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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
EFSCE
1651
Enterprise Financial Services Corp (EFSC)
Missouri
$638K +$14.1K +49 +2%
CIC
1652
Carnegie Investment Counsel
Ohio
$637K -$205K -715 -25%
CP
1653
Clarendon Private
Massachusetts
$637K +$616K +2,145 New
AC
1654
Addison Capital
Pennsylvania
$636K -$10.1K -35 -2%
PWA
1655
Phoenix Wealth Advisors
North Carolina
$636K -$13.2K -46 -2%
OWA
1656
Opal Wealth Advisors
New York
$636K +$9.48K +33 +2%
SWMP
1657
Signature Wealth Management Partners
New Jersey
$634K -$10.1K -35 -2%
WA
1658
Wealth Architects
California
$634K -$19.8K -69 -3%
HCM
1659
Howland Capital Management
Massachusetts
$633K +$2.01K +7 +0.3%
ATC
1660
Adirondack Trust Company
New York
$629K -$8.33K -29 -1%
DIM
1661
Delta Investment Management
California
$627K -$67.2K -234 -10%
PJWM
1662
Philip James Wealth Mangement
Georgia
$627K +$3.45K +12 +0.6%
BFG
1663
Berger Financial Group
Minnesota
$626K +$110K +382 +22%
FPW
1664
Flagship Private Wealth
Massachusetts
$625K
RPC
1665
Rossmore Private Capital
Connecticut
$624K
APA
1666
Astoria Portfolio Advisors
New York
$624K +$16.7K +58 +3%
MIM
1667
Macroview Investment Management
Maryland
$623K
SNBOSD
1668
Security National Bank of So Dak
Iowa
$623K
SPI
1669
Sutton Place Investors
New York
$622K +$7.76K +27 +1%
WPC
1670
Waters Parkerson & Co
Louisiana
$622K -$2.3K -8 -0.4%
SHGA
1671
Sand Hill Global Advisors
California
$622K
CA
1672
Claro Advisors
Massachusetts
$621K -$33.3K -116 -5%
MSWA
1673
Marshall & Sterling Wealth Advisors
New York
$621K +$602K +2,094 New
HWA
1674
HCR Wealth Advisors
California
$617K +$862 +3 +0.1%
MA
1675
MONECO Advisors
Connecticut
$616K +$139K +484 +30%

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.