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
MIM
1876
Meridiem Investment Management
United Kingdom
$445K
AAIM
1877
Asset Advisors Investment Management
Georgia
$445K
CIA
1878
Compass Ion Advisors
Pennsylvania
$445K
WA1
1879
Wimmer Associates 1
California
$445K
BI
1880
Bramshill Investments
Florida
$445K +$431K +1,500 New
SWR
1881
Spahn Wealth & Retirement
Arizona
$445K +$431K +1,500 New
PAS
1882
Professional Advisory Services
Florida
$445K
BG
1883
Bahl & Gaynor
Ohio
$445K -$22.1K -77 -5%
DWM
1884
Drive Wealth Management
Utah
$444K +$19K +66 +5%
WAM
1885
Walker Asset Management
Missouri
$443K +$862 +3 +0.2%
OL
1886
OneFund LLC
Florida
$443K +$4.31K +15 +1%
IQI
1887
Integrated Quantitative Investments
Washington
$442K +$428K +1,490 New
MW
1888
Maia Wealth
Colorado
$441K +$23K +80 +6%
HC
1889
Hamilton Capital
Ohio
$440K -$1.15K -4 -0.3%
DAM
1890
Delta Asset Management
Tennessee
$440K -$1.44K -5 -0.3%
TTWM
1891
TCV Trust & Wealth Management
Virginia
$440K
C
1892
Certuity
Florida
$439K +$134K +466 +46%
FBFS
1893
First Business Financial Services
Wisconsin
$436K
CC
1894
Callan Capital
California
$435K -$56K -195 -12%
ECA
1895
Elevated Capital Advisors
Utah
$434K -$2.3K -8 -0.5%
EA
1896
Enclave Advisors
Texas
$434K +$287 +1 +0.1%
FFA
1897
Fragasso Financial Advisors
Pennsylvania
$432K +$18.1K +63 +5%
FNC
1898
First National Corp
Massachusetts
$432K -$4.31K -15 -1%
JJBC
1899
James J. Burns & Company
New York
$432K +$85K +296 +26%
HWA
1900
HHM Wealth Advisors
Tennessee
$431K -$9.48K -33 -2%

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.