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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
OBWG
2276
Onyx Bridge Wealth Group
New York
$241K +$1.44K +5 +0.6%
RPCONE
2277
Retirement Planning Company of New England
Rhode Island
$240K -$6.89K -24 -3%
SFS
2278
Stiles Financial Services
Minnesota
$240K +$287 +1 +0.1%
LFGO
2279
Legacy Financial Group (Oklahoma)
Oklahoma
$240K
NFP
2280
Narus Financial Partners
Utah
$239K -$8.04K -28 -3%
WAM
2281
Wallington Asset Management
Indiana
$238K -$7.47K -26 -3%
EM
2282
ELCO Management
New York
$237K -$14.4K -50 -6%
BFIC
2283
Bedell Frazier Investment Counselling
California
$237K
KIA
2284
Knollwood Investment Advisory
Maryland
$237K
GJWM
2285
Gilliland Jeter Wealth Management
Arkansas
$237K +$862 +3 +0.4%
BRM
2286
Boston Research & Management
Massachusetts
$237K
HCM
2287
Hengehold Capital Management
Ohio
$236K
CWAG
2288
Compton Wealth Advisory Group
Virginia
$236K
FNB
2289
Farmers National Bank
Kentucky
$235K +$228K +793 New
KWMG
2290
King Wealth Management Group
Florida
$235K -$1.44K -5 -0.6%
VC
2291
Vestor Capital
Illinois
$235K +$13.5K +47 +6%
CWM
2292
Centurion Wealth Management
Virginia
$234K
IF
2293
IRON Financial
Illinois
$234K +$287 +1 +0.1%
NWWA
2294
New Wave Wealth Advisors
Arkansas
$234K -$9.77K -34 -4%
KFS
2295
Kelly Financial Services
Massachusetts
$233K
SIA
2296
Schear Investment Advisers
Ohio
$233K +$225K +784 New
WP
2297
WealthShield Partners
North Carolina
$232K -$39.4K -137 -15%
B
2298
Bellecapital
Switzerland
$232K
EWM
2299
Executive Wealth Management
Michigan
$232K +$7.18K +25 +3%
RB
2300
Renasant Bank
Mississippi
$231K +$224K +780 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.