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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
S
2501
Sachetta
Massachusetts
$65.3K +$287 +1 +0.5%
FG
2502
Fairman Group
Pennsylvania
$65.3K
JFA
2503
JNBA Financial Advisors
Minnesota
$63.5K
RWML
2504
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$60.7K +$21.3K +74 +57%
JGIA
2505
Jackson Grant Investment Advisers
Connecticut
$60.2K
CCC
2506
Chelsea Counsel Company
California
$59.4K
SA
2507
SRH Advisors
Kansas
$59.4K
TCG
2508
Transcendent Capital Group
Oklahoma
$59.4K
FW
2509
Fairway Wealth
Ohio
$59.4K +$57.5K +200 New
NRWA
2510
North Ridge Wealth Advisors
Oregon
$59.4K +$57.5K +200 New
DF
2511
Dunhill Financial
United Kingdom
$58.5K +$38.5K +134 +213%
WA
2512
Whipplewood Advisors
Colorado
$58.2K +$56.3K +196 New
IFS
2513
Intelligent Financial Strategies
Minnesota
$57.6K
ACA
2514
Atlas Capital Advisors
Wyoming
$57.3K -$21K -73 -27%
AFG
2515
Albion Financial Group
Utah
$57K +$25.6K +89 +86%
WWA
2516
Wingate Wealth Advisors
Massachusetts
$56.4K +$54.6K +190 New
AIP
2517
Arrowpoint Investment Partners
Singapore
$53.4K +$51.7K +180 New
GP
2518
Greenline Partners
New York
$53.4K +$51.7K +180 New
RTC
2519
Riverview Trust Company
Washington
$52.8K
CWP
2520
Concord Wealth Partners
Virginia
$51K -$71.8K -250 -59%
AWM
2521
Abound Wealth Management
Tennessee
$49K -$17K -59 -26%
JFGIW
2522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.5K -$156K -544 -78%
TCM
2523
Tradewinds Capital Management
Washington
$48.4K +$1.44K +5 +3%
RF
2524
Roxbury Financial
New Jersey
$48.2K +$45.4K +158 New
GA
2525
GoalVest Advisory
New York
$48.1K -$47.1K -164 -50%

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.