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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
SWM
1426
SeaCrest Wealth Management
New York
$976K +$1.15K +4 +0.1%
PWA
1427
Provenance Wealth Advisors
Florida
$971K -$1.65M -5,728 -64%
ACM
1428
Aljian Capital Management
Nevada
$969K +$1.44K +5 +0.2%
LA
1429
LVW Advisors
New York
$969K -$82.2K -286 -8%
CTC
1430
Cetera Trust Company
Minnesota
$968K
HFM
1431
Hartford Financial Management
Connecticut
$967K
KFS
1432
Kurt F. Somerville
$965K
PHS
1433
Pekin Hardy Strauss
Illinois
$964K +$14.4K +50 +2%
IAIM
1434
International Assets Investment Management
Florida
$959K -$260M -906,524 -100%
WP
1435
WMS Partners
Maryland
$958K -$3.16K -11 -0.3%
LA
1436
Lifeworks Advisors
Michigan
$958K +$26.7K +93 +3%
MSWM
1437
McGlone Suttner Wealth Management
Wisconsin
$956K +$14.4K +50 +2%
LJAC
1438
L.J. Altfest & Co
New York
$955K +$862 +3 +0.1%
UCB
1439
United Community Bank
South Carolina
$951K
PWW
1440
Pettyjohn Wood & White
Virginia
$951K +$287K +1,000 +45%
UAML
1441
US Asset Management LLC
Pennsylvania
$950K -$39.1K -136 -4%
FFM
1442
Fullerton Fund Management
Singapore
$949K +$918K +3,196 New
MAA
1443
Matrix Asset Advisors
New York
$946K -$7.18K -25 -0.8%
CGL
1444
Clarius Group LLC
Washington
$943K -$201K -700 -18%
ARMT
1445
Amica Retiree Medical Trust
Rhode Island
$939K -$79.6K -277 -8%
ERIM
1446
Eagle Ridge Investment Management
Connecticut
$934K
MA
1447
MJP Associates
Connecticut
$933K +$536K +1,867 +146%
GKWIM
1448
Gerber Kawasaki Wealth & Investment Management
California
$929K +$81.9K +285 +10%
SAM
1449
SignalPoint Asset Management
Missouri
$926K -$8.04K -28 -0.9%
CA
1450
Continuum Advisory
Idaho
$921K +$71.5K +249 +9%

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.