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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
MCM
1976
Mainstream Capital Management
California
$380K -$1.15K -4 -0.3%
OWA
1977
One Wealth Advisors
California
$380K +$8.62K +30 +2%
Fidelity International
1978
Fidelity International
Bermuda
$380K +$50.9K +177 +16%
RFA
1979
Reyes Financial Architecture
California
$380K +$368K +1,280 New
AAG
1980
Armstrong Advisory Group
Massachusetts
$379K -$52.3K -182 -12%
4WM
1981
4J Wealth Management
Virginia
$379K
TIM
1982
Tortoise Investment Management
New York
$379K +$4.31K +15 +1%
BOPW
1983
Brandywine Oak Private Wealth
Pennsylvania
$379K +$862 +3 +0.2%
SAA
1984
Southeast Asset Advisors
Georgia
$378K +$575 +2 +0.2%
MAG
1985
Mayfair Advisory Group
Alabama
$378K
PPP
1986
Private Portfolio Partners
New Jersey
$378K -$56.9K -198 -13%
OFG
1987
Oxford Financial Group
Indiana
$378K -$37.9K -132 -9%
TC
1988
Taika Capital
Florida
$377K +$365K +1,270 New
RA
1989
Ruggaard & Associates
Ohio
$377K -$194K -675 -35%
EPP
1990
ETF Portfolio Partners
Kansas
$377K
CAG
1991
Centerpoint Advisory Group
Kansas
$375K +$363K +1,264 New
MCM
1992
Mendel Capital Management
Arkansas
$375K +$20.4K +71 +6%
CCA
1993
Cottonwood Capital Advisors
Utah
$374K +$55.7K +194 +18%
MF
1994
Manchester Financial
California
$373K
SCM
1995
Sterneck Capital Management
Missouri
$373K +$86.8K +302 +32%
SWM
1996
Silverlake Wealth Management
Vermont
$373K -$159K -553 -31%
RAM
1997
Redmond Asset Management
Virginia
$372K +$360K +1,252 New
VWM
1998
Vigilare Wealth Management
Arizona
$371K -$27.3K -95 -7%
ATS
1999
Ashton Thomas Securities
New York
$371K +$26.1K +91 +8%
LSWP
2000
Liberty Square Wealth Partners
Pennsylvania
$371K +$343K +1,193 New

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.