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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
WAP
1226
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$38.2K +133 +3%
RCM
1227
RNC Capital Management
California
$1.46M -$143K -497 -9%
LCS
1228
Levin Capital Strategies
New York
$1.46M
MWM
1229
Modern Wealth Management
Kansas
$1.45M +$242K +842 +21%
WB
1230
WesBanco Bank
West Virginia
$1.45M +$203K +705 +17%
MDA
1231
Minot DeBlois Advisors
Massachusetts
$1.45M +$1.4M +4,878 New
HCM
1232
Hall Capital Management
Rhode Island
$1.45M +$1.4M +4,877 New
IA
1233
IFP Advisors
Florida
$1.44M -$907K -3,156 -39%
BAM
1234
Beaumont Asset Management
Texas
$1.43M -$24.1K -84 -2%
LCM
1235
Leisure Capital Management
California
$1.42M -$287 -1 -0%
BAM
1236
Boyar Asset Management
New York
$1.42M
PI
1237
PFG Investments
New York
$1.42M -$164K -570 -9%
CPIG
1238
Chicago Partners Investment Group
Illinois
$1.41M +$26.4K +92 +2%
MWA
1239
Muirfield Wealth Advisors
North Carolina
$1.41M +$3.45K +12 +0.3%
ACM
1240
Aster Capital Management
United Arab Emirates
$1.41M -$742K -2,581 -35%
IP
1241
Ignite Planners
California
$1.4M +$9.19K +32 +0.7%
A
1242
Argentarii
Ohio
$1.4M +$1.35M +4,702 New
NSIM
1243
North Star Investment Management
Illinois
$1.39M +$287 +1 +0%
BFC
1244
Bedel Financial Consulting
Indiana
$1.39M -$2.01K -7 -0.2%
BIAS
1245
Beacon Investment Advisory Services
New Jersey
$1.38M -$90.8K -316 -6%
APC
1246
Aspire Private Capital
North Carolina
$1.38M +$35.6K +124 +3%
PK
1247
Pflug Koory
Nebraska
$1.38M -$10.1K -35 -0.7%
APW
1248
Aventura Private Wealth
Florida
$1.38M +$1.33M +4,640 New
BIM
1249
Baldwin Investment Management
Pennsylvania
$1.38M +$123K +427 +10%
BCM
1250
Barden Capital Management
Texas
$1.38M -$6.89K -24 -0.5%

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.