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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
IC
1476
Iconiq Capital
California
$889K +$432K +1,505 +101%
OWA
1477
Outlook Wealth Advisors
Texas
$888K +$5.46K +19 +0.6%
UIM
1478
Unified Investment Management
Georgia
$886K +$858K +2,986 New
PWG
1479
Portside Wealth Group
Utah
$884K -$15.2K -53 -2%
PWM
1480
Purus Wealth Management
California
$882K -$23.8K -83 -3%
PP
1481
PDS Planning
Ohio
$880K +$10.9K +38 +1%
CA
1482
Capital Advantage
California
$880K +$852K +2,965 New
TF
1483
Tompkins Financial
New York
$880K +$134K +466 +19%
HC
1484
Hendley & Co
Ohio
$876K
ESB
1485
Essex Savings Bank
Connecticut
$875K +$13.8K +48 +2%
SB
1486
Strategic Blueprint
Georgia
$871K +$14.1K +49 +2%
CB
1487
Centennial Bank
Arkansas
$870K
SFI
1488
SPC Financial Inc
Maryland
$869K +$8.62K +30 +1%
MWS
1489
MFA Wealth Services
California
$868K +$840K +2,925 New
PCH
1490
PGIM Custom Harvest
New Jersey
$864K -$469K -1,634 -36%
KCPG
1491
Kavar Capital Partners Group
Kansas
$864K +$862 +3 +0.1%
CA
1492
Cambridge Advisors
Nebraska
$864K
KWA
1493
Kingswood Wealth Advisors
California
$862K -$222K -773 -21%
V
1494
VeraBank
Texas
$851K +$5.17K +18 +0.6%
BST
1495
Bath Savings Trust
Maine
$850K -$57.5K -200 -7%
HGA
1496
Hobbs Group Advisors
South Carolina
$850K
BIP
1497
Blueprint Investment Partners
North Carolina
$849K +$452K +1,572 +122%
WP
1498
Westmount Partners
California
$847K -$68.7K -239 -8%
AAP
1499
Arax Advisory Partners
Colorado
$846K +$243K +847 +42%
JWBC
1500
John W. Bristol & Co
New York
$846K

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.