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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
IPW
2676
Impact Partnership Wealth
Georgia
-$633K -2,335 Closed
PCMC
2677
Private Capital Management (Colorado)
Colorado
-$585K -2,158 Closed
DFCM
2678
Dark Forest Capital Management
Puerto Rico
-$570K -2,102 Closed
BBL
2679
Beck Bode LLC
Massachusetts
-$526K -1,940 Closed
DCM
2680
Donaldson Capital Management
Indiana
-$521K -1,921 Closed
ZIMP
2681
Zimmermann Investment Management & Planning
Pennsylvania
-$490K -1,807 Closed
AI
2682
AdvisorShares Investments
Maryland
-$488K -1,801 Closed
WMWM
2683
Whitaker-Myers Wealth Managers
Ohio
-$435K -1,605 Closed
ST
2684
Sageworth Trust
Pennsylvania
-$420K -1,550 Closed
OAM
2685
Oxford Asset Management
United Kingdom
-$400K -1,476 Closed
WFA
2686
Wellspring Financial Advisors
Ohio
-$396K -1,461 Closed
KOC
2687
Koss-Olinger Consulting
Florida
-$388K -1,430 Closed
CAS
2688
CTC Alternative Strategies
Illinois
-$379K -1,398 Closed
MPM
2689
MBB Public Markets
Illinois
-$366K -1,350 Closed
EC
2690
EntryPoint Capital
New York
-$340K -1,254 Closed
SOW
2691
State of Wyoming
Wyoming
-$311K -1,148 Closed
AFP
2692
Alpha Financial Partners
Kentucky
-$300K -1,108 Closed
RP
2693
Reinhart Partners
Wisconsin
-$298K -1,100 Closed
RBFC
2694
Roman Butler Fullerton & Co
Missouri
-$297K -1,070 Closed
JF
2695
Jump Financial
Illinois
-$290K -1,069 Closed
VCM
2696
Virtue Capital Management
Tennessee
-$277K -1,023 Closed
HWP
2697
Hibernia Wealth Partners
Louisiana
-$275K -1,016 Closed
AGP
2698
Autumn Glory Partners
Texas
-$271K -1,000 Closed
CM
2699
Crestline Management
Texas
-$271K -1,000 Closed
CGFA
2700
Colton Groome Financial Advisors
North Carolina
-$267K -986 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.