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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
PC
2201
Port Capital
Illinois
$272K -$8.04K -28 -3%
FHC
2202
First Heartland Consultants
Missouri
$271K +$18.4K +64 +8%
VWA
2203
Visionary Wealth Advisors
Illinois
$270K -$20.7K -72 -7%
MFGM
2204
Marshall Financial Group (Maryland)
Maryland
$270K -$6.89K -24 -3%
KTC
2205
Kentucky Trust Company
Kentucky
$270K +$261K +910 New
TPA
2206
Trivium Point Advisory
Connecticut
$270K -$16.1K -56 -6%
VPI
2207
Value Partners Investments
Manitoba, Canada
$269K
MIC
2208
Meridian Investment Counsel
California
$268K +$259K +903 New
AWP
2209
Accretive Wealth Partners
New Jersey
$267K
TF
2210
Talbot Financial
Washington
$267K
PPWM
2211
PFG Private Wealth Management
Florida
$267K -$7.18K -25 -3%
PA
2212
Probity Advisors
Texas
$267K -$44.5K -155 -15%
QWM
2213
Quadcap Wealth Management
Texas
$266K +$862 +3 +0.3%
CRWM
2214
Castle Rock Wealth Management
California
$265K +$5.46K +19 +2%
PGIM
2215
Pacific Global Investment Management
California
$264K -$9.36M -32,569 -97%
FMII
2216
Farmers & Merchants Investments Inc
Nebraska
$264K -$29.6K -103 -10%
EA
2217
Everpar Advisors
Oklahoma
$263K -$30.5K -106 -11%
FA
2218
FDx Advisors
Illinois
$263K -$63.8K -222 -20%
EIG
2219
Ellenbecker Investment Group
Wisconsin
$262K +$254K +883 New
GAB
2220
German American Bancorp
Indiana
$262K +$862 +3 +0.3%
LA
2221
Latitude Advisors
Florida
$262K -$3.45K -12 -1%
BA
2222
Bellwether Advisors
Nebraska
$261K
NEWAS
2223
N.E.W. Advisory Services
Wisconsin
$260K
PHM
2224
Prospect Hill Management
New Jersey
$260K
WFMPM
2225
Woodley Farra Manion Portfolio Management
Indiana
$259K -$14.4K -50 -5%

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.