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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
1WM
2051
1900 Wealth Management
Texas
$346K
SMWM
2052
Silvia McColl Wealth Management
California
$346K
EWA
2053
Encompass Wealth Advisors
Oregon
$345K -$4.6K -16 -1%
BEW
2054
Burton Enright Welch
California
$345K +$287 +1 +0.1%
CFO
2055
CVA Family Office
Colorado
$343K +$28.4K +99 +9%
FCA
2056
FLC Capital Advisors
California
$343K
EGA
2057
E&G Advisors
Texas
$342K -$28.7K -100 -8%
GFP
2058
Gryphon Financial Partners
Ohio
$341K -$38.5K -134 -10%
GFPC
2059
Global Financial Private Client
Florida
$341K +$3.45K +12 +1%
BCM
2060
Berbice Capital Management
New York
$341K +$330K +1,150 New
WRM
2061
Weybosset Research & Management
Rhode Island
$341K
NWM
2062
Northwest Wealth Management
Iowa
$341K -$9.19K -32 -3%
LCWP
2063
Legacy Capital Wealth Partners
Arkansas
$339K -$6.89K -24 -2%
BTWM
2064
Brass Tax Wealth Management
Ohio
$338K -$28.4K -99 -8%
BL
2065
Balentine LLC
Georgia
$338K
CAC
2066
Certified Advisory Corp
Florida
$337K
AWA
2067
AGH Wealth Advisors
Kansas
$337K +$326K +1,136 New
CG
2068
Clifford Group
Massachusetts
$337K
KWM
2069
Keebeck Wealth Management
Illinois
$336K -$122K -426 -27%
HI
2070
Hudock Inc
Pennsylvania
$336K
UFA
2071
Uptown Financial Advisors
Texas
$334K +$324K +1,127 New
OPA
2072
Old Port Advisors
Maine
$334K +$575 +2 +0.2%
OPPS
2073
Obsidian Personal Planning Solutions
Maryland
$332K -$287 -1 -0.1%
SF
2074
Safeguard Financial
Wisconsin
$331K -$55.4K -193 -15%
EGWAG
2075
Elwood & Goetz Wealth Advisory Group
Georgia
$331K

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.