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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
FA
1851
Fountainhead AM
New Jersey
$468K +$52.3K +182 +13%
KLI
1852
Kelman-Lazarov Inc
Tennessee
$468K -$862 -3 -0.2%
BWM
1853
Birchcreek Wealth Management
Ohio
$466K -$58K -202 -11%
MPW
1854
Monterey Private Wealth
California
$465K +$149K +517 +49%
FDDB
1855
Fidelity D&D Bancorp
Pennsylvania
$463K +$70.1K +244 +19%
EWA
1856
Exencial Wealth Advisors
Oklahoma
$461K -$50K -174 -10%
SDAM
1857
Shulman DeMeo Asset Management
New York
$461K -$862 -3 -0.2%
PFW
1858
Petros Family Wealth
Minnesota
$461K +$446K +1,553 New
OCM
1859
Objective Capital Management
Ohio
$460K -$53.2K -185 -11%
AAS
1860
Annex Advisory Services
Wisconsin
$460K -$1.72K -6 -0.4%
YDMI
1861
Y.D. More Investments
Israel
$459K +$72.1K +251 +19%
BOM
1862
Bank of Marin
California
$459K
SW
1863
Simplicity Wealth
New Jersey
$458K +$40.8K +142 +10%
6F
1864
626 Financial
Michigan
$457K +$38.8K +135 +10%
CWM
1865
Centric Wealth Management
Illinois
$455K
FWIA
1866
Fort Washington Investment Advisors
Ohio
$453K -$45.7K -159 -9%
M
1867
MOTCO
Texas
$453K -$159K -555 -27%
BCFD
1868
Boit C.F. David
$453K
ISFAN
1869
Investor's Fiduciary Advisor Network
Washington
$452K +$438K +1,525 New
MCM
1870
MV Capital Management
Maryland
$452K +$287 +1 +0.1%
OFO
1871
OneAscent Family Office
Alabama
$451K +$436K +1,519 New
ZB
1872
Zions Bancorporation
Utah
$448K +$10.1K +35 +2%
NB
1873
Northwest Bancshares
Pennsylvania
$448K
HFS
1874
Howard Financial Services
Texas
$447K +$120K +416 +38%
BW
1875
Bison Wealth
Georgia
$446K -$713K -2,480 -62%

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.