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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
AT
2401
Avalon Trust
New Mexico
$188K +$11.2K +39 +7%
KWAG
2402
Kiely Wealth Advisory Group
North Carolina
$186K
FMP
2403
Financial Management Professionals
Texas
$186K -$12.1K -42 -6%
SC
2404
Stance Capital
Massachusetts
$185K +$180K +625 New
BGAI
2405
Bruce G. Allen Investments
Colorado
$185K -$2.59K -9 -1%
MWM
2406
Mascoma Wealth Management
New Hampshire
$184K -$11.2K -39 -6%
TCA
2407
Trifecta Capital Advisors
Illinois
$183K
KBFS
2408
Kohmann Bosshard Financial Services
Ohio
$182K +$176K +613 New
AGWCA
2409
Annis Gardner Whiting Capital Advisors
Florida
$182K +$32.5K +113 +23%
FCT
2410
First Community Trust
Iowa
$181K -$21.5K -75 -11%
T
2411
Tidemark
California
$177K +$21.3K +74 +14%
RS
2412
Rakuten Securities
Japan
$176K +$2.3K +8 +1%
MCI
2413
MRP Capital Investments
Georgia
$173K
CWM
2414
Centricity Wealth Management
Ohio
$172K +$167K +581 New
AA
2415
Addison Advisors
Vermont
$169K -$14.9K -52 -8%
FPF
2416
First Pacific Financial
Washington
$169K +$287 +1 +0.2%
WBWA
2417
William B. Walkup & Associates
South Carolina
$168K
SNB
2418
Security National Bank
Nebraska
$166K
TFIPS
2419
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K
SIS
2420
Sound Income Strategies
Florida
$162K -$178K -618 -53%
WPA
2421
West Paces Advisors
Georgia
$162K +$1.44K +5 +0.9%
WI
2422
Wintrust Investments
Illinois
$159K -$111K -385 -42%
VWA
2423
VSM Wealth Advisory
Maryland
$158K +$153K +533 New
AF
2424
Advisornet Financial
Minnesota
$153K -$47.1K -164 -24%
DMBA
2425
Deseret Mutual Benefit Administrators
Utah
$151K -$20.4K -71 -12%

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.