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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
RWP
576
RWA Wealth Partners
Massachusetts
$8.27M +$235K +818 +3%
JEST
577
JTC Employer Solutions Trustee
Jersey
$8.18M
GC
578
Guggenheim Capital
Illinois
$8.18M -$713K -2,482 -8%
TS
579
Triglav Skladi
Slovenia
$8.16M +$7.9M +27,500 New
BPC
580
Bearing Point Capital
Minnesota
$8.08M +$7.82M +27,223 New
MIH
581
Meitav Investment House
Israel
$8.06M +$3.22M +11,211 +70%
CT
582
Coastline Trust
Rhode Island
$7.99M -$46.3K -161 -0.6%
FMTC
583
Farmers & Merchants Trust Company
California
$7.97M -$160K -557 -2%
NMERB
584
New Mexico Educational Retirement Board
New Mexico
$7.94M -$287K -1,000 -4%
TC
585
TownSquare Capital
Utah
$7.93M -$3.96M -13,792 -34%
HT
586
Heritage Trust
Oklahoma
$7.91M +$7.66M +26,663 New
IC
587
IEQ Capital
California
$7.91M -$1.5M -5,230 -16%
EWA
588
EP Wealth Advisors
California
$7.91M +$1.51M +5,253 +25%
Assenagon Asset Management
589
Assenagon Asset Management
Luxembourg
$7.83M -$188K -655 -2%
AAS
590
Avantax Advisory Services
Texas
$7.81M +$449K +1,564 +6%
ADL
591
Asset Dedication LLC
California
$7.81M -$1.45M -5,055 -16%
LSA
592
L & S Advisors
California
$7.76M -$625K -2,177 -8%
NW
593
NewEdge Wealth
Pennsylvania
$7.75M +$423K +1,471 +6%
RIM
594
Reliant Investment Management
Tennessee
$7.74M +$125K +435 +2%
SC
595
Scotia Capital
Ontario, Canada
$7.71M +$901K +3,137 +14%
EOJOAM
596
E. Ohman J:or Asset Management
Sweden
$7.71M +$738K +2,570 +11%
LCI
597
L1 Capital International
Australia
$7.7M -$1.52M -5,289 -17%
RAM
598
Riggs Asset Management
Pennsylvania
$7.7M +$107K +373 +1%
CCG
599
Chatham Capital Group
Georgia
$7.68M +$135K +471 +2%
FG
600
Foster Group
Iowa
$7.67M -$8.91K -31 -0.1%

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.