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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
GAM
426
Griffin Asset Management
New York
$15.1M -$103K -359 -0.7%
SSB
427
Sandy Spring Bank
Maryland
$15M -$339K -1,181 -2%
GFG
428
Greystone Financial Group
Michigan
$14.9M +$200K +697 +1%
AI
429
Atria Investments
North Carolina
$14.9M +$306K +1,064 +2%
NLGIA
430
Nippon Life Global Investors Americas
New York
$14.9M -$1.79M -6,230 -11%
ATC
431
Argent Trust Co
Tennessee
$14.9M -$196K -683 -1%
OC
432
Oppenheimer & Co
New York
$14.8M +$1.42M +4,959 +11%
PA
433
Perennial Advisors
New York
$14.8M +$14.3M +49,942 New
NCM
434
Narwhal Capital Management
Georgia
$14.7M -$421K -1,464 -3%
MCM
435
Marsico Capital Management
Colorado
$14.7M +$9.06M +31,539 +177%
ACA
436
Anchor Capital Advisors
Massachusetts
$14.5M -$3.56M -12,392 -20%
SCM
437
Stanley Capital Management
Texas
$14.5M
PFS
438
Prospera Financial Services
Texas
$14.4M +$12.3M +42,669 +721%
DWT
439
Dorsey & Whitney Trust
South Dakota
$14.4M -$846K -2,943 -6%
SIG
440
Sky Investment Group
Connecticut
$14.3M -$144K -502 -1%
GI
441
Gradient Investments
Minnesota
$14.3M -$1.63M -5,689 -11%
SCTC
442
Sanibel Captiva Trust Company
Florida
$14.2M +$513K +1,785 +4%
MYAM
443
Meiji Yasuda Asset Management
Japan
$14.2M +$1.36M +4,739 +11%
OPERF
444
Oregon Public Employees Retirement Fund
Oregon
$14.2M -$98K -341 -0.7%
CCP
445
Clifford Capital Partners
Utah
$14.2M -$507K -1,764 -4%
UF
446
Univest Financial
Pennsylvania
$14.1M -$532K -1,850 -4%
CIA
447
Choate Investment Advisors
Massachusetts
$14.1M -$2.92M -10,175 -18%
JAFL
448
Jay A. Fishman Ltd
Michigan
$14.1M -$23K -80 -0.2%
IG
449
ING Group
Netherlands
$14M +$8.54M +29,732 +170%
IMPI
450
Ilmarinen Mutual Pension Insurance
Finland
$13.9M +$5.75M +20,000 +74%

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.