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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
PHAM
1526
Palisades Hudson Asset Management
Florida
$808K
N
1527
Numerai
California
$806K -$302K -1,050 -28%
AFC
1528
AFT Forsyth & Company
Florida
$803K +$12.9K +45 +2%
HAIM
1529
Hunter Associates Investment Management
Pennsylvania
$802K +$51.7K +180 +7%
PCG
1530
PFC Capital Group
California
$801K
MAM
1531
Meeder Asset Management
Ohio
$801K -$8.78M -30,572 -92%
AF
1532
Arrow Financial
New York
$801K -$26.1K -91 -3%
TSWM
1533
Triangle Securities Wealth Management
North Carolina
$797K -$6.61K -23 -0.8%
TW
1534
TritonPoint Wealth
Maryland
$797K +$5.75K +20 +0.8%
GLLW
1535
Graves Light Lenhart Wealth
Virginia
$796K -$28.7K -100 -4%
CM
1536
Castleark Management
Illinois
$794K -$7.82M -27,230 -91%
FFA
1537
Founders Financial Alliance
North Carolina
$792K +$30.7K +107 +4%
APWA
1538
Atlas Private Wealth Advisors
New Jersey
$791K +$1.15K +4 +0.2%
RFG
1539
RFP Financial Group
Georgia
$789K
CTWM
1540
Cherry Tree Wealth Management
Minnesota
$783K
CIS
1541
Custom Index Systems
New York
$782K -$11.2K -39 -1%
BPCE
1542
Bank Pictet & Cie (Europe)
Germany
$781K +$151K +525 +25%
SAM
1543
Strive Asset Management
Ohio
$781K +$756K +2,632 New
MIP
1544
Marietta Investment Partners
Wisconsin
$778K -$43.7K -152 -5%
CAM
1545
Cidel Asset Management
Ontario, Canada
$777K -$98K -341 -12%
GS
1546
GTS Securities
New York
$775K -$968K -3,369 -56%
PFA
1547
Pathway Financial Advisers
Indiana
$774K +$26.7K +93 +4%
TIA
1548
Traphagen Investment Advisors
New Jersey
$772K -$575 -2 -0.1%
DSC
1549
Duncker Streett & Co
Missouri
$772K
PTB
1550
Pioneer Trust Bank
Oregon
$772K

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.