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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
NC
701
NewSquare Capital
Pennsylvania
$5.43M +$5.25M +18,282 New
SAM
702
Selway Asset Management
$5.42M +$28.7K +100 +0.6%
IWC
703
Integrated Wealth Concepts
Massachusetts
$5.42M +$107K +371 +2%
TFA
704
Teamwork Financial Advisors
Texas
$5.41M +$138K +482 +3%
LOAMS
705
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.4M +$222K +771 +4%
HTC
706
Haverford Trust Company
Pennsylvania
$5.38M +$164K +572 +3%
PAA
707
Peregrine Asset Advisers
Oregon
$5.37M +$5.2M +18,089 New
PCI
708
Pacifica Capital Investments
Texas
$5.35M
MFG
709
Merit Financial Group
Georgia
$5.34M +$1.11M +3,875 +27%
CA
710
Callahan Advisors
Texas
$5.29M
CPBTD
711
Central Pacific Bank - Trust Division
Hawaii
$5.29M -$460K -1,600 -8%
NMIMC
712
Northwestern Mutual Investment Management Company
Wisconsin
$5.24M -$37.3K -130 -0.7%
ECM
713
Elgethun Capital Management
South Dakota
$5.23M -$296K -1,032 -6%
GT
714
Glenview Trust
Kentucky
$5.14M -$237K -825 -5%
BG
715
BDF Gestion
France
$5.13M -$645K -2,244 -11%
PNC
716
Park National Corp
Ohio
$5.12M -$50.6K -176 -1%
CCM
717
Cullen Capital Management
New York
$5.1M -$638K -2,221 -11%
CCA
718
Catalyst Capital Advisors
New York
$5.09M +$592K +2,062 +14%
LSA
719
Leonteq Securities AG
Switzerland
$5.08M +$471K +1,641 +11%
GL
720
GHE LLC
Tennessee
$5.05M +$128K +447 +3%
RCA
721
Resonant Capital Advisors
Wisconsin
$5.04M -$39.9K -139 -0.8%
PTCG
722
Pring Turner Capital Group
California
$5.03M
BFA
723
Bill Few Associates
Pennsylvania
$5.03M -$74.7K -260 -2%
AC
724
Allstate Corporation
Illinois
$5.02M +$4.86M +16,925 New
NP
725
NorthRock Partners
Minnesota
$4.98M -$260K -905 -5%

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.