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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
FNWA
2601
Financial Network Wealth Advisors
Utah
$8.01K -$77.9K -271 -91%
AF
2602
Aviso Financial
Ontario, Canada
$8.01K -$54.3K -189 -88%
MA
2603
Modus Advisors
Minnesota
$8.01K +$7.76K +27 New
TFGT
2604
TS Financial Group (TSFG)
Illinois
$8K
CJ
2605
Caitlin John
Michigan
$7.54K
FUBT
2606
First United Bank & Trust
Maryland
$7.42K
AP
2607
Atwood & Palmer
Missouri
$7.12K
WCM
2608
WealthTrak Capital Management
Virginia
$7.12K +$6.89K +24 New
YAL
2609
Your Advocates Ltd
Texas
$5.95K
IA
2610
IFS Advisors
Kansas
$5.93K
RPA
2611
Redwood Park Advisors
California
$5.34K +$5.17K +18 New
CF
2612
Conquis Financial
California
$5.34K +$5.17K +18 New
LSV Asset Management
2613
LSV Asset Management
Illinois
$5K +$4.6K +16 New
PS
2614
PayPay Securities
Japan
$4.45K
PWA
2615
Principia Wealth Advisory
Texas
$4.45K +$4.31K +15 New
PPA
2616
Painted Porch Advisors
California
$4.16K +$4.02K +14 New
PA
2617
Pineridge Advisors
Missouri
$3.86K -$575 -2 -13%
WW
2618
Winnow Wealth
Texas
$3.63K +$3.73K +13 New
BMC
2619
Bear Mountain Capital
Washington
$3.26K +$2.87K +10 New
WAS
2620
Winch Advisory Services
Wisconsin
$3.06K -$2.87K -10 -50%
AP
2621
Aspect Partners
Virginia
$2.67K
JFG
2622
JDM Financial Group
Texas
$2.67K
CWM
2623
Crowley Wealth Management
Delaware
$2.37K +$2.3K +8 New
PWM
2624
Parkworth Wealth Management
California
$2.08K +$2.01K +7 New
NS
2625
NBC Securities
Alabama
$2.07K -$2.01M -7,008 -100%

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.