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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
TWP
1951
Tyche Wealth Partners
Texas
$399K +$2.87K +10 +0.7%
CIAM
1952
Caitong International Asset Management
Hong Kong
$397K +$384K +1,337 New
VAS
1953
Vestmark Advisory Solutions
Massachusetts
$396K +$383K +1,333 New
PCWA
1954
Pacific Capital Wealth Advisors
California
$395K -$12.4K -43 -3%
CSPIA
1955
Cary Street Partners Investment Advisory
Virginia
$394K -$7.23M -25,161 -95%
SN
1956
Sittner & Nelson
Oregon
$393K +$287 +1 +0.1%
WCFA
1957
Walkner Condon Financial Advisors
Wisconsin
$392K -$2.3K -8 -0.6%
CAL
1958
Capital Advisors Ltd
Ohio
$391K +$10.3K +36 +3%
GDP
1959
Great Diamond Partners
Maine
$391K +$287 +1 +0.1%
SAM
1960
Summit Asset Management
Tennessee
$390K
NSAM
1961
North Star Asset Management
Wisconsin
$389K
HFS
1962
Heritage Financial Services
Massachusetts
$389K
MMHP
1963
Murphy Middleton Hinkle & Parker
Georgia
$388K
TCOTS
1964
Trust Company of the South
North Carolina
$388K -$48.3K -168 -11%
AFT
1965
Alpha Family Trust
California
$387K
KFA
1966
Kapstone Financial Advisors
Ohio
$387K
FA
1967
Fagan Associates
New York
$386K
MJP
1968
Michael J. Puzo
$386K
WC
1969
Wexford Capital
Florida
$386K
JIP
1970
Jaffetilchin Investment Partners
Florida
$385K +$575 +2 +0.2%
AWA
1971
Alta Wealth Advisors
Massachusetts
$385K +$373K +1,298 New
AMG
1972
Advisors Management Group
Wisconsin
$385K -$6.32K -22 -2%
HGERS
1973
Householder Group Estate & Retirement Specialist
Arizona
$384K -$248K -863 -40%
TNA
1974
True North Advisors
Texas
$384K +$41.1K +143 +12%
SWM
1975
Stockman Wealth Management
Montana
$381K +$3.73K +13 +1%

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.