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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
LCM
2426
Logan Capital Management
Pennsylvania
$150K +$575 +2 +0.4%
CCMI
2427
Creative Capital Management Investments
California
$148K -$287 -1 -0.2%
CIA
2428
Cape Investment Advisory
Georgia
$148K -$12.6K -44 -8%
IWM
2429
IMG Wealth Management
Florida
$145K +$141K +490 New
NMG
2430
New Millennium Group
Utah
$145K +$287 +1 +0.2%
JAM
2431
JCIC Asset Management
Ontario, Canada
$139K
FPB
2432
First PREMIER Bank
South Dakota
$138K
RA
2433
Rise Advisors
New York
$137K -$3.16K -11 -2%
CB
2434
CNB Bank
Pennsylvania
$136K
EPIMS
2435
Evelyn Partners Investment Management Services
$135K +$131K +455 New
A
2436
AlphaQuest
New York
$134K -$76.4K -266 -37%
Bank Julius Baer & Co
2437
Bank Julius Baer & Co
Switzerland
$133K +$8.04K +28 +7%
FFL
2438
Financial Freedom LLC
Ohio
$131K
PP
2439
PrairieView Partners
Minnesota
$130K
SIS
2440
Strategic Investment Solutions
Illinois
$127K -$1.15K -4 -0.7%
BP
2441
BNP Paribas
France
$126K +$28.7K +100 +31%
FC
2442
Fairscale Capital
New Hampshire
$124K
B
2443
Birchbrook
Maine
$122K -$23.6K -82 -17%
HFS
2444
Hantz Financial Services
Michigan
$121K
BHWM
2445
Bay Harbor Wealth Management
Maryland
$120K +$2.3K +8 +2%
BHWM
2446
Beaird Harris Wealth Management
Texas
$119K +$34.2K +119 +42%
FMB
2447
Field & Main Bank
Kentucky
$119K
CAWM
2448
Capital A Wealth Management
Pennsylvania
$112K +$109K +378 New
AEPWM
2449
Atlantic Edge Private Wealth Management
Florida
$111K
BIA
2450
Bell Investment Advisors
California
$111K +$1.15K +4 +1%

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.