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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
LAI
1501
Legal Advantage Investments
California
$846K -$14.4K -50 -2%
BS
1502
Banco Santander
Spain
$841K -$19.4M -67,667 -96%
UBP
1503
Union Bancaire Privee
Switzerland
$835K +$798K +2,776 New
PWPS
1504
Pinnacle Wealth Planning Services
Ohio
$835K -$350K -1,218 -30%
CBT
1505
CoreFirst Bank & Trust
Kansas
$833K
HIMS
1506
Hager Investment Management Services
New Hampshire
$832K +$806K +2,805 New
YIM
1507
Yoffe Investment Management
Pennsylvania
$832K +$806K +2,804 New
NFSG
1508
Newbridge Financial Services Group
Florida
$832K +$805K +2,803 New
ME
1509
McIlrath & Eck
Washington
$832K
KA
1510
Kearns & Associates
California
$831K
PWP
1511
Pursue Wealth Partners
California
$831K
GWANC
1512
Guardian Wealth Advisors (North Carolina)
North Carolina
$830K +$12.1K +42 +2%
CCA
1513
Cadent Capital Advisors
Oklahoma
$828K +$6.03K +21 +0.8%
BIC
1514
Beach Investment Counsel
Pennsylvania
$824K -$1.17M -4,085 -60%
BHB
1515
Bank Hapoalim BM
Israel
$824K
ITIM
1516
Indiana Trust & Investment Management
Indiana
$820K -$23K -80 -3%
USB
1517
Union Savings Bank
Connecticut
$817K -$19.5K -68 -2%
KIM
1518
Kane Investment Management
California
$817K +$791K +2,753 New
BDA
1519
Borer Denton & Associates
Pennsylvania
$812K -$14.4K -50 -2%
TLCM
1520
Twin Lakes Capital Management
California
$811K -$52K -181 -6%
NP
1521
Nilsine Partners
Colorado
$810K +$38.5K +134 +5%
I
1522
InceptionR
California
$810K -$286K -994 -27%
MFA
1523
Millington Financial Advisors
Illinois
$809K -$48.8K -170 -6%
MA
1524
MCF Advisors
Kentucky
$809K +$6.03K +21 +0.8%
MFG
1525
Midwest Financial Group
Kansas
$808K

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.