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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
CWG
1401
Cornerstone Wealth Group
North Carolina
$1.01M -$34.5K -120 -3%
RIA
1402
Richwood Investment Advisors
Ohio
$1.01M +$23K +80 +2%
ZIG
1403
Zullo Investment Group
Pennsylvania
$1.01M +$37.3K +130 +4%
MFA
1404
Mayflower Financial Advisors
Massachusetts
$1.01M -$95.7K -333 -9%
1WA
1405
180 Wealth Advisors
Washington
$1.01M -$9.48K -33 -1%
TWM
1406
Trueblood Wealth Management
Ohio
$999K +$95.7K +333 +11%
VV
1407
Verity & Verity
South Carolina
$999K +$416K +1,447 +75%
KA
1408
Kovack Advisors
Florida
$997K +$10.9K +38 +1%
CCG
1409
Catalina Capital Group
California
$996K +$9.77K +34 +1%
TYCC
1410
Texas Yale Capital Corp
Florida
$994K +$64.6K +225 +7%
LP
1411
LGL Partners
Pennsylvania
$993K -$12.6K -44 -1%
BB
1412
Bell Bank
North Dakota
$989K -$1.44K -5 -0.1%
CMANY
1413
Capital Management Associates (New York)
New York
$989K -$248K -864 -21%
FFA
1414
First Foundation Advisors
California
$989K -$2.87K -10 -0.3%
MFS
1415
Mattson Financial Services
Michigan
$987K -$469K -1,634 -31%
NA
1416
Navellier & Associates
Nevada
$987K +$410K +1,426 +75%
BF
1417
Brucke Financial
Indiana
$986K +$893K +3,107 New
LFG
1418
Larson Financial Group
Missouri
$985K -$86.2K -300 -8%
OL
1419
one8zero8 LLC
North Carolina
$985K +$954K +3,320 New
ACGA
1420
Atlanta Consulting Group Advisors
Georgia
$985K -$8.04K -28 -0.8%
AIM
1421
Aspen Investment Management
Michigan
$984K +$287 +1 +0%
GA
1422
Geller Advisors
New York
$983K -$5.17K -18 -0.5%
SIC
1423
Sigma Investment Counselors
Michigan
$981K
FMN
1424
Financial Management Network
California
$977K -$4.6K -16 -0.5%
TWM
1425
Tanager Wealth Management
United Kingdom
$976K -$24.4K -85 -3%

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.