We are live on ! Find out more
AXP icon

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
CTA
301
Chesley Taft & Associates
Illinois
$31.6M +$4.05M +14,111 +15%
DnB Asset Management
302
DnB Asset Management
Norway
$31.6M +$1.16M +4,033 +4%
PA
303
Paralel Advisors
Colorado
$31.2M
CTB
304
Country Trust Bank
Illinois
$30.8M -$4.43M -15,407 -13%
NCM
305
Noesis Capital Mangement
Florida
$30.8M +$17.5K +61 +0.1%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$30.4M -$1.05M -3,643 -3%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$30.1M +$186K +648 +0.6%
AT
308
AMF Tjänstepension
Sweden
$29.9M
FAF
309
Fjarde Ap-fonden
Sweden
$29.9M +$919K +3,200 +3%
X
310
Xponance
Pennsylvania
$29.9M +$107K +373 +0.4%
DIA
311
Dana Investment Advisors
Wisconsin
$29.8M -$460K -1,600 -2%
WRBC
312
W.R. Berkley Corp
Connecticut
$29.7M +$28.7M +100,000 New
CGH
313
Crossmark Global Holdings
Texas
$29.6M -$288K -1,002 -1%
IHL
314
Investment House LLC
California
$29.6M +$235K +818 +0.8%
Flossbach Von Storch
315
Flossbach Von Storch
Germany
$29.5M -$16.7M -58,106 -37%
UCFA
316
United Capital Financial Advisors
Texas
$29.4M -$315K -1,096 -1%
HC
317
Henshaw Capital
Massachusetts
$29.3M
AAF
318
Andra AP-fonden
Sweden
$28.4M -$86.2K -300 -0.3%
CIM
319
Coleford Investment Management
Canada
$27.8M +$26.9M +93,613 New
URS
320
Utah Retirement Systems
Utah
$27.6M +$28.7K +100 +0.1%
BFA
321
Bragg Financial Advisors
North Carolina
$27.4M -$941K -3,277 -3%
PCH
322
Polar Capital Holdings
United Kingdom
$27.4M +$17.6M +61,334 +199%
VMPIC
323
Varma Mutual Pension Insurance Co
Finland
$27.3M -$10M -34,800 -27%
QP
324
Quilter Plc
United Kingdom
$26.8M -$1.51M -5,255 -6%
TIAA Trust, National Association
325
TIAA Trust, National Association
North Carolina
$26.7M -$1.56M -5,417 -6%

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.