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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
PSFG
2326
Park Square Financial Group
Georgia
$222K +$215K +749 New
CA
2327
Calton & Associates
Florida
$222K -$334K -1,164 -61%
SFA
2328
Semmax Financial Advisors
North Carolina
$222K +$575 +2 +0.3%
WDC
2329
Woodward Diversified Capital
California
$221K -$81.6K -284 -28%
HCP
2330
Hexagon Capital Partners
Arkansas
$221K -$133K -462 -38%
FA
2331
Fiducient Advisors
Illinois
$221K -$87.3K -304 -29%
PDL
2332
Portfolio Design Labs
California
$221K +$213K +743 New
CPL
2333
CAP Partners LLC
Tennessee
$220K -$4.88K -17 -2%
4A
2334
4Wealth Advisors
Illinois
$220K +$213K +740 New
SPF
2335
South Plains Financial
Texas
$219K +$212K +738 New
Financial Engines Advisors
2336
Financial Engines Advisors
California
$219K +$212K +737 New
RPSA
2337
Richard P. Slaughter Associates
Texas
$219K +$212K +737 New
BTWM
2338
Baker Tilly Wealth Management
Wisconsin
$218K -$3.73K -13 -2%
RFP
2339
Root Financial Partners
California
$218K +$211K +734 New
CM
2340
Capula Management
Cayman Islands
$218K +$211K +733 New
HA
2341
Hofer & Associates
California
$217K +$211K +733 New
MWA
2342
Medallion Wealth Advisors
Connecticut
$217K +$219K +762 New
RMDI
2343
R.M. Davis Inc
Maine
$217K -$218K -759 -51%
SPP
2344
Single Point Partners
Massachusetts
$217K +$210K +732 New
MMM
2345
Mendel Money Management
Illinois
$217K +$210K +731 New
KWA
2346
Kellett Wealth Advisors
Ohio
$216K +$209K +729 New
FNWM
2347
Financial Network Wealth Management
Utah
$216K +$210K +731 New
EFG
2348
Ethos Financial Group
Pennsylvania
$216K +$209K +727 New
BOJHT
2349
Bank of Jackson Hole Trust
Wyoming
$215K +$209K +726 New
CGA
2350
Crescent Grove Advisors
Illinois
$215K -$85.3K -297 -29%

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.