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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
GW
1276
Griffith & Werner
Georgia
$1.31M +$1.27M +4,418 New
OC
1277
Oakworth Capital
Alabama
$1.31M -$15.2K -53 -1%
RMC
1278
Resources Management Corp
Connecticut
$1.31M
SMA
1279
Sage Mountain Advisors
Georgia
$1.31M +$224K +778 +21%
CSS
1280
Cubist Systematic Strategies
Connecticut
$1.31M +$1.26M +4,400 New
MFG
1281
Magnus Financial Group
New York
$1.31M -$42.8K -149 -3%
EFG
1282
Everhart Financial Group
Ohio
$1.3M +$278K +966 +28%
MAA
1283
Mraz Amerine & Associates
California
$1.3M -$143K -497 -10%
PWM
1284
Proathlete Wealth Management
Florida
$1.3M +$15.8K +55 +1%
RDWM
1285
Red Door Wealth Management
Tennessee
$1.3M +$8.91K +31 +0.7%
SRC
1286
Sage Rhino Capital
California
$1.29M -$27.9K -97 -2%
GIM
1287
Guardian Investment Management
California
$1.29M -$7.18K -25 -0.6%
VCP
1288
Verus Capital Partners
Arizona
$1.29M -$53.2K -185 -4%
SIC
1289
Salem Investment Counselors
North Carolina
$1.29M +$42.2K +147 +4%
AI
1290
Accredited Investors
Minnesota
$1.28M -$57.2K -199 -4%
IA
1291
IFG Advisors
Missouri
$1.28M -$39.1K -136 -3%
LWM
1292
Lyell Wealth Management
California
$1.28M +$28.7K +100 +2%
UAS
1293
United Asset Strategies
New York
$1.28M -$21.8K -76 -2%
SC
1294
Schulhoff & Co
Ohio
$1.28M -$20.1K -70 -2%
AT
1295
American Trust
Kentucky
$1.27M -$126K -437 -9%
SA
1296
SRN Advisors
Pennsylvania
$1.27M +$373K +1,300 +43%
DS
1297
DRW Securities
Illinois
$1.27M +$827K +2,878 +204%
EIM
1298
Ervin Investment Management
Washington
$1.27M -$35.9K -125 -3%
AB
1299
Atlas Brown
Kentucky
$1.26M +$2.01K +7 +0.2%
VEA
1300
Virtus ETF Advisers
New York
$1.26M +$185K +643 +18%

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.