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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
KCM
751
Kanawha Capital Management
Virginia
$4.59M +$165K +574 +4%
MLL
752
Moody Lynn & Lieberson
Massachusetts
$4.56M -$170K -592 -4%
LC
753
Lincoln Capital
Nebraska
$4.55M -$1.72K -6 -0%
CWI
754
Conscious Wealth Investments
Florida
$4.55M -$64.1K -223 -2%
HIC
755
Hartline Investment Corp
Illinois
$4.53M +$340K +1,185 +8%
HIS
756
Horizon Investment Services
Indiana
$4.51M +$188K +655 +4%
SWA
757
Strata Wealth Advisors
Texas
$4.5M +$12.9K +45 +0.3%
VanEck Associates
758
VanEck Associates
New York
$4.48M -$9.32M -32,445 -68%
NL
759
NVWM LLC
Pennsylvania
$4.47M -$833K -2,900 -16%
EFMC
760
Empire Financial Management Company
New York
$4.47M -$143K -498 -3%
LAM
761
L2 Asset Management
Massachusetts
$4.46M -$50.3K -175 -1%
BFA
762
Benedict Financial Advisors
Georgia
$4.45M +$101K +352 +2%
Jennison Associates
763
Jennison Associates
New York
$4.45M -$1.27M -4,430 -23%
Squarepoint
764
Squarepoint
New York
$4.44M -$20.7M -71,918 -83%
CCM
765
Coldstream Capital Management
Washington
$4.43M +$108K +376 +3%
BWM
766
BNC Wealth Management
Oregon
$4.42M +$208K +725 +5%
WC
767
Wynn Capital
Georgia
$4.42M -$34.5K -120 -0.8%
ACP
768
Aviance Capital Partners
Florida
$4.42M +$83.3K +290 +2%
GRQ
769
Gardner Russo & Quinn
Pennsylvania
$4.4M -$151K -525 -3%
BFIM
770
Beese Fulmer Investment Management
Ohio
$4.39M -$116K -404 -3%
PI
771
Pettee Investors
Connecticut
$4.36M
IFG
772
Independent Financial Group
California
$4.35M +$681K +2,372 +19%
CFGS
773
Concourse Financial Group Securities
Alabama
$4.34M +$3.73K +13 +0.1%
BBWA
774
Bell & Brown Wealth Advisors
California
$4.33M -$34.5K -120 -0.8%
WAC
775
William Allan Corp
Colorado
$4.31M -$11.2K -39 -0.3%

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.