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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
PMFA
2251
Plante Moran Financial Advisors
Michigan
$249K -$232K -806 -49%
GWA
2252
GGM Wealth Advisors
Maryland
$249K +$575 +2 +0.2%
SIA
2253
SGL Investment Advisors
Montana
$249K +$234K +813 New
FC
2254
Financial Council
Maryland
$249K
DIM
2255
DLK Investment Management
California
$248K +$240K +837 New
QIM
2256
Quantitative Investment Management
Virginia
$248K +$240K +837 New
AFA
2257
Antonelli Financial Advisors
Michigan
$248K +$240K +835 New
OC
2258
Oarsman Capital
Wisconsin
$246K -$7.47K -26 -3%
OCM
2259
Orion Capital Management
California
$246K
RCP
2260
Rothschild Capital Partners
New York
$246K +$238K +830 New
GWM
2261
Gibbs Wealth Management
Georgia
$246K +$17.5K +61 +8%
AW
2262
Avion Wealth
Texas
$246K +$44.8K +156 +23%
JCM
2263
Jacobsen Capital Management
Utah
$245K
PCM
2264
Parsons Capital Management
Rhode Island
$245K
BCM
2265
BluePointe Capital Management
California
$245K +$237K +825 New
DF
2266
DecisionPoint Financial
Arizona
$245K
CP
2267
Castleview Partners
Texas
$244K +$12.6K +44 +6%
GWM
2268
GSB Wealth Management
Connecticut
$244K +$2.01K +7 +0.9%
BMWM
2269
Brown Miller Wealth Management
Virginia
$243K +$236K +820 New
TIP
2270
Tandem Investment Partners
New Jersey
$243K +$236K +820 New
FPL
2271
Fortress Private Ledger
North Carolina
$243K +$236K +820 New
CWA
2272
Consilium Wealth Advisory
Texas
$243K
CB
2273
Chris Bulman
California
$243K +$13.2K +46 +6%
NECFA
2274
New England Capital Financial Advisors
Connecticut
$242K +$287 +1 +0.1%
TA
2275
TrueWealth Advisors
Alabama
$242K -$315K -1,097 -57%

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.