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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
GAM
1051
Groupama Asset Management
France
$2.18M +$201K +699 +11%
EM
1052
Excalibur Management
Massachusetts
$2.18M -$81.6K -284 -4%
BCM
1053
Boltwood Capital Management
California
$2.18M -$17K -59 -0.8%
BAM
1054
Belpointe Asset Management
Nevada
$2.18M -$77K -268 -3%
IP
1055
Intellectus Partners
California
$2.17M -$71.8K -250 -3%
LFG
1056
Lazard Frères Gestion
France
$2.15M -$281K -977 -12%
GIA
1057
Gateway Investment Advisers
Ohio
$2.15M +$9.48K +33 +0.5%
BA
1058
Birinyi Associates
Connecticut
$2.15M
RMAM
1059
Raab & Moskowitz Asset Management
New Jersey
$2.15M -$47.1K -164 -2%
GI
1060
GLOBALT Investments
Georgia
$2.14M +$38.5K +134 +2%
AFCM
1061
Applied Finance Capital Management
Puerto Rico
$2.14M -$55.4K -193 -3%
SAM
1062
Smartleaf Asset Management
Massachusetts
$2.13M +$516K +1,795 +33%
FLPIM
1063
F.L. Putnam Investment Management
Massachusetts
$2.12M -$1.48M -5,165 -42%
ABC
1064
Associated Banc-Corp
Wisconsin
$2.11M -$27.3K -95 -1%
Capstone Investment Advisors
1065
Capstone Investment Advisors
New York
$2.11M -$398K -1,386 -16%
EHC
1066
Everett Harris & Co
California
$2.11M -$12.9K -45 -0.6%
AAM
1067
Auxier Asset Management
Oregon
$2.11M -$11.5K -40 -0.6%
Optiver Holding
1068
Optiver Holding
Netherlands
$2.1M -$7.3M -25,402 -78%
BZWA
1069
Blue Zone Wealth Advisors
California
$2.1M -$23.6K -82 -1%
AG
1070
Ascent Group
Virginia
$2.1M +$124K +430 +6%
SP
1071
Stablepoint Partners
Massachusetts
$2.07M +$575 +2 +0%
SF
1072
Symphony Financial
Texas
$2.07M +$10.6K +37 +0.6%
TAM
1073
Trust Asset Management
Texas
$2.05M
AA
1074
ALPS Advisors
Colorado
$2.05M -$422K -1,470 -18%
CIA
1075
Citadel Investment Advisory
Ohio
$2.04M

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.