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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
DPW
2576
DiNuzzo Private Wealth
Pennsylvania
$14.8K
ETS
2577
ESL Trust Services
New York
$14.8K
CWM
2578
CarsonAllaria Wealth Management
Illinois
$14.2K
SIC
2579
SJS Investment Consulting
Ohio
$13.9K -$2.3K -8 -15%
PP
2580
Pacifica Partners
Canada
$13.4K
CWC
2581
Carolinas Wealth Consulting
North Carolina
$13.4K
FIA
2582
FPC Investment Advisory
California
$13.3K +$8.91K +31 +282%
VWA
2583
Valued Wealth Advisors
Utah
$13.1K -$3.16K -11 -20%
CWA
2584
Carolina Wealth Advisors
South Carolina
$13.1K
HCM
2585
Horrell Capital Management
Arkansas
$13K
HWM
2586
HighMark Wealth Management
Minnesota
$12.7K
SWM
2587
Sugarloaf Wealth Management
Georgia
$12.5K
RF
2588
Robinswood Financial
Washington
$12.2K
MBFW
2589
Morton Brown Family Wealth
Pennsylvania
$11.9K
AIP
2590
Alexis Investment Partners
Texas
$11.9K +$11.5K +40 New
DCM
2591
Davis Capital Management
Florida
$11.3K
MAS
2592
MPWM Advisory Solutions
Georgia
$10.7K +$10.3K +36 New
HFS
2593
HBC Financial Services
Washington
$10K
GIM
2594
Gold Investment Management
Alberta, Canada
$9.79K
RTL
2595
Red Tortoise LLC
Georgia
$9.5K
OA
2596
Operose Advisors
Wisconsin
$8.9K -$28.2K -98 -77%
VWM
2597
Valley Wealth Managers
New Jersey
$8.9K
CWP
2598
Clark Wealth Partners
Illinois
$8.9K +$8.62K +30 New
FFA
2599
Frazier Financial Advisors
Ohio
$8.33K -$3.73K -13 -32%
HHGA
2600
Halbert Hargrove Global Advisors
California
$8.31K +$8.04K +28 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.