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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
MMG
1601
Monetary Management Group
Missouri
$705K
BCG
1602
Breakwater Capital Group
New Jersey
$704K -$21K -73 -3%
CFG
1603
Cooper Financial Group
California
$703K +$190K +663 +39%
QWP
1604
Quotient Wealth Partners
Texas
$702K +$93.9K +327 +16%
MFS
1605
Miller Financial Services
Michigan
$700K +$678K +2,360 New
SAI
1606
Savvy Advisors Inc
New York
$700K +$142K +493 +26%
QFA
1607
Quantum Financial Advisors
California
$700K -$261K -910 -28%
RCG
1608
Regatta Capital Group
California
$699K -$29.9K -104 -4%
WFA
1609
WMG Financial Advisors
Tennessee
$698K -$4.88K -17 -0.7%
MFT
1610
Moisand Fitzgerald Tamayo
Florida
$694K
MWA
1611
Moser Wealth Advisors
Washington
$690K
RCM
1612
Raleigh Capital Management
North Carolina
$690K -$32.5K -113 -5%
PFS
1613
Physicians Financial Services
North Carolina
$689K
UB
1614
Umpqua Bank
Oregon
$686K +$12.4K +43 +2%
MBTD
1615
Mechanics Bank - Trust Department
California
$684K -$105K -364 -14%
AIM
1616
Acropolis Investment Management
Missouri
$683K -$14.9K -52 -2%
SLA
1617
Silver Lake Advisory
Utah
$678K -$10.6K -37 -2%
TIA
1618
Tiemann Investment Advisors
California
$678K -$48K -167 -7%
AWM
1619
Arista Wealth Management
Nevada
$675K +$10.6K +37 +2%
PGAM
1620
Princeton Global Asset Management
New Jersey
$673K -$80.7K -281 -11%
AF
1621
Apexium Financial
Texas
$673K +$347K +1,207 +114%
CAM
1622
Covenant Asset Management
New Jersey
$671K
ATFA
1623
All Terrain Financial Advisors
Minnesota
$670K
BHWM
1624
Bar Harbor Wealth Management
New Hampshire
$670K -$36.8K -128 -5%
BHIA
1625
Birch Hill Investment Advisors
Massachusetts
$668K

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.