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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
MYIA
1251
Mount Yale Investment Advisors
Colorado
$1.37M +$275K +956 +26%
TWA
1252
TCI Wealth Advisors
Arizona
$1.37M +$4.02K +14 +0.3%
AFG
1253
Allegheny Financial Group
Pennsylvania
$1.37M -$14.1K -49 -1%
BWM
1254
BigSur Wealth Management
Florida
$1.37M
ACM
1255
Advisors Capital Management
New Jersey
$1.37M +$50.3K +175 +4%
JWCA
1256
J.W. Coons Advisors
Ohio
$1.36M -$290K -1,010 -18%
SL
1257
Sentry LLC
Tennessee
$1.36M
NG
1258
NWK Group
California
$1.36M -$32.5K -113 -2%
FCAS
1259
First Command Advisory Services
Texas
$1.36M -$12.9K -45 -1%
EPIM
1260
Evelyn Partners Investment Management
$1.36M +$1.32M +4,584 New
CANY
1261
Caxton Associates (New York)
New York
$1.36M +$1.31M +4,575 New
TPWM
1262
Twelve Points Wealth Management
Massachusetts
$1.36M -$5.75K -20 -0.4%
TCM
1263
Tufton Capital Management
Maryland
$1.35M
PPWP
1264
Premier Path Wealth Partners
New Jersey
$1.35M +$2.01K +7 +0.2%
MSAM
1265
Moloney Securities Asset Management
Missouri
$1.35M -$75.3K -262 -5%
FW
1266
FullCircle Wealth
Texas
$1.35M -$53.4K -186 -4%
LS
1267
Livforsakringsbolaget Skandia
Sweden
$1.34M
GWP
1268
Gen-Wealth Partners
Michigan
$1.34M -$129K -450 -9%
EP
1269
Edgestream Partners
New Jersey
$1.34M -$825K -2,870 -39%
USGIU
1270
U.S. Global Investors (USGI)
Texas
$1.34M +$287K +1,000 +29%
LRPA
1271
L. Roy Papp & Associates
Arizona
$1.34M -$57.5K -200 -4%
BAM
1272
Byrne Asset Management
New Jersey
$1.32M -$44.8K -156 -3%
SAIG
1273
Semper Augustus Investments Group
Colorado
$1.32M -$6.32K -22 -0.5%
ANBT
1274
American National Bank & Trust
Texas
$1.31M +$86.2K +300 +7%
DFG
1275
Delta Financial Group
New Jersey
$1.31M +$4.6K +16 +0.4%

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.