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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
HCM
926
Hodges Capital Management
Texas
$2.9M -$1.05M -3,646 -27%
MC
927
Moors & Cabot
Massachusetts
$2.88M +$116K +405 +4%
NAM
928
NTV Asset Management
West Virginia
$2.87M -$96.5K -336 -3%
SS
929
SBI Securities
Japan
$2.87M +$2.78M +9,668 New
HI
930
Horizon Investments
North Carolina
$2.87M +$54K +188 +2%
HSA
931
HBK Sorce Advisory
Pennsylvania
$2.87M +$89.6K +312 +3%
MWM
932
Mission Wealth Management
California
$2.87M -$185K -643 -6%
MMPW
933
Mitchell McLeod Pugh & Williams
Alabama
$2.86M -$555K -1,933 -17%
EW
934
Evoke Wealth
California
$2.85M +$13.2K +46 +0.5%
FSA
935
Financial Security Advisor
Virginia
$2.84M -$26.4K -92 -1%
MHIC
936
Marble Harbor Investment Counsel
Massachusetts
$2.84M -$7.18K -25 -0.3%
ACA
937
Aptus Capital Advisors
Alabama
$2.83M +$498K +1,732 +22%
SAM
938
Sawgrass Asset Management
Florida
$2.82M -$211K -736 -7%
PWM
939
Parkshore Wealth Management
California
$2.81M +$2.72M +9,479 New
TC
940
TAGStone Capital
North Carolina
$2.81M +$31K +108 +1%
ZF
941
Zhang Financial
Michigan
$2.8M +$208K +724 +8%
PT
942
Plimoth Trust
Massachusetts
$2.8M -$31K -108 -1%
JSSH
943
J. Safra Sarasin Holding
$2.79M -$332K -1,156 -11%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$2.78M +$34.8K +121 +1%
QI
945
Qtron Investments
Massachusetts
$2.78M -$359K -1,251 -12%
IFWM
946
Institute for Wealth Management
Colorado
$2.77M -$14.9K -52 -0.6%
BIA
947
Beacon Investment Advisors
Maryland
$2.77M
RWM
948
Ritholtz Wealth Management
New York
$2.76M +$128K +446 +5%
ECM
949
Evergreen Capital Management
Washington
$2.76M -$23.6K -82 -0.9%
CPSC
950
Carl P. Sherr & Co
Massachusetts
$2.76M +$287 +1 +0%

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.