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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
LFAS
1026
Level Four Advisory Services
Texas
$2.31M +$70.1K +244 +3%
FPAS
1027
Focus Partners Advisor Solutions
Missouri
$2.3M +$347K +1,208 +18%
HIC
1028
Holderness Investments Company
North Carolina
$2.3M +$11.5K +40 +0.5%
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$2.3M
DIP
1030
Davis Investment Partners
North Carolina
$2.29M -$58.9K -205 -3%
TFCM
1031
Taylor Frigon Capital Management
Arizona
$2.28M -$73.3K -255 -3%
RWB
1032
RMR Wealth Builders
New Jersey
$2.28M +$151K +527 +7%
P
1033
Pitcairn
Pennsylvania
$2.27M -$64.6K -225 -3%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$2.27M -$15.2K -53 -0.7%
RCIM
1035
Red Cedar Investment Management
Michigan
$2.26M +$228K +792 +12%
USCWA
1036
U.S. Capital Wealth Advisors
Texas
$2.25M +$112K +390 +5%
RCM
1037
RMR Capital Management
California
$2.24M
PAM
1038
Palisade Asset Management
Minnesota
$2.23M -$39.6K -138 -2%
HNB
1039
Hilltop National Bank
Wyoming
$2.23M +$160K +558 +8%
BHPW
1040
Beverly Hills Private Wealth
California
$2.23M -$63.8K -222 -3%
OFS
1041
Oldfather Financial Services
Nebraska
$2.23M
GM
1042
GeoWealth Management
Illinois
$2.21M +$105K +367 +5%
BO
1043
Bank OZK
Arkansas
$2.21M +$224K +781 +12%
NPT
1044
Nixon Peabody Trust
Massachusetts
$2.21M +$37.9K +132 +2%
CSC
1045
Caldwell Sutter Capital
California
$2.2M
VC
1046
Veracity Capital
Georgia
$2.2M -$1.72K -6 -0.1%
HDA
1047
Harold Davidson & Associates
California
$2.2M +$2.13M +7,404 New
NHC
1048
Nicholas Hoffman & Company
Georgia
$2.19M -$5.17K -18 -0.2%
DA
1049
Dover Advisors
Virginia
$2.19M -$50.3K -175 -2%
TFS
1050
Thoroughbred Financial Services
Tennessee
$2.19M -$28.4K -99 -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.