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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
WPW
1151
Waldron Private Wealth
Pennsylvania
$1.69M +$4.6K +16 +0.3%
MFG
1152
Monte Financial Group
Connecticut
$1.69M -$87.1K -303 -5%
CAL
1153
Capital Analysts LLC
Pennsylvania
$1.68M +$186K +647 +13%
BWA
1154
Blodgett Wealth Advisors
California
$1.68M -$16.4K -57 -1%
SWA
1155
Stratos Wealth Advisors
Ohio
$1.68M -$173K -601 -10%
AR
1156
Advisory Research
Illinois
$1.67M -$244K -849 -13%
MAMU
1157
Myriad Asset Management US
Florida
$1.67M +$1.62M +5,626 New
MG
1158
Mather Group
Illinois
$1.66M -$95.1K -331 -6%
TCM
1159
Twin Capital Management
Pennsylvania
$1.66M -$51.4K -179 -3%
NWM
1160
Northcape Wealth Management
New York
$1.66M
MCM
1161
Manchester Capital Management
Vermont
$1.65M -$8.04K -28 -0.5%
TPI
1162
Trust Point Inc
Wisconsin
$1.65M -$26.4K -92 -2%
CPG
1163
Cornerstone Planning Group
New Jersey
$1.64M +$3.16K +11 +0.2%
SI
1164
Saxon Interests
Texas
$1.64M +$27.3K +95 +2%
PVI
1165
Pine Valley Investments
New Jersey
$1.64M -$1.15K -4 -0.1%
TPW
1166
Transatlantique Private Wealth
New York
$1.64M +$287 +1 +0%
FWCM
1167
Ferguson Wellman Capital Management
Oregon
$1.64M -$151K -526 -9%
CA
1168
Crewe Advisors
Utah
$1.64M -$1.44K -5 -0.1%
LNB
1169
Ledyard National Bank
$1.64M -$26.7K -93 -2%
SP
1170
Stonebrook Private
Michigan
$1.64M +$14.9K +52 +1%
ICP
1171
Interchange Capital Partners
Pennsylvania
$1.64M -$51.4K -179 -3%
KCM
1172
KRS Capital Management
Michigan
$1.63M -$4.02K -14 -0.3%
IA
1173
Icon Advisers
Colorado
$1.63M
CFGA
1174
Cambridge Financial Group (Arizona)
Arizona
$1.63M -$6.03K -21 -0.4%
GBT
1175
Grove Bank & Trust
Florida
$1.63M -$71.5K -249 -4%

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.