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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
SPWG
1751
Sage Private Wealth Group
Illinois
$549K -$14.1K -49 -3%
MPIA
1752
Mountain Pacific Investment Advisers
Idaho
$548K -$7.18K -25 -1%
AA
1753
Alta Advisers
United Kingdom
$547K +$69.5K +242 +15%
SIG
1754
Stonegate Investment Group
Alabama
$545K -$288K -1,001 -35%
T
1755
TOBAM
France
$545K -$182K -633 -26%
IAN
1756
Integrated Advisors Network
Texas
$545K -$21K -73 -4%
HR
1757
Howe & Rusling
New York
$544K
MWM
1758
Maridea Wealth Management
New York
$543K +$526K +1,831 New
BFC
1759
Blue Fin Capital
Rhode Island
$541K
MIM
1760
Merrion Investment Management
New Jersey
$540K
BMWS
1761
Brady Martz Wealth Solutions
North Dakota
$540K +$516K +1,797 New
WFI
1762
West Family Investments
California
$540K -$6.89K -24 -1%
PWP
1763
PrairieView Wealth Partners
Illinois
$540K
KAS
1764
KPP Advisory Services
Kentucky
$537K
SA
1765
Strategic Advocates
Utah
$536K -$164K -572 -24%
BP
1766
BBR Partners
New York
$535K +$157K +546 +44%
CAGAS
1767
Capital Advisory Group Advisory Services
Minnesota
$532K +$515K +1,794 New
CH
1768
Cromwell Holdings
Wyoming
$532K
KCM
1769
Kathmere Capital Management
Pennsylvania
$532K +$146K +508 +40%
WAS
1770
Wealth Advisory Solutions
Indiana
$531K +$60.9K +212 +13%
ACM
1771
Allred Capital Management
Texas
$531K +$575 +2 +0.1%
TIM
1772
Thompson Investment Management
Wisconsin
$529K
TVAMP
1773
Tennessee Valley Asset Management Partners
Tennessee
$528K -$3.16K -11 -0.6%
R
1774
Rebalance
California
$527K +$54.9K +191 +12%
W
1775
Wealthquest
Ohio
$525K +$9.19K +32 +2%

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.