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American Express
AXP

2,450 hedge funds and large institutions have $161B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 232 funds opening new positions, 880 increasing their positions, 894 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 95

26% more funds holding in top 10

Funds holding in top 10: 70 → 88 (+18)

15% more capital invested

Capital invested by funds: $140B → $161B (+$20.8B)

12% more call options, than puts

Call options by funds: $3.08B | Put options by funds: $2.77B

5% more funds holding

Funds holding: 2,338 → 2,450 (+112)

0.5% less ownership

Funds ownership: 83.93% → 83.43% (-0.5%)

2% less repeat investments, than reductions

Existing positions increased: 880 | Existing positions reduced: 894

Holders
2,450
Holders Change
+112
Holders Change %
+4.79%
% of All Funds
35.18%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.26%
New
232
Increased
880
Reduced
894
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

Rank Fund Capital Flow
1
CWP
Capital Wealth Planning
Florida
+$309M
2
IAIM
International Assets Investment Management
Florida
+$226M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$216M
4
BlackRock
BlackRock
New York
+$157M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$136M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$755M
2
Lazard Asset Management
Lazard Asset Management
New York
-$302M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$290M
4
N
Nuveen
North Carolina
-$265M
5
Goldman Sachs
Goldman Sachs
New York
-$243M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1976
Silvia McColl Wealth Management
California
$316K – – –
SIS
1977
Sound Income Strategies
Florida
$316K +$164K +657 +130%
ATS
1978
Ashton Thomas Securities
New York
$315K +$290K +1,163 New
BEW
1979
Burton Enright Welch
California
$315K – – –
JJBC
1980
James J. Burns & Company
New York
$315K – – –
FCA
1981
FLC Capital Advisors
California
$313K – – –
WRM
1982
Weybosset Research & Management
Rhode Island
$312K – – –
TNA
1983
True North Advisors
Texas
$312K – – –
SOW
1984
State of Wyoming
Wyoming
$311K -$13.9K -56 -5%
BCM
1985
BTC Capital Management
Iowa
$311K -$50.3K -202 -15%
BL
1986
Balentine LLC
Georgia
$309K +$249 +1 +0.1%
GFPC
1987
Global Financial Private Client
Florida
$309K +$6.72K +27 +2%
SI
1988
Seeds Investor
New York
$308K +$12K +48 +4%
CAC
1989
Certified Advisory Corp
Florida
$308K -$41.6K -167 -13%
CG
1990
Clifford Group
Massachusetts
$308K – – –
HI
1991
Hudock Inc
Pennsylvania
$307K – – –
XF
1992
XML Financial
Maryland
$306K +$25.1K +101 +10%
TC
1993
Truvestments Capital
Florida
$305K +$7.72K +31 +3%
NCM
1994
Novare Capital Management
North Carolina
$304K – – –
OPA
1995
Old Port Advisors
Maine
$304K +$20.4K +82 +8%
MHR
1996
Matthew Hamilton Rosenberg
$303K – – –
EGWAG
1997
Elwood & Goetz Wealth Advisory Group
Georgia
$303K +$278K +1,116 New
LWA
1998
Lineweaver Wealth Advisors
Ohio
$301K +$12.2K +49 +5%
EFG
1999
Ehrlich Financial Group
California
$300K +$1.49K +6 +0.5%
AFP
2000
Alpha Financial Partners
Kentucky
$300K +$276K +1,108 New
78 79
80
81 82

AXP Hedge Fund Activity: Q3 2024 in Review

2,450 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2024, worth a combined $161B — up 15% from $140B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new AXP positions and 95 closed out — a net gain of 137 holders — while 880 added to existing stakes and 894 trimmed.

The largest buyer was Capital Wealth Planning, adding an estimated $309M. The largest seller was Wellington Management Group, cutting an estimated $755M.

  • 2,450 institutional investors held American Express (AXP) as of Q3 2024, up from 2,338 in Q2 2024.
  • Funds reported $161B of American Express stock for Q3 2024, up 15% quarter-over-quarter.
  • 232 funds opened new American Express positions in Q3 2024 and 95 closed out, a net change of +137 holders.
  • The largest American Express buyer in Q3 2024 was Capital Wealth Planning, an estimated $309M added.
  • The largest American Express seller in Q3 2024 was Wellington Management Group, an estimated $755M sold.

Based on aggregated 13F filings for Q3 2024.