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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$159M -$1.77M -6,166 -1%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$155M -$7.48M -26,035 -5%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$154M -$4.92M -17,118 -3%
GI
104
GAMCO Investors
Connecticut
$153M -$9.63M -33,526 -6%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$148M +$26.3M +91,541 +23%
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$147M +$12.3M +42,717 +9%
DLA
107
Douglas Lane & Associates
New York
$147M -$11M -38,255 -7%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$145M -$28.3M -98,598 -17%
Adage Capital Partners
109
Adage Capital Partners
Massachusetts
$145M -$6.06M -21,100 -4%
MG
110
Markel Group
Virginia
$144M
Caisse de Depot et Placement du Quebec (CDPQ)
111
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$141M -$17.6M -61,099 -11%
CF
112
Canoe Financial
Alberta, Canada
$139M -$80.1M -278,876 -37%
MIHAS
113
Maj Invest Holding A/S
Denmark
$139M -$101M -351,382 -43%
TAM
114
Troy Asset Management
United Kingdom
$136M -$104M -362,309 -44%
MGP
115
M&G plc
United Kingdom
$134M -$14.2M -49,262 -10%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$134M +$52.7M +183,411 +69%
FI
117
Focused Investors
California
$133M -$977K -3,400 -0.8%
US Bancorp
118
US Bancorp
Minnesota
$132M -$1.37M -4,782 -1%
Victory Capital Management
119
Victory Capital Management
Texas
$130M -$17.6M -61,120 -12%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$128M +$3.64M +12,678 +3%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128M -$2.23M -7,775 -2%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$127M +$4.6M +16,004 +4%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$126M -$9.04M -31,473 -7%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$125M -$35.6M -123,808 -23%
LF
125
Lansforsakringar Fondforvaltning
Sweden
$124M +$120M +417,815 New

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.