We are live on ! Find out more
AXP icon

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
BB
1376
Burford Brothers
Texas
$1.08M -$14.7K -51 -1%
SW
1377
SteelPeak Wealth
California
$1.08M +$199K +692 +24%
LCM
1378
Lazari Capital Management
California
$1.07M +$8.04K +28 +0.8%
SC
1379
Saybrook Capital
North Carolina
$1.07M
BOTPPF
1380
Board of the Pension Protection Fund
United Kingdom
$1.07M +$1.03M +3,600 New
PTC
1381
Philadelphia Trust Company
Pennsylvania
$1.07M -$4.6K -16 -0.4%
BIG
1382
Brooklyn Investment Group
New York
$1.07M +$96.5K +336 +10%
OAM
1383
Oak Asset Management
California
$1.06M
EWA
1384
EverSource Wealth Advisors
Alabama
$1.06M +$115K +402 +13%
SWM
1385
Spire Wealth Management
Virginia
$1.06M +$69.2K +241 +7%
GTAM
1386
Global Trust Asset Management
Florida
$1.06M -$67.8K -236 -6%
RWS
1387
Resolute Wealth Strategies
Mississippi
$1.05M +$862 +3 +0.1%
HBT
1388
Hills Bank & Trust
Iowa
$1.05M
EFL
1389
ERn Financial LLC
Wisconsin
$1.04M +$1.44K +5 +0.1%
SWM
1390
Sendero Wealth Management
Texas
$1.04M +$9.48K +33 +1%
PTP
1391
Platform Technology Partners
New York
$1.03M -$31.3K -109 -3%
AF
1392
Alerus Financial
North Dakota
$1.03M -$9.19K -32 -0.9%
WGC
1393
Watts Gwilliam & Co
Arizona
$1.03M -$2.87K -10 -0.3%
EAM
1394
Empirical Asset Management
Massachusetts
$1.03M +$4.14M +14,426 +406%
CFM
1395
Capricorn Fund Managers
United Kingdom
$1.02M -$371K -1,293 -27%
OFG
1396
OmniStar Financial Group
North Carolina
$1.02M +$7.76K +27 +0.8%
MFG
1397
MidWestOne Financial Group
Iowa
$1.02M
DWM
1398
Defined Wealth Management
Oregon
$1.01M +$2.3K +8 +0.2%
CG
1399
CFO4Life Group
Texas
$1.01M +$11.2K +39 +1%
PCP
1400
Proficio Capital Partners
Massachusetts
$1.01M +$190K +661 +24%

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.