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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
SWTS
1826
Stonehaven Wealth & Tax Solutions
Wisconsin
$486K +$470K +1,637 New
AWM
1827
Accel Wealth Management
Iowa
$485K -$19.8K -69 -4%
SGK
1828
Steigerwald Gordon & Koch
Virginia
$485K +$1.15K +4 +0.2%
FCM
1829
Family Capital Management
Michigan
$484K +$58.9K +205 +14%
AWA
1830
Amplius Wealth Advisors
Pennsylvania
$483K +$22.1K +77 +5%
WCM
1831
Windsor Capital Management
Arizona
$483K -$27.6K -96 -6%
HWM
1832
Hemington Wealth Management
Virginia
$481K +$15.2K +53 +3%
SIAP
1833
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$480K +$287 +1 +0.1%
CS
1834
Capital Square
Tennessee
$478K -$31K -108 -7%
PWS
1835
Peterson Wealth Services
Utah
$478K +$575 +2 +0.1%
SFG
1836
Sovereign Financial Group
Connecticut
$477K +$40.5K +141 +10%
AA
1837
Advisory Alpha
Michigan
$477K +$156K +543 +51%
AA
1838
Aire Advisors
California
$477K +$42.2K +147 +10%
CPIA
1839
Cornell Pochily Investment Advisors
New York
$476K +$575 +2 +0.1%
MAG
1840
M3 Advisory Group
Massachusetts
$476K +$29K +101 +7%
CF
1841
Centaurus Financial
California
$476K +$82.5K +287 +22%
MW
1842
MBL Wealth
North Carolina
$475K -$27.9K -97 -6%
CHC
1843
City Holding Co
West Virginia
$474K
VA
1844
Valmark Advisers
Ohio
$473K +$94.2K +328 +26%
CBT
1845
Central Bank & Trust
Kentucky
$472K
RIM
1846
Rockbridge Investment Management
New York
$472K +$6.61K +23 +1%
KPWG
1847
KFA Private Wealth Group
Virginia
$470K +$14.7K +51 +3%
BFA
1848
Brown Financial Advisors
Ohio
$470K -$56.3K -196 -11%
RWP
1849
Revolve Wealth Partners
New Jersey
$469K -$290K -1,009 -39%
LC
1850
LCNB Corp
Ohio
$469K -$23.6K -82 -5%

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.