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American Express

2,634 hedge funds and large institutions have $179B invested in American Express in 2024 Q4 according to their latest regulatory filings, with 334 funds opening new positions, 853 increasing their positions, 1,029 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 334 | Existing positions closed: 104

30% more funds holding in top 10

Funds holding in top 10: 88114 (+26)

20% more call options, than puts

Call options by funds: $3.74B | Put options by funds: $3.11B

11% more capital invested

Capital invested by funds: $161B → $179B (+$18.2B)

8% more funds holding

Funds holding: 2,4502,634 (+184)

1.46% more ownership

Funds ownership: 83.43%84.89% (+1.5%)

17% less repeat investments, than reductions

Existing positions increased: 853 | Existing positions reduced: 1,029

Holders
2,634
Holders Change
+184
Holders Change %
+7.51%
% of All Funds
34.69%
Holding in Top 10
114
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+29.55%
% of All Funds
1.5%
New
334
Increased
853
Reduced
1,029
Closed
104
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
2651
Fiduciary Family Office
Florida
-$2.26M -8,340 Closed
SEC
2652
Seven Eight Capital
New York
-$2.22M -8,193 Closed
MAM
2653
Magellan Asset Management
Australia
-$2.14M -7,879 Closed
AG
2654
AIA Group
Hong Kong
-$2.01M -7,400 Closed
TI
2655
Trexquant Investment
Connecticut
-$1.97M -7,271 Closed
FFM
2656
Forum Financial Management
Illinois
-$1.79M -6,591 Closed
PMG
2657
Private Management Group
California
-$1.56M -5,760 Closed
CP
2658
Cumberland Partners
Ontario, Canada
-$1.49M -5,500 Closed
BHCM
2659
Brevan Howard Capital Management
Jersey
-$1.46M -5,383 Closed
OCM
2660
Olstein Capital Management
New York
-$1.36M -5,000 Closed
VF
2661
Virtu Financial
New York
-$1.3M -4,781 Closed
ACM
2662
AlphaStar Capital Management
North Carolina
-$1.29M -4,752 Closed
PP
2663
Paloma Partners
Connecticut
-$1.24M -4,570 Closed
SRL
2664
Scientech Research LLC
New Jersey
-$1.13M -4,150 Closed
UH
2665
Unigestion Holding
Switzerland
-$1.03M -3,802 Closed
SC
2666
Shay Capital
New York
-$929K -3,425 Closed
BC
2667
Bridgefront Capital
Texas
-$896K -3,305 Closed
WWS
2668
Wellington Wealth Strategies
Indiana
-$866K -3,207 Closed
EW
2669
Elyxium Wealth
California
-$865K -3,188 Closed
ARC
2670
Advisor Resource Council
Texas
-$815K -3,006 Closed
PI
2671
Parkside Investments
Illinois
-$814K -3,000 Closed
GWMR
2672
GC Wealth Management RIA
Massachusetts
-$762K -2,810 Closed
EGM
2673
Engineers Gate Manager
New York
-$746K -2,751 Closed
RWM
2674
Revisor Wealth Management
Ohio
-$745K -2,747 Closed
RW
2675
REDW Wealth
New Mexico
-$714K -2,631 Closed

AXP Hedge Fund Activity: Q4 2024 in Review

2,634 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2024, worth a combined $179B — up 11% from $161B a quarter earlier.

Buyers outnumbered sellers: 334 funds opened new AXP positions and 104 closed out — a net gain of 230 holders — while 853 added to existing stakes and 1,029 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.03B. The largest seller was Bank of America, cutting an estimated $430M.

  • 2,634 institutional investors held American Express (AXP) as of Q4 2024, up from 2,450 in Q3 2024.
  • Funds reported $179B of American Express stock for Q4 2024, up 11% quarter-over-quarter.
  • 334 funds opened new American Express positions in Q4 2024 and 104 closed out, a net change of +230 holders.
  • The largest American Express buyer in Q4 2024 was DZ Bank, an estimated $1.03B added.
  • The largest American Express seller in Q4 2024 was Bank of America, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2024.