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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
AA
1001
Argent Advisors
Louisiana
$2.49M -$71K -247 -3%
PCG
1002
Prosperity Consulting Group
Maryland
$2.49M +$17.2K +60 +0.7%
IW
1003
IronOak Wealth
Texas
$2.48M +$2.4M +8,367 New
PA
1004
Procyon Advisors
Connecticut
$2.48M +$77.6K +270 +3%
PWP
1005
Principle Wealth Partners
Connecticut
$2.47M -$14.4K -50 -0.6%
SFO
1006
Stokes Family Office
Louisiana
$2.46M +$839K +2,922 +54%
CP
1007
Cornerstone Planning
North Carolina
$2.46M +$2.39M +8,302 New
WIC
1008
Woodmont Investment Counsel
Tennessee
$2.45M -$192K -668 -7%
OLVIG
1009
Oliver Lagore Vanvalin Investment Group
Michigan
$2.45M
VST
1010
Van Strum & Towne
California
$2.45M +$316K +1,100 +15%
CS
1011
Cannell & Spears
New York
$2.44M +$4.6K +16 +0.2%
MSA
1012
MUFG Securities Americas
New York
$2.44M +$2.36M +8,216 New
ACM
1013
Accent Capital Management
Ohio
$2.43M -$144K -500 -6%
SIAG
1014
Signet Investment Advisory Group
Rhode Island
$2.43M -$43.1K -150 -2%
SWA
1015
SOA Wealth Advisors
New York
$2.42M +$33.3K +116 +1%
MYLI
1016
Meiji Yasuda Life Insurance
Japan
$2.41M +$598K +2,083 +34%
WWM
1017
Western Wealth Management
Colorado
$2.4M -$128K -447 -5%
BAM
1018
Berkshire Asset Management
Pennsylvania
$2.39M -$338K -1,177 -14%
EWM
1019
Empirical Wealth Management
Washington
$2.38M -$41.4K -144 -2%
NI
1020
Natural Investments
California
$2.38M +$2.3M +8,011 New
OPCM
1021
Osborne Partners Capital Management
California
$2.33M -$81K -282 -3%
LA
1022
LBP AM
France
$2.33M -$10.4M -36,332 -82%
CAG
1023
Csenge Advisory Group
Florida
$2.32M -$219K -761 -9%
GI
1024
GAMMA Investing
California
$2.32M +$209K +727 +10%
SYBT
1025
Stock Yards Bank & Trust
Kentucky
$2.31M -$414K -1,441 -16%

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.