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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
FFC
2301
First Financial Corp
Indiana
$231K
LOPW
2302
Live Oak Private Wealth
North Carolina
$231K +$1.72K +6 +0.8%
CAWM
2303
Capital Advisors Wealth Management
Washington
$231K +$7.76K +27 +4%
PSCM
2304
Per Stirling Capital Management
Texas
$230K +$287 +1 +0.1%
4WM
2305
49 Wealth Management
Texas
$230K -$46.3K -161 -17%
DJYG
2306
David J. Yvars Group
Florida
$230K +$223K +775 New
PIN
2307
Prudent Investors Network
California
$229K +$222K +773 New
MWM
2308
MinichMacGregor Wealth Management
New York
$229K -$72.4K -252 -25%
AFA
2309
American Financial Advisors
Georgia
$229K -$21.5K -75 -9%
SH
2310
SLT Holdings
Arizona
$228K +$221K +768 New
WDG
2311
Wealth Dimensions Group
Ohio
$227K +$220K +766 New
FWI
2312
Facet Wealth Inc
Maryland
$227K +$206K +717 New
AA
2313
Acorns Advisers
California
$225K +$2.59K +9 +1%
NWA
2314
Navis Wealth Advisors
New York
$225K +$3.45K +12 +2%
TSWM
2315
Tyler-Stone Wealth Management
Ohio
$224K -$575 -2 -0.3%
SW
2316
SkyOak Wealth
Michigan
$224K
USWIA
2317
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K +$217K +754 New
MCA
2318
Magnolia Capital Advisors
Mississippi
$223K +$287 +1 +0.1%
CJL
2319
Cyrus J. Lawrence
New York
$223K +$7.18K +25 +3%
WI
2320
Wedgewood Investors
Pennsylvania
$223K -$2.01K -7 -0.9%
LA
2321
LexAurum Advisors
Kansas
$223K +$216K +751 New
LIA
2322
LBMC Investment Advisors
Tennessee
$223K
NBWM
2323
North Berkeley Wealth Management
California
$223K +$215K +750 New
DDC
2324
DF Dent & Co
Maryland
$223K -$102K -355 -32%
SA
2325
Shilanski & Associates
Alaska
$222K

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.