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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
BW
2126
BIP Wealth
Georgia
$306K +$6.89K +24 +2%
PMWMG
2127
Parr McKnight Wealth Management Group
Minnesota
$305K +$295K +1,026 New
FBT
2128
First Bankers Trust
Kentucky
$305K
SCM
2129
Stonebridge Capital Management
California
$303K
SIC
2130
Samalin Investment Counsel
New York
$303K +$73.8K +257 +34%
HFS
2131
Hopwood Financial Services
Virginia
$302K +$292K +1,017 New
PCM
2132
Princeton Capital Management
New Jersey
$302K +$4.6K +16 +2%
MME
2133
Meag Munich Ergo
Germany
$301K -$1.02M -3,548 -78%
EBA
2134
Eagle Bay Advisors
New York
$301K -$174K -607 -37%
KLCM
2135
KG&L Capital Management
Louisiana
$300K -$6.03K -21 -2%
OSNBOA
2136
Old Second National Bank of Aurora
Illinois
$300K +$2.87K +10 +1%
SAM
2137
Secure Asset Management
Michigan
$299K +$289K +1,007 New
CFS
2138
CRA Financial Services
New Jersey
$298K -$3.45K -12 -1%
MAWCM
2139
Mine & Arao Wealth Creation & Management
California
$298K
FGWP
2140
Founders Grove Wealth Partners
Virginia
$298K +$289K +1,005 New
ZI
2141
ZEGA Investments
Florida
$298K +$267K +928 New
GCP
2142
GSA Capital Partners
United Kingdom
$298K -$474K -1,650 -62%
CAM
2143
Close Asset Management
United Kingdom
$297K
PWAM
2144
Pinnacle West Asset Management
Wyoming
$297K
NED
2145
Nancy E. Dempze
$297K
ACM
2146
Aurdan Capital Management
Pennsylvania
$297K +$287K +1,000 New
CCWM
2147
Correct Capital Wealth Management
Missouri
$296K +$47.1K +164 +20%
IBOK
2148
Independence Bank of Kentucky
Kentucky
$294K -$7.18K -25 -2%
MA
2149
Mezzasalma Advisors
New Jersey
$294K +$6.89K +24 +2%
AIA
2150
Allied Investment Advisors
Montana
$294K +$284K +989 New

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.