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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
WF
326
Welch & Forbes
Massachusetts
$26.7M +$28.2K +98 +0.1%
Mirae Asset Global Investments
327
Mirae Asset Global Investments
South Korea
$26.6M +$2.66M +9,268 +12%
TBC
328
Tweedy, Browne Co
Connecticut
$26.6M -$3.01M -10,489 -10%
MCM
329
MAI Capital Management
Ohio
$26.5M +$7.13M +24,828 +39%
DGM
330
Delta Global Management
New York
$26.3M -$21.1M -73,288 -45%
FT
331
Fiduciary Trust
Massachusetts
$26.2M +$29.3K +102 +0.1%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$26M -$7.05M -24,538 -22%
PI
333
PGGM Investments
Netherlands
$26M +$231K +805 +0.9%
Mirae Asset Global ETFs Holdings
334
Mirae Asset Global ETFs Holdings
Hong Kong
$25.7M +$107K +374 +0.4%
LCM
335
LVM Capital Management
Michigan
$25.6M +$735K +2,557 +3%
CFG
336
Citizens Financial Group
Rhode Island
$25.6M -$113K -392 -0.5%
PP
337
Prudential plc
United Kingdom
$25.2M +$3.57M +12,436 +17%
HPC
338
HM Payson & Co
Maine
$25.1M +$914K +3,182 +4%
NYLIM
339
New York Life Investment Management
New York
$24.6M -$195K -680 -0.8%
NAM
340
NorthCrest Asset Manangement
Minnesota
$24.4M -$574K -1,998 -2%
BCM
341
Brookstone Capital Management
Illinois
$24.3M +$1.05M +3,672 +5%
AS
342
Aware Super
Australia
$24.3M +$23.5M +81,886 New
PFSRSONJ
343
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.3M +$23.5M +81,781 New
CCA
344
Cobblestone Capital Advisors
New York
$24.3M -$537K -1,868 -2%
BBI
345
Baxter Bros Inc
Connecticut
$23.6M -$52K -181 -0.2%
SOADOR
346
State of Alaska Department of Revenue
Alaska
$23.6M +$3.19M +11,090 +16%
FSA
347
Franklin Street Advisors
North Carolina
$23.6M -$3.53M -12,299 -13%
BPA
348
Beacon Pointe Advisors
California
$23.2M -$1.57M -5,474 -7%
MML Investors Services
349
MML Investors Services
Massachusetts
$23.2M -$958K -3,335 -4%
Balyasny Asset Management
350
Balyasny Asset Management
Illinois
$23.1M -$10.4M -36,121 -32%

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.