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
Mackenzie Financial
401
Mackenzie Financial
Ontario, Canada
$16.9M +$162K +563 +1%
KAS
402
Kestra Advisory Services
Texas
$16.8M -$6.42M -22,336 -28%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$16.8M -$4.61M -16,038 -22%
LTI
404
Laffer Tengler Investments
Tennessee
$16.7M +$1.93M +6,709 +13%
SAM
405
Silvercrest Asset Management
New York
$16.7M -$276K -960 -2%
QCM
406
Quantinno Capital Management
New York
$16.7M +$5.67M +19,745 +54%
CAM
407
Cresset Asset Management
Illinois
$16.6M -$13.2M -45,806 -45%
GIA
408
GHP Investment Advisors
Colorado
$16.6M -$339K -1,179 -2%
KOCAA
409
Knights of Columbus Asset Advisors
Connecticut
$16.5M -$778K -2,709 -5%
CAM
410
Carret Asset Management
New York
$16.4M -$421K -1,464 -3%
TAM
411
Tocqueville Asset Management
New York
$16.3M -$10.9K -38 -0.1%
PAG
412
Private Advisor Group
New Jersey
$16.3M -$270K -939 -2%
SG
413
Sienna Gestion
France
$16.2M
WIC
414
Willis Investment Counsel
Georgia
$16M +$391K +1,361 +3%
DC
415
Davenport & Co
Virginia
$15.8M +$66.1K +230 +0.4%
CWM
416
Calamos Wealth Management
Illinois
$15.8M +$75.8K +264 +0.5%
CA
417
Cullinan Associates
Kentucky
$15.8M -$2.31M -8,047 -13%
EAM
418
Erste Asset Management
Austria
$15.7M +$7.08M +24,654 +90%
MSU
419
Mizuho Securities USA
New York
$15.7M +$4.69M +16,327 +45%
CWM
420
Chemistry Wealth Management
New York
$15.4M -$31.6K -110 -0.2%
EMPI
421
Elo Mutual Pension Insurance
Finland
$15.4M -$806K -2,806 -5%
DT
422
Diversified Trust
Tennessee
$15.4M -$118K -412 -0.8%
Allspring Global Investments
423
Allspring Global Investments
North Carolina
$15.2M -$1.19M -4,157 -8%
NAAA
424
New Age Alpha Advisors
New York
$15.2M +$14.7M +51,118 +116,177%
ERIC
425
Eagle Rock Investment Company
Georgia
$15.2M -$41.4K -144 -0.3%

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.