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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
USAA
376
United Services Automobile Association
Texas
$19.8M
MOACM
377
Mutual of America Capital Management
New York
$19.8M -$716K -2,491 -4%
EGA
378
Eagle Global Advisors
Texas
$19.6M +$8.62K +30 +0%
HPIA
379
Hamilton Point Investment Advisors
North Carolina
$19.5M +$32.2K +112 +0.2%
CIS
380
Connors Investor Services
Pennsylvania
$19.5M -$173K -602 -0.9%
PR
381
Payden & Rygel
California
$19.2M -$718K -2,500 -4%
OIAM
382
OFI Invest Asset Management
France
$19.2M +$19.3M +67,035 New
AAIS
383
ABN AMRO Investment Solutions
$19.2M -$657K -2,288 -3%
SJL
384
Shayne & Jacobs LLC
Tennessee
$18.8M -$215K -750 -1%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$18.7M -$62.6K -218 -0.3%
GWM
386
GDS Wealth Management
Texas
$18.5M +$641K +2,231 +4%
WAS
387
Wesleyan Assurance Society
United Kingdom
$18.5M -$1.02M -3,555 -5%
SIM
388
Sprucegrove Investment Management
Ontario, Canada
$18.5M
GAG
389
GM Advisory Group
New York
$18.3M -$775K -2,697 -4%
ET
390
Equitable Trust
Tennessee
$18.2M -$454K -1,581 -3%
RP
391
Rice Partnership
Hawaii
$18.1M +$361K +1,258 +2%
Lido Advisors
392
Lido Advisors
California
$18.1M -$2.05M -7,138 -10%
PCM
393
Prana Capital Management
Connecticut
$17.7M +$17.1M +59,552 New
PAM
394
Panagora Asset Management
Massachusetts
$17.5M +$12.3M +42,897 +265%
GAM
395
Generali Asset Management
Italy
$17.4M +$16.9M +58,667 New
MGIA
396
Matthew Goff Investment Advisor
Texas
$17.3M -$108K -377 -0.6%
TIP
397
Torray Investment Partners
Maryland
$17.3M -$2.29M -7,963 -12%
PWM
398
Perigon Wealth Management
California
$17.3M +$195K +680 +1%
HWM
399
HB Wealth Management
Georgia
$17.1M +$60.6K +211 +0.4%
PCIA
400
Prime Capital Investment Advisors
Kansas
$17M +$908K +3,160 +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.