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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
CI
551
Ceera Investments
Texas
$8.93M -$182K -632 -2%
DJSG
552
D.J. St. Germain
Massachusetts
$8.9M -$555K -1,932 -6%
CLGM
553
Capitolis Liquid Global Markets
New York
$8.9M +$8.62M +30,000 New
CIM
554
Contravisory Investment Management
Massachusetts
$8.89M -$20.7K -72 -0.2%
PBC
555
Pavion Blue Capital
California
$8.89M -$69.5K -242 -0.8%
SAM
556
Securian Asset Management
Minnesota
$8.88M -$331K -1,152 -4%
LSERS
557
Louisiana State Employees Retirement System
Louisiana
$8.87M -$488K -1,700 -5%
CTC
558
Central Trust Company
Missouri
$8.87M +$41.4K +144 +0.5%
MGP
559
Metis Global Partners
California
$8.87M +$446K +1,552 +5%
ASN
560
Advisory Services Network
Georgia
$8.87M +$1.23M +4,288 +17%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$8.84M +$1.96M +6,816 +30%
GIC
562
Generali Investments CEE
Czech Republic
$8.76M +$8.48M +29,500 New
AMI
563
Amica Mutual Insurance
Rhode Island
$8.71M
BIP
564
Bouvel Investment Partners
Pennsylvania
$8.7M +$117K +406 +1%
GP
565
Guardian Partners
Canada
$8.7M +$8.25M +28,719 New
AUB
566
Atlantic Union Bankshares
Virginia
$8.64M -$116K -404 -1%
BFG
567
Birch Financial Group
New Hampshire
$8.62M +$8.34M +29,033 New
LOAME
568
Lombard Odier Asset Management (Europe)
United Kingdom
$8.6M
DF
569
DNCA Finance
France
$8.52M +$8.25M +28,724 New
RGC
570
Redwood Grove Capital
California
$8.51M -$9.8M -34,108 -54%
MWA
571
MFA Wealth Advisors
Pennsylvania
$8.45M +$1.12M +3,914 +16%
NEI
572
Northwest & Ethical Investments
Ontario, Canada
$8.43M -$4.12M -14,335 -34%
AWM
573
Avitas Wealth Management
California
$8.39M +$59.5K +207 +0.7%
BWAM
574
Boyd Watterson Asset Management
Ohio
$8.37M -$46.5K -162 -0.6%
AIM
575
Artemis Investment Management
United Kingdom
$8.36M +$1.85M +6,450 +30%

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.