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
PFGIA
1626
Patriot Financial Group Insurance Agency
Massachusetts
$667K -$17K -59 -3%
FMLI
1627
Fukoku Mutual Life Insurance
Japan
$667K -$113K -394 -15%
DWM
1628
Dechtman Wealth Management
Colorado
$666K +$1.44K +5 +0.2%
SMA
1629
Seven Mile Advisory
New Jersey
$666K +$103K +359 +19%
QPW
1630
Quantum Private Wealth
Florida
$665K
WWA
1631
Wisconsin Wealth Advisors
Wisconsin
$665K +$644K +2,240 New
LCM
1632
Landscape Capital Management
New Jersey
$664K -$602K -2,096 -48%
LC
1633
Lavaca Capital
Texas
$663K +$1.15K +4 +0.2%
Kayne Anderson Rudnick Investment Management
1634
Kayne Anderson Rudnick Investment Management
California
$662K +$5.17K +18 +0.8%
PWM
1635
Partnership Wealth Management
Maryland
$661K -$3.16K -11 -0.5%
CA
1636
Claris Advisors
Missouri
$658K +$338K +1,177 +113%
AW
1637
Alteri Wealth
California
$658K +$637K +2,218 New
SFG
1638
Sunburst Financial Group
Alabama
$656K
CA
1639
Crumly & Associates
Illinois
$656K -$14.9K -52 -2%
AWM
1640
Aviso Wealth Management
Washington
$655K +$3.73K +13 +0.6%
CHAM
1641
Clear Harbor Asset Management
Connecticut
$654K +$58K +202 +10%
MWM
1642
Merriman Wealth Management
Washington
$651K
HBW
1643
Hazlett, Burt & Watson
West Virginia
$651K +$13.2K +46 +2%
RZH
1644
Relyea Zuckerberg Hanson
Connecticut
$646K +$13.5K +47 +2%
SIA
1645
Soltis Investment Advisors
Utah
$646K -$42.5K -148 -6%
CCA
1646
Coign Capital Advisors
Utah
$644K +$624K +2,171 New
KP
1647
Keel Point
Alabama
$643K +$36.5K +127 +6%
BSB
1648
Bangor Savings Bank
Maine
$642K -$10.3K -36 -2%
YC
1649
Yarbrough Capital
Tennessee
$641K
SEIA
1650
Signature Estate & Investment Advisors
California
$640K -$126K -439 -17%

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.