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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
AG
976
AlTi Global
New York
$2.62M +$38.2K +133 +2%
FNBT
977
FineMark National Bank & Trust
Florida
$2.62M +$22.1K +77 +0.9%
LSAG
978
Lake Street Advisors Group
New Hampshire
$2.61M -$6.61K -23 -0.3%
FIM
979
Freedom Investment Management
Connecticut
$2.61M -$27.9K -97 -1%
JSC
980
Jackson Square Capital
California
$2.61M +$2.52M +8,781 New
BOS
981
Bank of Stockton
California
$2.6M -$60.3K -210 -2%
MWM
982
Mindset Wealth Management
Indiana
$2.59M -$106K -368 -4%
AP
983
Adero Partners
California
$2.59M +$1.08M +3,773 +76%
MA
984
Mutual Advisors
Nebraska
$2.57M +$118K +410 +5%
AM
985
AGF Management
Ontario, Canada
$2.56M -$5.36M -18,640 -68%
ISL
986
Ingalls & Snyder LLC
New York
$2.55M
BFA
987
Beaumont Financial Advisors
Massachusetts
$2.55M +$67.5K +235 +3%
WKWM
988
Walter & Keenan Wealth Management
Indiana
$2.55M +$2.01K +7 +0.1%
SAG
989
SageView Advisory Group
California
$2.55M +$62.6K +218 +3%
FNT
990
First National Trust
Pennsylvania
$2.55M -$113K -392 -4%
RIL
991
Rothschild Investment LLC
Illinois
$2.53M -$13.2K -46 -0.5%
PH
992
Pinnacle Holdings
Oklahoma
$2.53M -$153K -532 -6%
MGIA
993
Moneta Group Investment Advisors
Missouri
$2.52M -$23.6K -82 -1%
IAMOG
994
Investors Asset Management of Georgia
Georgia
$2.52M -$14.4K -50 -0.6%
PWM
995
Pinnacle Wealth Management
California
$2.51M -$23.6K -82 -1%
FGA
996
Fortis Group Advisors
New Jersey
$2.5M -$1.12M -3,890 -32%
IA
997
IFG Advisory
Georgia
$2.5M -$37.3K -130 -2%
HR
998
Hardy Reed
Mississippi
$2.5M
HCMG
999
Howard Capital Management Group
California
$2.5M -$54.3K -189 -2%
BB
1000
Berkshire Bank
Massachusetts
$2.49M -$25.6K -89 -1%

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.