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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
JFG
1776
Jefferies Financial Group
New York
$523K +$506K +1,762 New
MFC
1777
Mechanics Financial Corp
Ohio
$522K
TSMHT
1778
Thurston Springer Miller Herd & Titak
Indiana
$521K +$219K +762 +77%
EWS
1779
Evergreen Wealth Solutions
Pennsylvania
$520K +$79K +275 +19%
LSPW
1780
Lake Street Private Wealth
Illinois
$519K -$20.7K -72 -4%
XF
1781
XML Financial
Maryland
$519K +$178K +621 +55%
WBC
1782
West Branch Capital
Massachusetts
$518K +$247K +859 +97%
CT
1783
Clearstead Trust
Maine
$518K
IIC
1784
Integrated Investment Consultants
Michigan
$517K -$51.4K -179 -9%
NA
1785
Nottingham Advisors
New York
$517K -$6.61K -23 -1%
EIP
1786
Ellis Investment Partners
Pennsylvania
$516K -$105K -364 -17%
BIM
1787
Barton Investment Management
Pennsylvania
$515K -$47.4K -165 -9%
NAS
1788
Nicolet Advisory Services
Wisconsin
$511K +$24.4K +85 +5%
APIM
1789
Agate Pass Investment Management
Washington
$510K -$47.4K -165 -9%
FM
1790
Foster & Motley
Ohio
$509K +$10.1K +35 +2%
SI
1791
Severin Investments
Missouri
$509K +$492K +1,714 New
ZCI
1792
Zevenbergen Capital Investments
Washington
$505K
ACP
1793
Aveo Capital Partners
Colorado
$504K +$488K +1,699 New
NRI
1794
NFP Retirement Inc
California
$503K +$287 +1 +0.1%
IRC
1795
Investors Research Corp
Georgia
$503K +$5.46K +19 +1%
SL
1796
Sentinus LLC
Illinois
$501K +$3.73K +13 +0.8%
HTIM
1797
Harbour Trust & Investment Management
Indiana
$501K
GWM
1798
Gitterman Wealth Management
New Jersey
$500K
RRA
1799
Round Rock Advisors
Connecticut
$500K +$1.44K +5 +0.3%
NCM
1800
Northside Capital Management
Oregon
$499K

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.