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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
GAM
776
Gotham Asset Management
New York
$4.31M +$91.9K +320 +2%
TAM
777
Taurus Asset Management
New York
$4.3M
O
778
Ossiam
France
$4.28M -$1.28M -4,469 -24%
S
779
SignatureFD
Georgia
$4.27M +$30.2K +105 +0.7%
GIM
780
Goelzer Investment Management
Indiana
$4.26M -$160K -558 -4%
BRWA
781
B. Riley Wealth Advisors
Florida
$4.24M -$749K -2,607 -15%
TH
782
TCTC Holdings
Texas
$4.24M -$43.7K -152 -1%
BCM
783
Buckhead Capital Management
Georgia
$4.22M -$29.3K -102 -0.7%
OC
784
Optimas Capital
Hong Kong
$4.21M -$1.41M -4,900 -26%
AWM
785
Avior Wealth Management
Nebraska
$4.19M -$805K -2,803 -17%
CWM
786
Compass Wealth Management
Connecticut
$4.18M
AIA
787
AssuredPartners Investment Advisors
Florida
$4.17M +$4.04M +14,058 New
TW
788
Trajan Wealth
Arizona
$4.16M +$407K +1,417 +11%
EWM
789
Evercore Wealth Management
New York
$4.16M +$98.5K +343 +3%
BFA
790
Brendel Financial Advisors
New Hampshire
$4.16M
SIA
791
Schechter Investment Advisors
Michigan
$4.16M -$135K -470 -3%
CPC
792
CFC Planning Company
Indiana
$4.1M +$3.97M +13,828 New
TPCW
793
TD Private Client Wealth
New York
$4.1M +$8.33K +29 +0.2%
RBA
794
Richard Bernstein Advisors
New York
$4.1M -$1.16M -4,032 -23%
SC
795
SouthState Corp
Florida
$4.07M -$166K -579 -4%
Acadian Asset Management
796
Acadian Asset Management
Massachusetts
$4.07M -$3.88M -13,498 -50%
LWM
797
Lodestone Wealth Management
Washington
$4.06M -$85.9K -299 -2%
TA
798
Townsend & Associates
Colorado
$4.05M -$199K -692 -5%
AWA
799
Arete Wealth Advisors
Illinois
$4.03M +$488K +1,697 +14%
MAS
800
Meeder Advisory Services
Ohio
$4.02M +$13.8K +48 +0.4%

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.