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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
RT
1076
Rockland Trust
Massachusetts
$2.04M -$255K -888 -11%
IC
1077
Inkwell Capital
Florida
$2.03M +$1.97M +6,851 New
DWM
1078
Dynasty Wealth Management
Florida
$2.03M +$8.04K +28 +0.4%
SFO
1079
Stenger Family Office
Illinois
$2.02M +$1.96M +6,817 New
PSB
1080
Piscataqua Savings Bank
New Hampshire
$2.02M -$14.4K -50 -0.7%
BFG
1081
Beacon Financial Group
Texas
$2.02M -$33.9K -118 -2%
RCM
1082
RB Capital Management
Nevada
$2.02M +$86.5K +301 +5%
CFFP
1083
Center for Financial Planning
Michigan
$2.01M
AIC
1084
Argus Investors Counsel
New York
$2M -$125K -434 -6%
DWP
1085
Daymark Wealth Partners
Ohio
$1.99M +$30.2K +105 +0.1%
APW
1086
Aurora Private Wealth
New Jersey
$1.99M +$77.3K +269 +4%
CCA
1087
Checchi Capital Advisers
California
$1.98M -$2.59K -9 -0.1%
PTC
1088
Private Trust Company
Ohio
$1.97M -$5.17K -18 -0.3%
FHA
1089
Flagship Harbor Advisors
Massachusetts
$1.97M +$205K +712 +12%
CB
1090
Cadence Bank
Mississippi
$1.96M -$163K -567 -8%
LWCFA
1091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.95M -$180K -626 -9%
WI
1092
WBI Investments
New Jersey
$1.95M +$648K +2,256 +52%
ML
1093
McAdam LLC
Pennsylvania
$1.95M -$11.8K -41 -0.6%
WGCA
1094
Wolf Group Capital Advisors
Virginia
$1.94M
LDB
1095
Lee, Danner & Bass
Tennessee
$1.94M +$78.1K +272 +4%
HA
1096
Huntleigh Advisors
Missouri
$1.93M +$1.87M +6,512 New
BJL
1097
Brighton Jones LLC
Washington
$1.92M +$366K +1,273 +24%
RSWM
1098
Robertson Stephens Wealth Management
California
$1.92M -$52.3K -182 -3%
BTI
1099
Blue Trust Inc
Georgia
$1.92M -$411K -1,432 -18%
ECG
1100
Edge Capital Group
Georgia
$1.91M +$320K +1,113 +21%

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.