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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$202M -$11.6M -40,244 -6%
AllianceBernstein
77
AllianceBernstein
Tennessee
$200M -$11.1M -38,561 -5%
1832 Asset Management
78
1832 Asset Management
Ontario, Canada
$198M +$34.9M +121,558 +22%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$196M -$2.64M -9,187 -1%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$192M -$7.42M -25,842 -4%
Principal Financial Group
81
Principal Financial Group
Iowa
$191M -$2.3M -7,999 -1%
Universal-Beteiligungs- und Servicegesellschaft
82
Universal-Beteiligungs- und Servicegesellschaft
Germany
$187M +$181M +631,210 New
KBC Group
83
KBC Group
Belgium
$187M -$9.75M -33,937 -5%
Stifel Financial
84
Stifel Financial
Missouri
$186M +$2.91M +10,141 +2%
Luther King Capital Management (LKCM)
85
Luther King Capital Management (LKCM)
Texas
$185M -$11.5M -39,975 -6%
ClearBridge Investments
86
ClearBridge Investments
New York
$183M -$65.5M -228,072 -27%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$182M +$12.6M +43,938 +8%
Axa
88
Axa
France
$176M -$8.26M -28,737 -5%
Franklin Resources
89
Franklin Resources
California
$176M +$4.44M +15,468 +3%
GF
90
Gabelli Funds
New York
$174M -$18.6M -64,744 -10%
Citigroup
91
Citigroup
New York
$173M -$4.11M -14,312 -2%
CCMG
92
Clark Capital Management Group
Pennsylvania
$172M +$2.16M +7,528 +1%
Allianz Asset Management
93
Allianz Asset Management
Germany
$168M +$40.6M +141,200 +33%
HighTower Advisors
94
HighTower Advisors
Illinois
$166M -$1.5M -5,235 -0.9%
Macquarie Group
95
Macquarie Group
Australia
$166M -$3.02M -10,528 -2%
Prudential Financial
96
Prudential Financial
New Jersey
$165M +$34.5M +120,080 +28%
First Manhattan
97
First Manhattan
New York
$164M +$1.82M +6,327 +1%
Brown Advisory
98
Brown Advisory
Maryland
$164M +$2.15M +7,493 +1%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$161M -$47M -163,622 -23%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$161M -$40.7M -141,625 -21%

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.