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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
PHWM
2376
Pine Harbor Wealth Management
Maryland
$207K +$201K +699 New
PCM
2377
Pointe Capital Management
Michigan
$207K +$201K +699 New
OFW
2378
Omnia Family Wealth
Florida
$206K +$200K +695 New
SCM
2379
Sebold Capital Management
Illinois
$205K +$199K +692 New
VC
2380
Veery Capital
Delaware
$205K +$198K +690 New
FMTCOCP
2381
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$204K
VW
2382
Vance Wealth
California
$204K +$197K +687 New
GCA
2383
Gradient Capital Advisors
California
$204K +$197K +686 New
WHC
2384
Wulff, Hansen & Co
California
$204K +$197K +686 New
KA
2385
Klingman & Associates
New York
$203K +$196K +683 New
PWMG
2386
Prestige Wealth Management Group
New Jersey
$202K
TWA
2387
Talisman Wealth Advisors
New Jersey
$200K +$194K +676 New
EWM
2388
Elmwood Wealth Management
California
$200K +$194K +675 New
HFS
2389
Hoge Financial Services
Pennsylvania
$200K +$194K +674 New
AGA
2390
Arkos Global Advisors
Texas
$200K +$194K +675 New
LI
2391
LRI Investments
Florida
$199K
VHAM
2392
Van Hulzen Asset Management
California
$199K +$192K +670 New
FFO
2393
Fortitude Family Office
Arizona
$198K +$21.5K +75 +13%
IHWM
2394
Iron Horse Wealth Management
Iowa
$198K -$6.32K -22 -3%
WCMN
2395
Westchester Capital Management (Nebraska)
Nebraska
$196K +$28.7K +100 +18%
BWL
2396
Bogart Wealth LLC
Virginia
$195K +$6.03K +21 +3%
LB
2397
Legacy Bridge
Iowa
$190K
1IA
2398
1620 Investment Advisors
Massachusetts
$190K +$2.87K +10 +2%
W
2399
WealthCollab
Washington
$189K
WPWM
2400
Western Pacific Wealth Management
Illinois
$188K

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.