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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
CNTOF
2026
Canandaigua National Trust of Florida
New York
$361K +$349K +1,216 New
FCM
2027
Firestone Capital Management
Florida
$361K
VCM
2028
Versant Capital Management
Arizona
$359K +$79.6K +277 +30%
BFG
2029
Bouchey Financial Group
New York
$358K -$19K -66 -5%
VFA
2030
Values First Advisors
Tennessee
$358K +$347K +1,207 New
NCM
2031
Novare Capital Management
North Carolina
$357K +$23.6K +82 +7%
HPM
2032
Hoxton Planning & Management
West Virginia
$357K +$1.72K +6 +0.5%
LI
2033
Lafayette Investments
Maryland
$356K -$35.6K -124 -9%
RPWA
2034
Regent Peak Wealth Advisors
Georgia
$356K +$7.47K +26 +2%
OFG
2035
Omega Financial Group
California
$356K
SEA
2036
Stegent Equity Advisors
Texas
$356K +$6.32K +22 +2%
WAM
2037
Wolverine Asset Management
Illinois
$356K +$345K +1,200 New
AFP
2038
Ausdal Financial Partners
Iowa
$356K +$60.9K +212 +21%
VBFG
2039
Vishria Bird Financial Group
Tennessee
$355K
CMS
2040
Capital Market Strategies
Florida
$354K
FAM
2041
Formidable Asset Management
Ohio
$354K
BCM
2042
BTC Capital Management
Iowa
$352K -$17K -59 -5%
AWAU
2043
Alliance Wealth Advisors (Utah)
Utah
$351K -$862 -3 -0.3%
NFG
2044
Nadler Financial Group
Illinois
$349K
SFWC
2045
Strategic Family Wealth Counselors
New Jersey
$349K +$107K +373 +46%
MIM
2046
Montgomery Investment Management
Maryland
$349K
ODIJL
2047
One Day In July LLC
Vermont
$349K
TC
2048
Truvestments Capital
Florida
$349K +$13.8K +48 +4%
SA
2049
Sovran Advisors
California
$348K +$333K +1,160 New
VNA
2050
Valley National Advisers
Pennsylvania
$347K +$20.7K +72 +7%

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.