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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
CC
1701
Centiva Capital
New York
$597K -$3.01M -10,473 -84%
CSWM
1702
Cassady Schiller Wealth Management
Ohio
$595K +$8.33K +29 +1%
MCM
1703
Magnolia Capital Management
New York
$594K
PWM
1704
Pines Wealth Management
North Carolina
$594K +$582K +2,025 New
GCM
1705
Greenland Capital Management
New York
$594K -$300K -1,045 -34%
CIA
1706
Caerus Investment Advisors
Texas
$594K
HA
1707
Harbor Advisors
Florida
$594K
PG
1708
Prostatis Group
Maryland
$591K -$1.11M -3,852 -66%
LI
1709
LMCG Investments
Massachusetts
$590K +$11.2K +39 +2%
MAWA
1710
Moss Adams Wealth Advisors
Washington
$590K +$19K +66 +3%
TAA
1711
TB Alternative Assets
Cayman Islands
$589K +$570K +1,985 New
PIA
1712
Perennial Investment Advisors
California
$587K +$143K +496 +33%
AIM
1713
Allen Investment Management
New York
$586K
HA
1714
Herold Advisors
New York
$586K +$34.2K +119 +6%
LSIA
1715
LaSalle St. Investment Advisors
Illinois
$584K -$10.9K -38 -2%
GLA
1716
Good Life Advisors
Pennsylvania
$582K +$154K +535 +37%
VAG
1717
VisionPoint Advisory Group
Texas
$580K -$111K -387 -17%
WS
1718
Wela Strategies
Georgia
$578K +$72.1K +251 +15%
SMC
1719
Smith, Moore & Co
Missouri
$577K -$27.6K -96 -5%
ACM
1720
Arcataur Capital Management
Wisconsin
$576K -$2.87K -10 -0.5%
WCM
1721
Whitener Capital Management
North Carolina
$576K
DE
1722
Diversified Enterprises
Delaware
$575K +$11.2K +39 +2%
IFO
1723
Independent Family Office
New York
$573K
FCM
1724
Fairbanks Capital Management
California
$573K
KMWM
1725
Keudell/Morrison Wealth Management
Oregon
$572K

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.