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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
IWMWV
2451
Ironwood Wealth Management (West Virginia)
West Virginia
$111K
PCFFS
2452
Pacific Center for Financial Services
California
$110K -$23K -80 -18%
BWM
2453
Bernard Wealth Management
Michigan
$109K +$105K +367 New
GCM
2454
GKV Capital Management
California
$104K +$101K +350 New
SL
2455
Salomon & Ludwin
Virginia
$102K -$1.72K -6 -2%
CAC
2456
Core Alternative Capital
Georgia
$102K
HNW
2457
High Note Wealth
Minnesota
$102K +$98.3K +342 New
GG
2458
Gleason Group
Kentucky
$101K -$19.8K -69 -17%
FA
2459
Fedenia Advisers
Wisconsin
$97.9K +$94.8K +330 New
HCM
2460
Hollencrest Capital Management
California
$97.1K
BCMLT
2461
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.8K -$3.16K -11 -3%
OP
2462
ORG Partners
Indiana
$94.3K +$12.1K +42 +15%
CAM
2463
Creekmur Asset Management
Illinois
$94.1K
NCM
2464
Northwest Capital Management
Oregon
$92.9K
CFD
2465
Creative Financial Designs
Indiana
$92.2K -$5.17K -18 -5%
PWMG
2466
Private Wealth Management Group
New Jersey
$91.4K -$862 -3 -1%
GCM
2467
Gables Capital Management
Florida
$90.5K
OPTFSNA
2468
Old Point Trust & Financial Services N A
Virginia
$89.6K
FIM
2469
FWL Investment Management
Texas
$89K
CBT
2470
Crews Bank & Trust
Florida
$88.7K +$85.9K +299 New
CAS
2471
Coppell Advisory Solutions
Texas
$88.6K +$3.73K +13 +5%
GKIM
2472
GW&K Investment Management
Massachusetts
$88K +$1.44K +5 +2%
C
2473
Covestor
United Kingdom
$88K +$8.33K +29 +11%
PB
2474
Pinnacle Bancorp
Nebraska
$87.3K -$25.9K -90 -23%
GWSA
2475
Global Wealth Strategies & Associates
Colorado
$87.3K

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.