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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
JCM
801
Jacobi Capital Management
Pennsylvania
$4.02M +$11.8K +41 +0.3%
AWM
802
AE Wealth Management
Kansas
$4M +$95.7K +333 +3%
FA
803
Fiduciary Alliance
South Carolina
$3.99M +$662K +2,303 +21%
CFO
804
Callan Family Office
Pennsylvania
$3.98M +$3.85M +13,414 New
GD
805
Grandfield & Dodd
New York
$3.97M -$27K -94 -0.7%
CC
806
Chicago Capital
Illinois
$3.97M +$147K +513 +4%
SWP
807
Sagespring Wealth Partners
Tennessee
$3.97M +$3.84M +13,360 New
TIAAOA
808
Teachers Insurance & Annuity Association of America
New York
$3.96M -$51.7K -180 -1%
JWCA
809
J.W. Cole Advisors
Florida
$3.93M +$141K +491 +4%
SSWM
810
Smith Salley Wealth Management
North Carolina
$3.91M
GSB
811
Greenfield Savings Bank
Massachusetts
$3.89M -$13.5K -47 -0.4%
LTAS
812
Linden Thomas Advisory Services
North Carolina
$3.88M +$611K +2,125 +19%
PA
813
Profund Advisors
Maryland
$3.84M +$24.1K +84 +0.7%
BBA
814
BLB&B Advisors
Pennsylvania
$3.83M -$287K -1,000 -7%
HH
815
Hilltop Holdings
Texas
$3.81M -$312K -1,087 -8%
CW
816
CreativeOne Wealth
Kansas
$3.8M +$237K +826 +7%
GRP
817
Global Retirement Partners
California
$3.8M +$298K +1,036 +9%
QCG
818
Quadrant Capital Group
Ohio
$3.79M +$5.17K +18 +0.1%
PA
819
Parallel Advisors
California
$3.79M +$243K +846 +7%
IAM
820
Infusive Asset Management
New York
$3.79M +$3.67M +12,761 New
CAM
821
Columbia Asset Management
Michigan
$3.77M -$417K -1,453 -10%
IWA
822
IBEX Wealth Advisors
New Jersey
$3.76M -$16.2M -56,408 -82%
ILI
823
Invesco LLC (Illinois)
Illinois
$3.75M -$6.32K -22 -0.2%
SW
824
SVB Wealth
Massachusetts
$3.75M +$3.63M +12,631 New
RCAG
825
Rehmann Capital Advisory Group
Michigan
$3.73M +$56.3K +196 +2%

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.