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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
BWP
1351
BSW Wealth Partners
Colorado
$1.14M +$91.6K +319 +9%
BIM
1352
Bridges Investment Management
Nebraska
$1.14M +$4.02K +14 +0.4%
WKSWA
1353
White Knight Strategic Wealth Advisors
New Jersey
$1.14M +$554K +1,929 +101%
PL
1354
Plancorp LLC
Missouri
$1.14M +$162K +565 +17%
OW
1355
Olistico Wealth
Oklahoma
$1.14M +$17.8K +62 +2%
MIM
1356
MTM Investment Management
South Carolina
$1.13M
FWTB
1357
First Western Trust Bank
Colorado
$1.13M +$3.45K +12 +0.3%
BA
1358
Bridgewater Associates
Connecticut
$1.13M -$15.1M -52,671 -93%
MWA
1359
Midland Wealth Advisors
Illinois
$1.13M
TCM
1360
Tang Capital Management
California
$1.13M +$804K +2,798 +280%
SIM
1361
Sentry Investment Management
Wisconsin
$1.13M -$274K -954 -20%
FC
1362
Forte Capital
New York
$1.12M -$35.9K -125 -3%
RIA
1363
Realta Investment Advisors
Delaware
$1.12M +$28.4K +99 +3%
HCM
1364
Howard Capital Management
Georgia
$1.11M +$50.3K +175 +5%
CAM
1365
Cozad Asset Management
Illinois
$1.11M +$281K +979 +35%
ARA
1366
Alexander Randolph Advisory
Virginia
$1.11M -$19.2K -67 -2%
GWA
1367
Gratus Wealth Advisors
Virginia
$1.1M -$2.3K -8 -0.2%
QC
1368
Quent Capital
New York
$1.1M +$111K +388 +12%
CIS
1369
Capital International Sarl
California
$1.09M +$370K +1,289 +54%
PGCM
1370
Prescott Group Capital Management
Oklahoma
$1.09M
LC
1371
Lindbrook Capital
California
$1.09M +$237K +826 +29%
DA
1372
Doliver Advisors
Texas
$1.08M +$35.9K +125 +4%
MAM
1373
Mystic Asset Management
Rhode Island
$1.08M +$428K +1,489 +69%
CHP
1374
Cable Hill Partners
Oregon
$1.08M -$2.01K -7 -0.2%
CWM
1375
Cornerstone Wealth Management
Missouri
$1.08M -$10.6K -37 -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.