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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
ECM
676
Everence Capital Management
Indiana
$5.85M +$417K +1,450 +8%
MWM
677
Modera Wealth Management
New Jersey
$5.8M +$59.8K +208 +1%
SCA
678
Snowden Capital Advisors
New York
$5.79M +$19.2K +67 +0.3%
CII
679
Capital International Inc
California
$5.79M +$1.52M +5,279 +37%
LGF
680
LGT Group Foundation
Liechtenstein
$5.74M +$162K +564 +3%
JA
681
JLB & Associates
Michigan
$5.68M -$227K -790 -4%
BP
682
Ballentine Partners
Massachusetts
$5.67M -$154K -536 -3%
FMI
683
F/M Investments
District of Columbia
$5.65M +$418K +1,456 +8%
BL
684
BFSG LLC
California
$5.65M -$238K -830 -4%
GPFA
685
Game Plan Financial Advisors
Ohio
$5.64M +$812K +2,826 +17%
NB
686
NBT Bank
New York
$5.63M -$118K -412 -2%
SLI
687
Sumitomo Life Insurance
Japan
$5.62M -$82.2K -286 -1%
FHB
688
First Hawaiian Bank
Hawaii
$5.61M -$515K -1,791 -9%
HLCM
689
Hi-Line Capital Management
South Dakota
$5.61M -$756K -2,630 -12%
WG
690
Welch Group
Alabama
$5.6M +$92.8K +323 +2%
IWS
691
Insight Wealth Strategies
California
$5.57M -$252K -877 -4%
OAM
692
Oppenheimer Asset Management
New York
$5.56M -$744K -2,588 -12%
Walleye Capital
693
Walleye Capital
New York
$5.54M -$55.8M -194,285 -91%
JCM
694
Jag Capital Management
Missouri
$5.49M +$81.9K +285 +2%
CC
695
Courier Capital
New York
$5.48M -$3.45K -12 -0.1%
CT
696
Caldwell Trust
Florida
$5.48M +$327K +1,137 +7%
EH
697
Equitable Holdings
New York
$5.45M +$80.2K +279 +2%
VCA
698
Verdence Capital Advisors
Maryland
$5.45M +$65.2K +227 +1%
MCB
699
Morton Community Bank
Illinois
$5.45M -$12.9K -45 -0.2%
MVA
700
Mount Vernon Associates
Maryland
$5.44M -$6.89K -24 -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.