We are live on ! Find out more
AXP icon

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
SCP
2701
Stamos Capital Partners
California
-$260K -960 Closed
DFA
2702
Davies Financial Advisors
California
-$260K -959 Closed
SIC
2703
Sterling Investment Counsel
New York
-$254K -936 Closed
CMTU
2704
Capital Markets Trading (UK)
United Kingdom
-$268K -932 Closed
RWA
2705
Redhawk Wealth Advisors
Minnesota
-$250K -920 Closed
PD
2706
Planning Directions
Pennsylvania
-$246K -908 Closed
CCP
2707
Carmel Capital Partners
California
-$231K -851 Closed
FVWA
2708
Foster Victor Wealth Advisors
South Carolina
-$226K -831 Closed
HOWA
2709
Heritage Oak Wealth Advisors
Florida
-$223K -821 Closed
IWA
2710
IVC Wealth Advisors
Pennsylvania
-$221K -814 Closed
RIG
2711
Ramiah Investment Group
Wisconsin
-$221K -814 Closed
TCWA
2712
Turtle Creek Wealth Advisors
Texas
-$221K -814 Closed
CFAM
2713
Center For Asset Management
Florida
-$218K -805 Closed
RBC
2714
Romano Brothers & Co
Illinois
-$217K -800 Closed
FAIM
2715
Financial Advocates Investment Management
Washington
-$216K -795 Closed
CPW
2716
Crestmont Private Wealth
Texas
-$213K -787 Closed
BWM
2717
Baron Wealth Management
Michigan
-$212K -783 Closed
IWP
2718
Insight Wealth Partners
Texas
-$211K -777 Closed
EAM
2719
Everstar Asset Management
North Carolina
-$203K -750 Closed
IAS
2720
IMA Advisory Services
Colorado
-$175K -644 Closed
PW
2721
Paladin Wealth
Minnesota
-$165K -609 Closed
HWMC
2722
Heritage Wealth Management (California)
California
-$145K -536 Closed
VAMG
2723
Voisard Asset Management Group
Michigan
-$100K -369 Closed
NFA
2724
Northwest Financial Advisors
Virginia
-$99K -365 Closed
FAM
2725
Flaharty Asset Management
Florida
-$70.6K -260 Closed

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.