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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
NA
1901
Nautilus Advisors
California
$431K +$417K +1,453 New
RIG
1902
RiverFront Investment Group
Virginia
$431K +$106K +370 +34%
SCP
1903
Sivia Capital Partners
California
$430K -$6.03K -21 -1%
SCM
1904
SKBA Capital Management
California
$430K -$28.7K -100 -6%
AWM
1905
Austin Wealth Management
Texas
$429K +$37.1K +129 +10%
CAAS
1906
Capital Asset Advisory Services
Michigan
$429K -$4.88K -17 -1%
CCM
1907
Crew Capital Management
Ohio
$429K
PCA
1908
Prosperity Capital Advisors
Ohio
$428K +$20.7K +72 +5%
CPC
1909
Consolidated Planning Corp
Georgia
$428K +$2.87K +10 +0.7%
JWA
1910
JFS Wealth Advisors
Pennsylvania
$428K -$33.9K -118 -8%
ECAM
1911
East Coast Asset Management
Massachusetts
$428K
FA
1912
Financial Advisors
Massachusetts
$427K
FBC
1913
Fairfield, Bush & Co
Connecticut
$424K
HWA
1914
Heritage Wealth Advisors
Virginia
$424K +$1.15K +4 +0.3%
OWM
1915
OneAscent Wealth Management
Alabama
$424K -$19.5K -68 -5%
SOS
1916
Silver Oak Securities
Tennessee
$423K +$10.1K +35 +3%
GAMC
1917
Garner Asset Management Corp
Texas
$422K
WCA
1918
Westover Capital Advisors
Delaware
$421K -$5.75K -20 -1%
FWM
1919
Forza Wealth Management
Florida
$420K -$43.1K -150 -10%
PG
1920
Patten Group
Tennessee
$420K
TNAM
1921
Terra Nova Asset Management
New York
$420K +$862 +3 +0.2%
PWA
1922
Physician Wealth Advisors
Utah
$419K -$6.03K -21 -1%
AA
1923
Ancora Advisors
Ohio
$419K +$14.9K +52 +4%
RPGK
1924
Retirement Planning Group (Kansas)
Kansas
$419K +$9.19K +32 +2%
SCA
1925
Sandy Cove Advisors
Massachusetts
$415K +$25.9K +90 +7%

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.