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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
Fiera Capital (Canada)
476
Fiera Capital (Canada)
Quebec, Canada
$12.3M +$1.84M +6,400 +18%
SC
477
Savant Capital
Illinois
$12.3M +$44.8K +156 +0.4%
FA
478
Financial Avengers
California
$12.2M -$747K -2,601 -6%
FGP
479
Foyston, Gordon, & Payne
Ontario, Canada
$12.2M -$152K -530 -1%
WF
480
WoodTrust Financial
Wisconsin
$12.2M -$93.7K -326 -0.8%
TRCT
481
Tower Research Capital (TRC)
New York
$12.2M -$2.03M -7,054 -15%
AF
482
Avanza Fonder
Sweden
$12.1M +$11.7M +40,711 New
KPWS
483
Kestra Private Wealth Services
Texas
$12.1M -$599K -2,086 -5%
RCM
484
Radnor Capital Management
Pennsylvania
$12M -$1.58M -5,485 -12%
BCPWM
485
Bradley & Co Private Wealth Management
Florida
$12M +$11.6M +40,431 New
BCMO
486
Buckingham Capital Management (Ohio)
Ohio
$12M -$485K -1,687 -4%
IAA
487
Independent Advisor Alliance
North Carolina
$12M +$575K +2,003 +5%
GC
488
Grimes & Company
Massachusetts
$11.9M -$166K -579 -1%
Canada Life
489
Canada Life
Manitoba, Canada
$11.9M -$11.2M -38,849 -49%
SMI
490
Shelter Mutual Insurance
Missouri
$11.8M
IMRF
491
Illinois Municipal Retirement Fund
Illinois
$11.8M -$1.28M -4,441 -10%
IEFM
492
IQ EQ Fund Management
Ireland
$11.7M -$1.73M -6,033 -13%
BEI
493
Benjamin Edwards Inc
Missouri
$11.6M +$430K +1,495 +4%
SVCP
494
Silicon Valley Capital Partners
California
$11.6M -$406K -1,413 -3%
IIC
495
Ironwood Investment Counsel
Arizona
$11.6M -$222K -774 -2%
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$11.6M -$135K -470 -1%
NAS
497
NWF Advisory Services
California
$11.5M +$1.01M +3,530 +10%
SAM
498
Stansberry Asset Management
Texas
$11.5M -$304K -1,059 -3%
SCM
499
Shelton Capital Management
Colorado
$11.5M +$2.3M +8,018 +26%
KRS
500
Kentucky Retirement Systems
Kentucky
$11.5M -$153K -532 -1%

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.