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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
NI
2101
NDVR Inc
Massachusetts
$319K +$29.3K +102 +10%
CCM
2102
CAAS Capital Management
New York
$318K +$307K +1,070 New
MHC
2103
May Hill Capital
Massachusetts
$318K +$307K +1,070 New
SFGP
2104
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$317K +$307K +1,068 New
APG
2105
Abacus Planning Group
South Carolina
$316K
DOA
2106
D'Orazio & Associates
Virginia
$316K +$8.62K +30 +3%
PIAS
2107
PCA Investment Advisory Services
Ohio
$314K
SCM
2108
Saxony Capital Management
Missouri
$314K +$10.6K +37 +4%
SPWM
2109
Spartan Planning & Wealth Management
North Carolina
$314K +$304K +1,058 New
GIA
2110
Guyasuta Investment Advisors
Pennsylvania
$313K
LWA
2111
Lineweaver Wealth Advisors
Ohio
$313K -$16.1K -56 -5%
MCM
2112
Monument Capital Management
Virginia
$312K +$15.2K +53 +5%
ABLA
2113
Alan B. Lancz & Associates
Ohio
$312K
CCM
2114
Conway Capital Management
California
$312K +$43.1K +150 +17%
CWA
2115
CJM Wealth Advisers
Virginia
$311K
AFW
2116
Avantra Family Wealth
Pennsylvania
$311K +$301K +1,049 New
GCM
2117
Gallacher Capital Management
Colorado
$311K +$25.6K +89 +9%
CIAS
2118
Capital Investment Advisory Services
North Carolina
$311K +$19.8K +69 +7%
DFA
2119
Delta Financial Advisors
Louisiana
$311K
SFP
2120
Shepherd Financial Partners
Massachusetts
$310K +$4.88K +17 +2%
SFG
2121
SevenBridge Financial Group
Pennsylvania
$310K +$22.7K +79 +9%
WA
2122
Wealthstar Advisors
Texas
$309K +$299K +1,041 New
AHL
2123
Abel Hall LLC
Louisiana
$309K +$8.33K +29 +3%
NQWM
2124
Northwest Quadrant Wealth Management
Oregon
$308K +$78.4K +273 +36%
FWA
2125
Flagship Wealth Advisors
Massachusetts
$308K +$298K +1,036 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.