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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
DWM
876
Diversify Wealth Management
Utah
$3.25M +$3.45K +12 +0.1%
Impax Asset Management Group
877
Impax Asset Management Group
United Kingdom
$3.25M -$118K -410 -4%
RBWA
878
RFG - Bristol Wealth Advisors
Massachusetts
$3.24M +$3.14M +10,913 New
SF
879
Summit Financial
New Jersey
$3.24M +$1.64M +5,708 +110%
EHWM
880
Eads & Heald Wealth Management
Georgia
$3.23M -$192K -669 -6%
MNBTD
881
Moody National Bank Trust Division
Texas
$3.23M -$194K -674 -6%
RG
882
Rathbones Group
United Kingdom
$3.19M -$395K -1,375 -11%
IVP
883
Intrinsic Value Partners
Arizona
$3.18M -$113K -395 -4%
VA
884
Vident Advisory
Georgia
$3.18M +$215K +749 +8%
PFA
885
Peak Financial Advisors
Colorado
$3.17M -$40.2K -140 -1%
FMWA
886
Forvis Mazars Wealth Advisors
Missouri
$3.17M -$74.1K -258 -2%
SPC
887
Sigma Planning Corp
Michigan
$3.16M -$194K -674 -6%
PDM
888
Penn Davis McFarland
Texas
$3.15M -$71.8K -250 -2%
COI
889
Connable Office Inc
Michigan
$3.14M -$578K -2,012 -16%
FHA
890
First Horizon Advisors
Tennessee
$3.14M -$21.8K -76 -0.7%
V
891
ValueWorks
New York
$3.14M -$247K -859 -8%
TBT
892
Texas Bank & Trust
Texas
$3.13M +$3.03M +10,553 New
VI
893
Vestcor Inc
New Brunswick, Canada
$3.13M -$189K -658 -6%
IWA
894
Icon Wealth Advisors
Texas
$3.13M
GLR
895
Great Lakes Retirement
Ohio
$3.12M -$30.2K -105 -1%
CCG
896
Ceeto Capital Group
Florida
$3.1M -$656K -2,285 -18%
SJIM
897
St. Johns Investment Management
Florida
$3.09M -$26.4K -92 -0.9%
GC
898
GFG Capital
Florida
$3.09M +$16.1K +56 +0.5%
JSW
899
Journey Strategic Wealth
New Jersey
$3.07M +$1.07M +3,739 +57%
NAG
900
Northstar Advisory Group
New Jersey
$3.07M +$42.5K +148 +1%

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.