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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
CIM
651
Chapman Investment Management
California
$6.35M +$2.3K +8 +0%
KSWA
652
Kathleen S. Wright Associates
Pennsylvania
$6.22M
CCT
653
Chemung Canal Trust
New York
$6.22M -$457K -1,589 -7%
CP
654
CenterBook Partners
Connecticut
$6.2M +$1.76M +6,120 +41%
FSA
655
Fort Sheridan Advisors
Illinois
$6.19M -$86.2K -300 -1%
TLP
656
Trinity Legacy Partners
Texas
$6.18M +$141K +491 +2%
NG
657
Northstar Group
New York
$6.16M
OIA
658
OneDigital Investment Advisors
Kansas
$6.16M -$1.18M -4,120 -17%
SWM
659
Salvus Wealth Management
New Jersey
$6.13M -$46.8K -163 -0.8%
BPC
660
Banque Pictet & Cie
Switzerland
$6.1M +$5.9M +20,538 New
CIA
661
Concurrent Investment Advisors
Florida
$6.09M +$2.68M +9,322 +83%
BAM
662
Bell Asset Management
Australia
$6.08M -$951K -3,309 -14%
SI
663
Stephens Inc
Arkansas
$6.07M -$36.8K -128 -0.6%
EAM
664
Eventide Asset Management
Massachusetts
$6.07M +$5.87M +20,446 New
Twin Tree Management
665
Twin Tree Management
Texas
$6.07M -$43.6M -151,710 -88%
PFM
666
Patton Fund Management
Texas
$6.05M +$5.85M +20,370 New
EF
667
Empirical Finance
Pennsylvania
$5.98M -$85.9K -299 -1%
GPTE
668
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.97M
TA
669
TKG Advisors
Indiana
$5.93M +$160K +557 +3%
DK
670
DJE Kapital
Germany
$5.93M +$5.75M +20,000 New
LG
671
LaFleur & Godfrey
Michigan
$5.91M +$11.5K +40 +0.2%
CG
672
Caprock Group
Idaho
$5.91M +$5.72M +19,906 New
Verition Fund Management
673
Verition Fund Management
Connecticut
$5.9M +$4.37M +15,216 +325%
CA
674
CSM Advisors
Pennsylvania
$5.89M +$131K +455 +2%
KAM
675
Karani Asset Management
New York
$5.86M +$5.67M +19,748 New

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.