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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
IB
2226
Intrust Bank
Kansas
$259K -$6.61K -23 -3%
LK
2227
Lumbard & Kellner
New Hampshire
$258K
OCBCO
2228
Oversea-Chinese Banking Corp (OCBC)
Singapore
$258K +$250K +869 New
DC
2229
DeDora Capital
California
$258K
SIMG
2230
Sonora Investment Management Group
Arizona
$256K +$5.46K +19 +2%
MSF
2231
Mustard Seed Financial
Arkansas
$256K
CFSG
2232
Clark Financial Services Group
Missouri
$256K +$16.4K +57 +7%
JWM
2233
JGP Wealth Management
Oregon
$256K -$862 -3 -0.3%
CA
2234
Cornerstone Advisory
Maryland
$255K +$236K +821 New
SHWM
2235
Smith & Howard Wealth Management
Georgia
$255K
LAM
2236
Longboard Asset Management
Arizona
$255K +$247K +860 New
OCM
2237
Osterweis Capital Management
California
$255K
SFP
2238
Sandbox Financial Partners
Maryland
$254K +$7.18K +25 +3%
BCA
2239
Bay Colony Advisors
Massachusetts
$254K -$2.87K -10 -1%
WAM
2240
Weatherly Asset Management
California
$254K -$485K -1,687 -66%
OWP
2241
ORG Wealth Partners
Texas
$253K -$16.1K -56 -6%
GCM
2242
Graham Capital Management
Connecticut
$253K -$6.46M -22,470 -96%
PAMG
2243
Patton Albertson Miller Group
Tennessee
$253K -$41.4K -144 -14%
BWFA
2244
Baltimore-Washington Financial Advisors
Maryland
$253K -$862 -3 -0.4%
AIA
2245
Angeles Investment Advisors
California
$252K -$2.59K -9 -1%
GB
2246
Goepper Burkhardt
South Carolina
$252K
SSWM
2247
Sheets Smith Wealth Management
North Carolina
$252K +$575 +2 +0.2%
AW
2248
Apricus Wealth
South Carolina
$251K
BCM
2249
Becker Capital Management
Oregon
$251K -$1.04M -3,626 -81%
GS
2250
GWN Securities
Florida
$250K +$223K +777 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.