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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
Capital World Investors
26
Capital World Investors
California
$1.1B +$21.5M +74,977 +2%
UBS Group
27
UBS Group
Switzerland
$1.06B +$121M +419,658 +13%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$1.03B -$137M -476,904 -12%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$906M +$36.2M +126,030 +4%
Capital Research Global Investors
30
Capital Research Global Investors
California
$886M +$558M +1,943,463 +186%
RCWMU
31
Rothschild & Co Wealth Management (UK)
United Kingdom
$821M -$143M -496,550 -15%
AIM
32
Alphinity Investment Management
Australia
$813M -$98.3M -341,984 -11%
Deutsche Bank
33
Deutsche Bank
Germany
$801M +$160M +555,562 +26%
Ameriprise
34
Ameriprise
Minnesota
$755M +$18.8M +65,578 +3%
LP
35
Longview Partners
Guernsey
$740M -$31.8M -110,795 -4%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$698M -$70.6M -245,835 -9%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$683M -$12.2M -42,601 -2%
Barclays
38
Barclays
United Kingdom
$664M +$22M +76,407 +4%
Amundi
39
Amundi
France
$660M +$71.4M +248,515 +13%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$655M +$71.2M +247,864 +13%
Boston Partners
41
Boston Partners
Massachusetts
$574M -$53.4M -185,872 -9%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$559M -$34.6M -120,400 -6%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$540M +$243M +847,148 +87%
Wells Fargo
44
Wells Fargo
California
$508M -$455K -1,583 -0.1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$495M -$4.37M -15,212 -0.9%
Swiss National Bank
46
Swiss National Bank
Switzerland
$477M -$29.3M -102,000 -6%
Lazard Asset Management
47
Lazard Asset Management
New York
$474M -$23.6M -82,064 -5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$463M +$11.1M +38,586 +3%
CWP
49
Capital Wealth Planning
Florida
$450M +$78.7M +273,813 +22%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$436M +$44.5M +154,810 +12%

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.