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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
BGC
51
Beutel, Goodman & Co
Ontario, Canada
$430M -$607K -2,114 -0.1%
SCM
52
Smead Capital Management
Arizona
$399M -$81.9M -285,049 -17%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$381M +$17.7M +61,550 +5%
Aberdeen Group
54
Aberdeen Group
United Kingdom
$365M -$11.6M -40,529 -3%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$346M -$7.17M -24,973 -2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$346M -$48.6M -169,095 -13%
First Trust Advisors
57
First Trust Advisors
Illinois
$338M +$13.2M +45,836 +4%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$335M -$11.6M -40,312 -3%
American Century Companies
59
American Century Companies
Missouri
$334M +$39.3M +136,723 +14%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$328M -$7.52M -26,162 -2%
National Pension Service
61
National Pension Service
South Korea
$321M -$20.3M -70,649 -6%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$318M -$1.86M -6,464 -0.6%
Corient Private Wealth
63
Corient Private Wealth
Florida
$312M -$9M -31,309 -3%
SGA
64
Sustainable Growth Advisers
Connecticut
$298M -$106M -367,536 -27%
Pictet Asset Management
65
Pictet Asset Management
Switzerland
$297M -$23.4M -81,506 -8%
Raymond James Financial
66
Raymond James Financial
Florida
$292M +$283M +984,132 New
TAM
67
Timucuan Asset Management
Florida
$290M -$794K -2,762 -0.3%
Public Employees Retirement Association of Colorado
68
Public Employees Retirement Association of Colorado
Colorado
$275M +$22M +76,470 +9%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$263M -$10.6M -37,001 -4%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$242M -$6.79M -23,624 -3%
EIP
71
Epoch Investment Partners
New York
$236M -$40M -139,198 -15%
WIM
72
Waverton Investment Management
United Kingdom
$234M +$4.32M +15,038 +2%
William Blair & Company
73
William Blair & Company
Illinois
$214M -$3.44M -11,961 -2%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$208M +$817K +2,843 +0.4%
LPL Financial
75
LPL Financial
California
$206M +$15.3M +53,419 +8%

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.