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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
CCC
1926
Compass Capital Corp
Massachusetts
$415K +$375K +1,304 New
FOA
1927
Five Oceans Advisors
California
$415K -$19.5K -68 -5%
GWM
1928
Greenwich Wealth Management
Connecticut
$414K +$102K +356 +34%
TCBWMS
1929
Texas Capital Bank Wealth Management Services
Texas
$413K +$400K +1,391 New
ISWM
1930
Independent Solutions Wealth Management
New York
$413K -$3.16K -11 -0.8%
HCA
1931
Hyperion Capital Advisors
New York
$410K -$86.2K -300 -18%
EFM
1932
E Fund Management
China
$409K +$156K +543 +65%
OL
1933
Optas LLC
Texas
$408K -$29.6K -103 -7%
BSSFA
1934
Baron Silver Stevens Financial Advisors
Florida
$408K +$57.5K +200 +17%
BSHC
1935
Breed's Hill Capital
Massachusetts
$407K +$128K +445 +48%
FFBTD
1936
First Financial Bank - Trust Division
Ohio
$407K
HWMO
1937
Heritage Wealth Management (Ohio)
Ohio
$406K -$11.5K -40 -3%
1CP
1938
17 Capital Partners
Arizona
$406K
LPT
1939
Legacy Private Trust
Wisconsin
$405K
THL
1940
Tillman Hartley LLC
Colorado
$404K -$21.3K -74 -5%
HFRG
1941
Houlihan Financial Resource Group
Virginia
$403K
KA
1942
KLCM Advisors
Wisconsin
$403K -$20.1K -70 -5%
FFP
1943
FourThought Financial Partners
Florida
$403K +$390K +1,357 New
CIP
1944
Convergence Investment Partners
Florida
$403K -$2.59K -9 -0.7%
WH
1945
Willner & Heller
California
$402K +$21K +73 +6%
CTA
1946
Colonial Trust Advisors
South Carolina
$402K
CAM
1947
CenterStar Asset Management
Illinois
$402K +$390K +1,356 New
PCM
1948
Polymer Capital Management
New York
$402K +$389K +1,353 New
NAMP
1949
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$401K -$35.9K -125 -8%
JWBC
1950
J.W. Burns & Co
New York
$401K

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.