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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
PA
226
Pinnacle Associates
New York
$49.3M -$7.68M -26,741 -14%
RBI
227
Raiffeisen Bank International
Austria
$49.3M +$47.6M +165,693 New
HIMC
228
Heritage Investors Management Corp
Maryland
$49.1M -$1.03M -3,595 -2%
IGGA
229
Iron Gate Global Advisors
Utah
$49M +$290K +1,008 +0.6%
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$49M +$12.9M +45,011 +38%
ASRS
231
Arizona State Retirement System
Arizona
$48.9M -$79.3K -276 -0.2%
PFPT
232
Pinnacle Financial Partners (Tennessee)
Tennessee
$48.9M -$112K -389 -0.2%
JIC
233
Johnson Investment Counsel
Ohio
$48.9M -$1.14M -3,958 -2%
Comerica Bank
234
Comerica Bank
Texas
$48.8M +$209K +726 +0.4%
Nomura Holdings
235
Nomura Holdings
Japan
$48.6M +$44.6M +155,187 +1,829%
CCP
236
Clarkston Capital Partners
Michigan
$48.1M -$1.64M -5,710 -3%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$47.6M +$3.41M +11,852 +8%
JLBC
238
J.L. Bainbridge & Co
Florida
$47.3M -$232K -809 -0.5%
Lord, Abbett & Co
239
Lord, Abbett & Co
New Jersey
$47.2M -$1.32M -4,585 -3%
CF
240
Corebridge Financial
Texas
$47.1M -$1.41M -4,891 -3%
VOYA Investment Management
241
VOYA Investment Management
Georgia
$46.9M -$3.46M -12,048 -7%
ESBC
242
E.S. Barr & Co
Kentucky
$46.6M -$312K -1,085 -0.7%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$46.6M
MIM
244
MetLife Investment Management
New Jersey
$46.5M +$300K +1,045 +0.7%
Osaic Holdings
245
Osaic Holdings
Arizona
$45.3M +$4.48M +15,601 +9%
SOMRS
246
State of Michigan Retirement System
Michigan
$44.8M -$546K -1,900 -1%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$44.8M +$943K +3,281 +2%
CS
248
Central Securities
New York
$44.5M -$5.75M -20,000 -12%
Cerity Partners
249
Cerity Partners
New York
$44.4M +$551K +1,917 +1%
MIF
250
Mediolanum International Funds
Ireland
$44.3M +$1.76M +6,124 +4%

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.