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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
OFS
1551
OneAscent Financial Services
Alabama
$765K +$319K +1,110 +76%
OF
1552
Outfitter Financial
Maine
$764K -$14.4K -50 -2%
SIA
1553
SkyView Investment Advisors
New Jersey
$763K +$42.2K +147 +6%
FFA
1554
Fortune Financial Advisors
Kansas
$763K -$13.2K -46 -2%
SCA
1555
Sippican Capital Advisors
Massachusetts
$759K
FCCM
1556
First City Capital Management
Georgia
$759K -$7.18K -25 -1%
CW
1557
Channel Wealth
California
$759K -$4.6K -16 -0.6%
MAM
1558
McLean Asset Management
Virginia
$758K +$40.8K +142 +6%
AIS
1559
Accredited Investor Services
Minnesota
$758K +$733K +2,553 New
AIM
1560
Athena Investment Management
California
$753K -$26.1K -91 -3%
CFP
1561
Catalyst Financial Partners
Massachusetts
$750K +$12.4K +43 +2%
AC
1562
ASB Consultores
Florida
$750K -$58.3K -203 -7%
BWA
1563
Burt Wealth Advisors
Maryland
$748K +$1.72K +6 +0.2%
APP
1564
Avantax Planning Partners
Iowa
$748K -$58K -202 -7%
MWA
1565
Meridian Wealth Advisors
Texas
$744K
PAI
1566
Pittenger & Anderson Inc
Nebraska
$744K +$101K +350 +16%
PVM
1567
Palogic Value Management
Texas
$744K
SS
1568
Sunbelt Securities
Texas
$743K +$67.2K +234 +10%
EI
1569
Ecofi Investissements
France
$742K +$144K +500 +23%
HIP
1570
HUB Investment Partners
Texas
$742K +$53.2K +185 +8%
AWM
1571
Accurate Wealth Management
Florida
$742K +$83.9K +292 +13%
1WM
1572
1858 Wealth Management
Ohio
$741K -$6.89K -24 -1%
SCM
1573
Sage Capital Management
New Jersey
$740K
AA
1574
Auxano Advisors
Washington
$737K +$14.4K +50 +2%
WTB
1575
Washington Trust Bank
Washington
$737K +$215K +750 +43%

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.