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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
WSWA
2351
Warren Street Wealth Advisors
California
$215K +$208K +724 New
FWA
2352
FSM Wealth Advisors
Ohio
$215K +$198K +690 New
PVAMC
2353
PPS&V Asset Management Consultants
Michigan
$215K +$208K +724 New
WFA
2354
WestHill Financial Advisors
California
$215K +$208K +723 New
SPFA
2355
Summit Place Financial Advisors
New Jersey
$214K +$207K +722 New
HGWM
2356
Horst & Graben Wealth Management
Oregon
$214K +$207K +722 New
ST
2357
Somerset Trust
Pennsylvania
$214K -$14.4K -50 -6%
OBGC
2358
O'Brien Greene & Co
Pennsylvania
$214K +$207K +721 New
AWP
2359
Ascent Wealth Partners
New York
$214K +$207K +720 New
CP
2360
Capital Planning
Washington
$213K +$206K +718 New
SGC
2361
Slocum, Gordon & Co
Rhode Island
$213K
BMCM
2362
Burns Matteson Capital Management
New York
$213K -$23.8K -83 -10%
DWM
2363
DecisionMap Wealth Management
Virginia
$212K +$205K +715 New
SWIM
2364
Smallwood Wealth Investment Management
New Jersey
$212K +$205K +715 New
WIM
2365
Westside Investment Management
California
$211K
HF
2366
Holcombe Financial
Georgia
$211K +$205K +712 New
BWP
2367
BlueStem Wealth Partners
Minnesota
$210K +$204K +709 New
CWA
2368
Canvas Wealth Advisors
Kansas
$210K +$203K +707 New
FOR
2369
Family Office Research
Maryland
$209K +$202K +703 New
ECM
2370
Eisler Capital Management
United Kingdom
$208K +$201K +698 New
IUHSA
2371
Itau Unibanco Holding S.A.
Brazil
$208K +$161K +560 +400%
CAIM
2372
Catherine Avery Investment Management
Florida
$208K +$201K +700 New
HKAM
2373
Horizon Kinetics Asset Management
New York
$208K +$201K +700 New
NPA
2374
Nichols & Pratt Advisers
Massachusetts
$208K +$201K +700 New
SFFS
2375
Stonehage Fleming Financial Services
Jersey
$208K +$201K +700 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.