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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
1176
Highview Capital Management
Illinois
$1.63M -$12.1K -42 -0.8%
LWANC
1177
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M -$8.62K -30 -0.5%
LKIM
1178
Lawson Kroeker Investment Management
Nebraska
$1.62M +$1.72K +6 +0.1%
SB
1179
Simmons Bank
Arkansas
$1.62M -$35.3K -123 -2%
AFG
1180
Atomi Financial Group
New York
$1.61M +$243K +846 +18%
AIP
1181
Ameritas Investment Partners
Nebraska
$1.61M -$76.7K -267 -5%
HI
1182
Harbour Investments
Wisconsin
$1.61M +$33.9K +118 +2%
FDS
1183
First Dallas Securities
Texas
$1.61M -$943K -3,284 -38%
SCM
1184
Sirios Capital Management
Massachusetts
$1.6M -$51.1K -178 -3%
SC
1185
Syon Capital
California
$1.6M -$49.7K -173 -3%
NIA
1186
NBZ Investment Advisors
Tennessee
$1.59M +$1.54M +5,359 New
SA
1187
Strategic Advisors
New York
$1.59M +$489K +1,702 +47%
AC
1188
Avestar Capital
New York
$1.58M +$129K +448 +9%
CWS
1189
Cypress Wealth Services
California
$1.58M -$2.87K -10 -0.2%
4WM
1190
44 Wealth Management
Oregon
$1.58M -$164K -570 -10%
AO
1191
Advisor OS
Illinois
$1.58M +$602K +2,094 +65%
NG
1192
Norden Group
Utah
$1.58M -$4.4M -15,328 -74%
FFA
1193
Farther Finance Advisors
California
$1.57M -$174K -604 -10%
PPWM
1194
Paragon Private Wealth Management
Kentucky
$1.57M +$51.7K +180 +4%
ST
1195
Spinnaker Trust
Maine
$1.57M -$43.1K -150 -3%
LGA
1196
Lebenthal Global Advisors
New York
$1.56M -$17.5K -61 -1%
SC
1197
Sapient Capital
Indiana
$1.56M +$165K +574 +12%
MIA
1198
MeadowBrook Investment Advisors
Michigan
$1.55M -$28.7K -100 -2%
SAW
1199
Signal Advisors Wealth
Michigan
$1.55M -$60.3K -210 -4%
RAM
1200
Ramirez Asset Management
New York
$1.55M

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.