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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
KIA
851
KCM Investment Advisors
California
$3.45M -$69K -240 -2%
AIM
852
AHL Investment Management
Florida
$3.45M -$192K -670 -5%
HFM
853
Harvest Fund Management
China
$3.45M +$1.95M +6,792 +141%
LT
854
Lindsell Train
United Kingdom
$3.44M
IAS
855
Investment Advisory Services
Texas
$3.44M +$24.1K +84 +0.7%
BSA
856
Bull Street Advisors
Georgia
$3.43M
BPWM
857
Badgley Phelps Wealth Managers
Washington
$3.43M -$25.6K -89 -0.8%
Aristotle Capital Management
858
Aristotle Capital Management
California
$3.42M
ACIM
859
Azimuth Capital Investment Management
Michigan
$3.4M -$66.1K -230 -2%
BFO
860
Boston Family Office
Massachusetts
$3.38M -$8.62K -30 -0.3%
PCS
861
Personal CFO Solutions
New Jersey
$3.37M +$149K +519 +5%
SC
862
Sawyer & Company
Massachusetts
$3.35M -$332K -1,155 -9%
PWP
863
Private Wealth Partners
California
$3.35M
WANY
864
Wealthspire Advisors (New York)
New York
$3.35M +$396K +1,377 +14%
PFSC
865
Peoples Financial Services Corp
Pennsylvania
$3.35M -$132K -459 -4%
WPC
866
Wedmont Private Capital
Pennsylvania
$3.34M +$328K +1,141 +11%
GSC
867
G&S Capital
Colorado
$3.34M +$18.4K +64 +0.6%
FIM
868
Fruth Investment Management
Texas
$3.33M -$34.5K -120 -1%
QI
869
QV Investors
Alberta, Canada
$3.33M -$60.3K -210 -2%
RA
870
RFG Advisory
Alabama
$3.32M +$400K +1,392 +14%
VWM
871
Venturi Wealth Management
Texas
$3.32M +$1.33M +4,627 +71%
ST
872
Smithfield Trust
Pennsylvania
$3.3M -$3.16K -11 -0.1%
IGAM
873
iA Global Asset Management
Quebec, Canada
$3.27M -$1.86M -6,462 -37%
GFA
874
Gifford Fong Associates
California
$3.27M
DRS
875
Deane Retirement Strategies
Louisiana
$3.26M +$56.3K +196 +2%

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.