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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
AC
2176
AlphaCore Capital
California
$280K +$44.8K +156 +20%
CPSAC
2177
Chas P. Smith & Associates (CPS)
Florida
$280K
LJHT
2178
Laurie J. Hall Trustee
$280K -$91.9K -320 -25%
ONST
2179
Old North State Trust
North Carolina
$280K +$271K +943 New
Betterment LLC
2180
Betterment LLC
New York
$280K +$271K +944 New
BWP
2181
Barlow Wealth Partners
Kentucky
$280K
WF
2182
Whelan Financial
California
$280K +$271K +942 New
SHFP
2183
Second Half Financial Partners
Florida
$279K -$16.1K -56 -6%
GPI
2184
General Partner Inc
Pennsylvania
$278K
MC
2185
Marest Capital
California
$278K +$862 +3 +0.3%
HA
2186
HC Advisors
Georgia
$278K +$269K +935 New
RCG
2187
Ruane, Cunniff & Goldfarb
New York
$277K
AC
2188
Apella Capital
Connecticut
$276K -$8.33K -29 -3%
IIA
2189
IPG Investment Advisors
California
$276K -$1.86M -6,478 -87%
FH
2190
FWG Holdings
Florida
$276K
MCP
2191
Mirador Capital Partners
California
$276K -$15.2K -53 -5%
MPM
2192
Meritage Portfolio Management
Kansas
$276K +$5.75K +20 +2%
BWS
2193
Broadway Wealth Solutions
Texas
$276K +$267K +929 New
PWP
2194
Phillips Wealth Planners
Mississippi
$276K +$27.6K +96 +11%
WCM
2195
Wedge Capital Management
North Carolina
$275K
VCM
2196
Vivaldi Capital Management
Illinois
$274K -$53.2K -185 -18%
WWM
2197
WT Wealth Management
Arizona
$274K
TFM
2198
TFC Financial Management
Massachusetts
$274K -$30.2K -105 -10%
EIA
2199
Edgemoor Investment Advisors
Maryland
$273K
SC
2200
Stephenson & Company
California
$272K

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.