We are live on ! Find out more
AXP icon

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
WMA
2151
West Michigan Advisors
Michigan
$293K +$15.5K +54 +6%
WWP
2152
WR Wealth Planners
Missouri
$293K -$17K -59 -6%
TA
2153
TFB Advisors
Kansas
$293K -$9.19K -32 -3%
AA
2154
Alesco Advisors
New York
$292K
PCM
2155
Park Capital Management
Wisconsin
$292K +$282K +982 New
NF
2156
NavPoint Financial
Minnesota
$291K
RIA
2157
Regal Investment Advisors
Michigan
$291K -$75.3K -262 -21%
ATWA
2158
Arbor Trust Wealth Advisors
Michigan
$291K
NRC
2159
New Republic Capital
North Carolina
$290K +$27.6K +96 +11%
S
2160
Sunpointe
Missouri
$290K +$34.8K +121 +14%
CL
2161
COWA LLC
Oklahoma
$289K
FPW
2162
Fairvoy Private Wealth
Alabama
$289K +$280K +975 New
CVA
2163
Central Valley Advisors
California
$287K
CF
2164
Claris Financial
Virginia
$286K +$277K +964 New
FFA
2165
Fi3 Financial Advisors
Indiana
$286K -$1.44K -5 -0.5%
RFM
2166
Royal Fund Management
Florida
$286K -$2.01K -7 -0.7%
HG
2167
Harbor Group
New Hampshire
$284K +$575 +2 +0.2%
NCTC
2168
New Covenant Trust Company
Indiana
$284K -$4.88K -17 -2%
BCG
2169
Bravias Capital Group
New Jersey
$284K +$257K +895 New
FNT
2170
First Nebraska Trust
Nebraska
$283K
OWA
2171
Octavia Wealth Advisors
Ohio
$281K
PCA
2172
Providence Capital Advisors
North Carolina
$281K +$51.1K +178 +23%
RWA
2173
Roberts Wealth Advisors
California
$281K +$259K +900 New
ACA
2174
Ackerman Capital Advisors
Texas
$281K
PL
2175
Perpetual Ltd
Australia
$280K +$287 +1 +0.1%

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.