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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
MASUI
826
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.72M +$3.6M +12,535 New
TBA
827
Tower Bridge Advisors
Pennsylvania
$3.7M -$338K -1,175 -9%
CC
828
Constitution Capital
Connecticut
$3.68M +$589K +2,050 +20%
BT
829
Banque Transatlantique
France
$3.65M +$3.53M +12,283 New
MPPLM
830
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.64M +$211K +733 +6%
BFG
831
Bleakley Financial Group
New Jersey
$3.63M -$48.3K -168 -1%
FTWA
832
Fifth Third Wealth Advisors
Ohio
$3.62M +$143K +498 +4%
CNBT
833
Canandaigua National Bank & Trust
New York
$3.62M -$476K -1,658 -12%
FRA
834
Frank Rimerman Advisors
California
$3.61M +$26.7K +93 +0.8%
HG
835
Herbst Group
Connecticut
$3.6M -$547K -1,905 -14%
OAM
836
Ostrum Asset Management
France
$3.58M -$100K -349 -3%
IIL
837
Insight Inv LLC
California
$3.57M +$10.3K +36 +0.3%
Two Sigma Investments
838
Two Sigma Investments
New York
$3.56M -$4.88K -17 -0.1%
III
839
Independent Investors Inc
New York
$3.56M
HCA
840
Harbor Capital Advisors
Illinois
$3.55M +$75K +261 +2%
WB
841
Webster Bank
Connecticut
$3.55M -$237K -825 -6%
NEAM
842
New England Asset Management
Connecticut
$3.53M -$727K -2,530 -18%
CIG
843
Cullen Investment Group
Louisiana
$3.51M -$170K -591 -5%
SIG
844
Sargent Investment Group
Maryland
$3.49M +$547K +1,903 +19%
GWCM
845
Godshalk Welsh Capital Management
Pennsylvania
$3.49M -$57.5K -200 -2%
SVWAG
846
Sound View Wealth Advisors Group
Georgia
$3.48M -$1.17M -4,063 -26%
GWMIA
847
Global Wealth Management Investment Advisory
Florida
$3.48M +$163K +566 +5%
TCOT
848
Trust Company of Toledo
Ohio
$3.47M
SPG
849
Strategic Planning Group
Utah
$3.46M +$85.3K +297 +3%
LBC
850
Lowe Brockenbrough & Co
Virginia
$3.46M -$7.76K -27 -0.2%

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.