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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
B
901
Bailard
California
$3.06M +$6.03K +21 +0.2%
PMG
902
ProVise Management Group
Florida
$3.05M -$1.03M -3,593 -26%
SM
903
Sciencast Management
New Jersey
$3.04M +$2.95M +10,252 New
SCM
904
SOL Capital Management
Maryland
$3.03M -$528K -1,838 -15%
IAS
905
Insigneo Advisory Services
Florida
$3.02M -$505K -1,759 -15%
Empower Advisory Group
906
Empower Advisory Group
Colorado
$3M +$29.9K +104 +1%
CCP
907
Cunning Capital Partners
North Carolina
$2.99M
BFA
908
Buttonwood Financial Advisors
Maryland
$2.97M -$106K -369 -4%
SWP
909
Strategic Wealth Partners
Ohio
$2.97M -$373K -1,300 -12%
PIM
910
Penobscot Investment Management
Massachusetts
$2.97M +$69.5K +242 +2%
SCM
911
Sterling Capital Management
North Carolina
$2.97M +$3.73K +13 +0.1%
HFM
912
Hartford Funds Management
Pennsylvania
$2.96M +$162K +563 +6%
GIO
913
Galilei Investment Office
United Kingdom
$2.96M +$2.87M +9,974 New
KRSITF
914
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M +$4.6M +15,998 +96%
UHC
915
Union Heritage Capital
Michigan
$2.96M
EAM
916
EFG Asset Management
Oregon
$2.95M +$230K +799 +9%
WWM
917
Wolff Wiese Magana
California
$2.95M +$77.6K +270 +3%
FWA
918
FOCUS Wealth Advisors
Texas
$2.93M -$79.6K -277 -3%
VIM
919
Vinva Investment Management
Australia
$2.92M -$725K -2,524 -20%
JIC
920
Joel Isaacson & Co
New York
$2.92M
ATPW
921
Ashton Thomas Private Wealth
Arizona
$2.92M +$530K +1,844 +23%
DAM
922
Doheny Asset Management
California
$2.91M
KC
923
Knuff & Co
California
$2.91M +$48K +167 +2%
IPW
924
Inlet Private Wealth
Florida
$2.91M +$12.6K +44 +0.5%
XWM
925
Xcel Wealth Management
Florida
$2.91M

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.