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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
YCM
351
Yousif Capital Management
Michigan
$23M -$169K -589 -0.8%
EI
352
Ethic Inc
New York
$22.9M +$2.28M +7,953 +11%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$22.9M +$1.74M +6,058 +9%
FCMC
354
Founders Capital Management (Connecticut)
Connecticut
$22.9M -$420K -1,461 -2%
AHB
355
Abner Herrman & Brock
New Jersey
$22.4M -$577K -2,007 -3%
MFIM
356
Mesirow Financial Investment Management
Illinois
$22.3M +$21.5K +75 +0.1%
SG Americas Securities
357
SG Americas Securities
New York
$21.8M -$96.8M -336,989 -82%
HW
358
Hancock Whitney
Mississippi
$21.7M +$184K +640 +0.9%
NA
359
NewEdge Advisors
Louisiana
$21.3M -$400K -1,392 -2%
MIM
360
Marco Investment Management
Georgia
$21.2M -$645K -2,245 -3%
PCM
361
Penserra Capital Management
California
$21.2M +$354K +1,233 +2%
SPIA
362
Steward Partners Investment Advisory
New York
$21.2M -$16.6M -57,844 -45%
NAM
363
Nissay Asset Management
Japan
$21M -$327K -1,138 -2%
GGS
364
Galvin Gaustad & Stein
Arizona
$20.8M -$151K -526 -0.7%
PL
365
Parthenon LLC
Kentucky
$20.7M +$228K +792 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
366
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.6M -$8.32M -28,965 -29%
Wealthfront Advisers
367
Wealthfront Advisers
California
$20.5M +$1.87M +6,505 +10%
AssetMark Inc
368
AssetMark Inc
California
$20.5M +$588K +2,048 +3%
MWM
369
Moran Wealth Management
Florida
$20.4M +$12.9M +44,987 +189%
VPIM
370
Vanguard Personalized Indexing Management
California
$20.4M +$71.8K +250 +0.4%
AMBIA
371
Allen Mooney & Barnes Investment Advisors
Georgia
$20.4M -$636K -2,215 -3%
WT
372
Whittier Trust
California
$20.3M -$155K -539 -0.8%
Wolverine Trading
373
Wolverine Trading
Illinois
$20.2M +$19.1M +66,449 +4,490%
BCI
374
Brinker Capital Investments
Pennsylvania
$20M -$3.1M -10,796 -14%
OPS
375
Orion Portfolio Solutions
Nebraska
$20M -$3.1M -10,796 -14%

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.