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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
TC
2476
Tacita Capital
Ontario, Canada
$86.1K -$43.1K -150 -34%
Q1WB
2477
Quest 10 Wealth Builders
Virginia
$84.3K +$81.6K +284 New
HC
2478
Hoese & Co
Minnesota
$83.1K
RFS
2479
Richardson Financial Services
Massachusetts
$83K -$862 -3 -1%
CMP
2480
Coston McIsaac & Partners
Maine
$82K
AWM
2481
Accredited Wealth Management
Kentucky
$81.8K +$79K +275 New
SC
2482
Stephens Consulting
Michigan
$81.3K -$2.01K -7 -2%
VWM
2483
Vermillion Wealth Management
Minnesota
$79.2K +$76.7K +267 New
WA
2484
WPG Advisers
Maryland
$79.2K +$76.7K +267 New
Loomis, Sayles & Company
2485
Loomis, Sayles & Company
Massachusetts
$79K +$76.4K +266 New
RDFA
2486
Ritter Daniher Financial Advisory
Ohio
$78.4K -$8.33K -29 -10%
WAG
2487
Wiser Advisor Group
Arizona
$78K +$287 +1 +0.4%
PFG
2488
Putney Financial Group
California
$77.8K +$75.3K +262 New
GK
2489
Graney & King
New York
$76.8K +$74.4K +259 New
WTFG
2490
Wood Tarver Financial Group
Idaho
$75K +$73.3K +255 New
FCMT
2491
Founders Capital Management (Texas)
Texas
$74.2K
CCA
2492
Criterion Capital Advisors
Tennessee
$74.1K
GEA
2493
Glen Eagle Advisors
New Jersey
$73.9K
AWM
2494
AllSquare Wealth Management
New York
$72.4K
FWM
2495
FSA Wealth Management
Massachusetts
$72.1K
AG
2496
AmeriFlex Group
Nevada
$70K +$63.2K +220 New
FP
2497
Financial Perspectives
Minnesota
$68.5K
HIM
2498
Hillsdale Investment Management
Ontario, Canada
$68.3K +$66.1K +230 New
WCM
2499
Winthrop Capital Management
Indiana
$68K
WAM
2500
WFA Asset Management
Wisconsin
$66.9K +$18.1K +63 +39%

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.