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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
WP
526
Woodline Partners
California
$9.92M +$9.6M +33,421 New
DADC
527
D.A. Davidson & Co
Montana
$9.89M +$130K +452 +1%
LSWM
528
Lorne Steinberg Wealth Management
Canada
$9.87M -$5.75K -20 -0.1%
BCM
529
Banyan Capital Management
Georgia
$9.84M -$514K -1,788 -5%
WSFS
530
Wilmington Savings Fund Society
Delaware
$9.78M +$434K +1,511 +5%
HAG
531
HighPoint Advisor Group
Illinois
$9.72M +$328K +1,143 +4%
ETC
532
Exchange Traded Concepts
Oklahoma
$9.69M -$11.6M -40,234 -55%
SCA
533
Stokes Capital Advisors
South Carolina
$9.67M -$163K -568 -2%
DA
534
DCM Advisors
New York
$9.65M +$653K +2,274 +7%
SIM
535
Stratos Investment Management
Ohio
$9.61M -$671K -2,336 -7%
KFP
536
KMG Fiduciary Partners
Ohio
$9.54M -$178K -621 -2%
LP
537
LB Partners
Virginia
$9.5M
WCM
538
Westend Capital Management
California
$9.49M +$69.8K +243 +0.8%
NIM
539
NEOS Investment Management
Connecticut
$9.48M +$2.14M +7,461 +30%
LIM
540
Letson Investment Management
Georgia
$9.45M
CA
541
Cornerstone Advisors
North Carolina
$9.44M
NSEDCP
542
NJ State Employees Deferred Compensation Plan
New Jersey
$9.38M
MMA
543
Miracle Mile Advisors
California
$9.36M +$9.06M +31,550 New
LT
544
Legacy Trust
Michigan
$9.34M -$21K -73 -0.2%
WSCM
545
Wellington Shields Capital Management
New York
$9.34M +$42.5M +147,929 +471%
1SB
546
1ST Source Bank
Indiana
$9.31M -$160K -558 -2%
HCMT
547
Highland Capital Management (Tennessee)
Tennessee
$9.19M -$1.86M -6,457 -17%
B
548
Bensler
Washington
$9.08M +$290K +1,010 +3%
SWP
549
Stratos Wealth Partners
Ohio
$9.03M +$162K +565 +2%
MSRPS
550
Maryland State Retirement & Pension System
Maryland
$8.96M -$617K -2,148 -7%

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.