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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
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$44.2M -$20.4K -71 -0%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$43.7M +$42.3M +147,289 New
Mariner
253
Mariner
Kansas
$43.4M +$1.39M +4,838 +3%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$42.9M +$224K +778 +0.5%
WOC
255
West Oak Capital
California
$42.3M -$4.31K -15 -0.1%
QCM
256
QRG Capital Management
Illinois
$41.6M +$6.98M +24,279 +21%
BFS
257
Bradley Foster & Sargent
Connecticut
$41.4M +$874K +3,041 +2%
AAM
258
Aureus Asset Management
Massachusetts
$40.9M -$660K -2,296 -2%
DWA
259
Douglass Winthrop Advisors
New York
$40.4M -$747K -2,600 -2%
CFB
260
Cullen/Frost Bankers
Texas
$40.4M -$356K -1,240 -0.9%
AF
261
Allworth Financial
California
$40.3M +$1.1M +3,830 +3%
HNB
262
Huntington National Bank
Ohio
$39.8M -$578K -2,012 -1%
MAM
263
Martingale Asset Management
Massachusetts
$39.7M -$5.11M -17,798 -12%
RFC
264
Regions Financial Corp
Alabama
$38.9M -$769K -2,677 -2%
MG
265
Marex Group
$38.8M +$26M +90,642 +227%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.3M +$1.44M +5,028 +4%
WJWM
267
Williams Jones Wealth Management
New York
$38.2M -$350K -1,219 -0.9%
AAM
268
Advisors Asset Management
Colorado
$38.2M -$1.01M -3,513 -3%
CB
269
Commerce Bank
Missouri
$38M -$208K -724 -0.6%
SBWIC
270
Schaper Benz & Wise Investment Counsel
Wisconsin
$37.9M -$863K -3,003 -2%
MCM
271
Mill Capital Management
North Carolina
$37.5M -$457K -1,592 -1%
ELC
272
Edgar Lomax Company
Virginia
$36.6M -$675K -2,350 -2%
SGAM
273
Smith Group Asset Management
Texas
$36.3M +$586K +2,039 +2%
GLF
274
Groupe la Francaise
France
$36.1M +$35.1M +122,125 New
CNB
275
Czech National Bank
Czech Republic
$35.8M +$1.8M +6,255 +5%

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.