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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
RIM
1101
Redwood Investment Management
Arizona
$1.9M -$31.6K -110 -2%
OWP
1102
Obermeyer Wealth Partners
Colorado
$1.9M -$115K -399 -6%
SCI
1103
S&CO Inc
Massachusetts
$1.9M
PGWM
1104
Parisi Gray Wealth Management
New Jersey
$1.89M +$3.16K +11 +0.2%
WFC
1105
Western Financial Corp
California
$1.88M +$111K +386 +6%
AWA
1106
Arkadios Wealth Advisors
Georgia
$1.86M -$291K -1,013 -14%
CWM
1107
Chesapeake Wealth Management
Virginia
$1.86M -$64.1K -223 -3%
AWM
1108
Axxcess Wealth Management
California
$1.84M +$22.7K +79 +1%
WTA
1109
Washington Trust Advisors
Massachusetts
$1.84M +$8.33K +29 +0.5%
GWM
1110
Geneos Wealth Management
Colorado
$1.84M +$89.9K +313 +5%
DI
1111
Diligent Investors
California
$1.84M -$14.4K -50 -0.8%
CAG
1112
Crestwood Advisors Group
Massachusetts
$1.83M +$143K +496 +9%
BMCM
1113
Bryn Mawr Capital Management
Pennsylvania
$1.83M -$65.8K -229 -4%
AWC
1114
Abundance Wealth Counselors
Pennsylvania
$1.82M +$2.3K +8 +0.1%
BB
1115
Busey Bank
Illinois
$1.82M -$39.4K -137 -2%
ONB
1116
Old National Bancorp
Indiana
$1.82M +$10.3K +36 +0.6%
CCFCSB
1117
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
WBC
1118
Westpac Banking Corp
Australia
$1.81M
AAS
1119
Ameritas Advisory Services
Nebraska
$1.8M +$637K +2,217 +58%
WIA
1120
World Investment Advisors
California
$1.8M +$371K +1,292 +27%
WC
1121
Weil Company
California
$1.79M
FCG
1122
Fielder Capital Group
Tennessee
$1.79M +$29.3K +102 +2%
IWM
1123
IHT Wealth Management
Illinois
$1.79M +$253K +879 +17%
IA
1124
Insight Advisors
Pennsylvania
$1.79M -$39.9K -139 -2%
FCP
1125
Fidelis Capital Partners
Florida
$1.78M +$475K +1,655 +42%

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.