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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
OBAM
601
ODDO BHF Asset Management
France
$7.64M +$1.35M +4,713 +22%
ANTB
602
AMG National Trust Bank
Colorado
$7.62M +$11.5K +40 +0.2%
SFA
603
Sequoia Financial Advisors
Ohio
$7.56M +$1.13M +3,923 +18%
OAC
604
OMERS Administration Corp
Ontario, Canada
$7.56M +$1.24M +4,324 +20%
AIM
605
Arcadia Investment Management
Michigan
$7.53M -$135K -469 -2%
PAS
606
Park Avenue Securities
New York
$7.5M +$2.55M +8,862 +54%
A
607
AustralianSuper
Australia
$7.5M -$4.64M -16,147 -39%
CSP
608
Cary Street Partners
Virginia
$7.45M +$7.22M +25,117 New
MOS
609
MGO One Seven
Ohio
$7.43M +$3.56M +12,405 +98%
LCAM
610
Long Corridor Asset Management
Hong Kong
$7.42M
FIB
611
First Interstate Bank
Montana
$7.41M -$188K -656 -3%
BF
612
BOK Financial
Oklahoma
$7.39M +$40.2K +140 +0.6%
ACM
613
Adalta Capital Management
New York
$7.36M -$236K -820 -3%
MAM
614
Milestone Asset Management
Pennsylvania
$7.31M +$891K +3,103 +14%
RC
615
Roundview Capital
New Jersey
$7.31M +$25.6K +89 +0.4%
MAM
616
Mirabaud Asset Management
United Kingdom
$7.27M -$1.5M -5,205 -18%
HI
617
Hendershot Investments
Virginia
$7.23M -$2.01K -7 -0%
VVP
618
Venture Visionary Partners
Ohio
$7.12M -$72.7K -253 -1%
WPW
619
Warther Private Wealth
Ohio
$7.05M -$281K -979 -4%
SAM
620
Shell Asset Management
Netherlands
$7.04M +$1.29M +4,488 +23%
SF
621
Synovus Financial
Georgia
$6.98M +$8.62K +30 +0.1%
PWMAG
622
Pinnacle Wealth Management Advisory Group
New Jersey
$6.98M -$52K -181 -0.8%
CFSG
623
Community Financial Services Group
Vermont
$6.96M -$15.2K -53 -0.2%
WCM
624
Wisconsin Capital Management
Wisconsin
$6.95M -$98.3K -342 -1%
CL
625
Choreo LLC
Illinois
$6.93M +$1.51M +5,270 +29%

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.