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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
AWM
1676
Aberdeen Wealth Management
Illinois
$616K -$10.1K -35 -2%
HWM
1677
Horizon Wealth Management
Illinois
$616K +$287 +1 +0%
AWM
1678
Aries Wealth Management
Maine
$615K -$454K -1,580 -43%
MIM
1679
Morningstar Investment Management
Illinois
$614K
LCGC
1680
Legacy Capital Group California
California
$614K
PWP
1681
Precedent Wealth Partners
Texas
$613K +$12.4K +43 +2%
TWM
1682
Thrive Wealth Management
Pennsylvania
$612K -$1.44K -5 -0.2%
PFA
1683
Pure Financial Advisors
California
$611K +$107K +373 +22%
LA
1684
LM Advisors
California
$611K -$287 -1 -0%
RMP
1685
Richards, Merrill & Peterson
Washington
$611K +$591K +2,057 New
FFS
1686
Founders Financial Securities
Maryland
$610K +$8.04K +28 +1%
SLG
1687
Stanley-Laman Group
Pennsylvania
$610K +$34.5K +120 +6%
RCA
1688
Ranch Capital Advisors
Florida
$610K
CCG
1689
Cypress Capital Group
Florida
$609K -$56K -195 -9%
BCM
1690
Blume Capital Management
California
$608K -$10.1K -35 -2%
BLC
1691
Brown, Lisle/Cummings
Rhode Island
$608K
AWM
1692
Angeles Wealth Management
California
$605K +$30.2K +105 +5%
CD
1693
Chapin Davis
Maryland
$604K
AF
1694
Atala Financial
California
$603K +$584K +2,032 New
KF
1695
KKM Financial
Illinois
$601K
WHCI
1696
W.H. Cornerstone Investments
Massachusetts
$600K +$580K +2,020 New
CAI
1697
Capital Advisors Inc
Oklahoma
$599K -$3.45K -12 -0.6%
OWA
1698
ORBA Wealth Advisors
Illinois
$599K +$862 +3 +0.1%
BFS
1699
BridgePort Financial Solutions
Iowa
$597K +$584K +2,031 New
GCA
1700
Genesee Capital Advisors
New York
$597K +$72.7K +253 +14%

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.