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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
BIA
951
Bigelow Investment Advisors
Maine
$2.74M -$181K -630 -6%
FCM
952
Fire Capital Management
California
$2.73M +$2.65M +9,215 New
ACL
953
Applied Capital LLC
Florida
$2.73M -$14.4K -50 -0.5%
AP
954
Americana Partners
Texas
$2.73M -$165K -574 -6%
GCC
955
Guardian Capital (Canada)
Ontario, Canada
$2.73M -$345K -1,200 -12%
JWM
956
Jackson Wealth Management
Florida
$2.72M +$221K +770 +9%
KW
957
KWB Wealth
California
$2.72M +$403K +1,403 +16%
BCM
958
Bridgeway Capital Management
Texas
$2.7M
IA
959
IFC Advisors
California
$2.69M +$2.61M +9,072 New
MCM
960
Mengis Capital Management
Oregon
$2.69M
I
961
INVST
Indiana
$2.69M +$23.3K +81 +0.9%
AIM
962
Anchor Investment Management
South Carolina
$2.68M +$38.5K +134 +2%
MUAMU
963
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.67M +$2.59M +9,000 New
SWMG
964
Signature Wealth Management Group
Georgia
$2.67M +$58K +202 +2%
TBNY
965
Trustco Bank (New York)
New York
$2.66M -$161K -560 -6%
BONH
966
Bank of New Hampshire
New Hampshire
$2.65M -$42.5K -148 -2%
ALAM
967
Asahi Life Asset Management
Japan
$2.65M -$470K -1,637 -16%
FB
968
Fulton Bank
Pennsylvania
$2.64M -$469K -1,632 -15%
NFA
969
Northern Financial Advisors
Michigan
$2.64M -$85K -296 -3%
ACP
970
Arcus Capital Partners
Georgia
$2.64M
CBA
971
Coastal Bridge Advisors
Connecticut
$2.63M +$2.3K +8 +0.1%
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$2.63M -$106K -368 -4%
VWM
973
Vivid Wealth Management
Iowa
$2.63M -$12.4K -43 -0.5%
FTF
974
Freedom Together Foundation
New York
$2.63M -$10.1M -35,000 -80%
WIC
975
Wilkins Investment Counsel
Massachusetts
$2.62M -$284K -990 -10%

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.