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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
FCG
2526
Financial Connections Group
California
$48K
RWM
2527
Rialto Wealth Management
New York
$46K +$44.5K +155 New
XC
2528
XY Capital
Hong Kong
$45.7K +$44.2K +154 New
MSG
2529
Main Street Group
Virginia
$44.6K +$6.03K +21 +16%
FWM
2530
FLP Wealth Management
Arkansas
$41.2K +$39.9K +139 New
GWSG
2531
GPS Wealth Strategies Group
Colorado
$40.1K
NA
2532
Nordwand Advisors
Pennsylvania
$40.1K
SO
2533
Sierra Ocean
California
$39.6K +$38.2K +133 New
CH
2534
Canton Hathaway
Rhode Island
$39K
FLP
2535
Financial Life Planners
Arizona
$38.3K +$37.1K +129 New
VWWMG
2536
Vermillion & White Wealth Management Group
Pennsylvania
$38.1K
DWA
2537
Delos Wealth Advisors
Texas
$37.4K +$7.47K +26 +26%
CW
2538
Curio Wealth
Maryland
$37.1K +$35.9K +125 New
AIC
2539
Archer Investment Corporation
Indiana
$36.9K -$1.44K -5 -4%
AWM
2540
Activest Wealth Management
Florida
$36.5K -$9.77K -34 -22%
CWM
2541
Consultiva Wealth Management
Puerto Rico
$35.6K +$34.5K +120 New
DFA
2542
DHJJ Financial Advisors
Illinois
$34.4K
TWD
2543
True Wealth Design
Ohio
$33.9K +$1.72K +6 +6%
MMCM
2544
Murphy & Mullick Capital Management
New York
$33.2K +$32.2K +112 New
SIP
2545
Sellwood Investment Partners
Oregon
$32.6K +$31.6K +110 New
BCA
2546
Bray Capital Advisors
Florida
$32.1K
GFL
2547
Granite FO LLC
New Hampshire
$30.9K
RFG
2548
REAP Financial Group
Texas
$30.6K +$287 +1 +1%
TAM
2549
Tucker Asset Management
Colorado
$30.6K -$234K -814 -89%
ACA
2550
American Capital Advisory
Idaho
$29.8K

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.