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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
EFG
2076
Ehrlich Financial Group
California
$331K +$2.3K +8 +0.7%
CWM
2077
Connecticut Wealth Management
Connecticut
$331K +$70.4K +245 +28%
ACI
2078
Alpha Cubed Investments
California
$330K -$157K -548 -33%
SFG
2079
Shum Financial Group
California
$329K +$47.7K +166 +18%
SI
2080
Seeds Investor
New York
$329K -$8.62K -30 -3%
AWM
2081
Aprio Wealth Management
Georgia
$329K +$19.5K +68 +7%
SSWM
2082
Strait & Sound Wealth Management
California
$329K
PEA
2083
Park Edge Advisors
Ohio
$327K +$317K +1,102 New
ASG
2084
Ariston Services Group
California
$326K -$121K -421 -28%
GWP
2085
Gateway Wealth Partners
Wisconsin
$326K +$315K +1,097 New
BAM
2086
Blueshift Asset Management
New Jersey
$325K -$343K -1,194 -52%
GGI
2087
Godsey & Gibb Inc
Virginia
$325K -$37.6K -131 -11%
AT
2088
Arlington Trust
Alabama
$324K +$132K +458 +72%
MSFS
2089
Main Street Financial Solutions
Pennsylvania
$323K +$50.9K +177 +19%
HI
2090
Humankind Investments
New York
$323K -$30.2K -105 -9%
PCMC
2091
Paragon Capital Management (Colorado)
Colorado
$323K
PMSA
2092
Patrick M. Sweeney & Associates
Illinois
$322K +$1.15K +4 +0.4%
GJIA
2093
Glass Jacobson Investment Advisors
Maryland
$322K
AFM
2094
Aspetuck Financial Management
Connecticut
$322K +$312K +1,085 New
VIM
2095
Vista Investment Management
Pennsylvania
$322K +$7.76K +27 +3%
BWM
2096
Buckley Wealth Management
Nevada
$322K -$3.73K -13 -1%
BWA
2097
Bestgate Wealth Advisors
Maryland
$322K +$311K +1,084 New
BA
2098
Bristlecone Advisors
Washington
$319K
GSEP
2099
Golden State Equity Partners
California
$319K +$195K +680 +172%
NAMNJ
2100
NorthStar Asset Management (New Jersey)
New Jersey
$319K +$575 +2 +0.2%

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.