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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
TAM
176
Todd Asset Management
Kentucky
$71.3M +$25.4M +88,303 +58%
Truist Financial
177
Truist Financial
North Carolina
$71.2M -$673K -2,344 -1%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$70.6M -$329K -1,144 -0.5%
Holocene Advisors
179
Holocene Advisors
New York
$69.7M +$9.24M +32,170 +16%
AQR Capital Management
180
AQR Capital Management
Connecticut
$69.3M +$14M +48,681 +26%
MSV
181
MN Services Vermogensbeheer
Netherlands
$68.3M +$1.35M +4,700 +2%
CWM
182
CIBC World Markets
New York
$68.2M -$7.04M -24,493 -10%
CIP
183
Cornerstone Investment Partners
Georgia
$68M -$296K -1,030 -0.4%
Citadel Advisors
184
Citadel Advisors
Florida
$66.6M -$27.8M -96,791 -30%
ERSOT
185
Employees Retirement System of Texas
Texas
$66.6M
Fayez Sarofim & Co
186
Fayez Sarofim & Co
Texas
$66.1M -$1.16M -4,038 -2%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$66M +$1.79M +6,241 +3%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$65.1M -$425K -1,478 -0.7%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$64.9M +$2.71M +9,443 +5%
BTW
190
Boston Trust Walden
Massachusetts
$64.9M -$563K -1,958 -0.9%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$64.4M -$5.86M -20,407 -9%
MPI
192
Mairs & Power Inc
Minnesota
$62.6M -$2.08M -7,238 -3%
State of New Jersey Common Pension Fund D
193
State of New Jersey Common Pension Fund D
New Jersey
$62.4M -$754K -2,625 -1%
AZ
194
Aquamarine Zurich
Switzerland
$62.3M
KK
195
KLP Kapitalforvaltning
Norway
$61.6M +$59.6M +207,479 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
196
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.4M -$7.33M -25,500 -11%
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$60.2M -$28.2M -98,153 -33%
Calamos Advisors
198
Calamos Advisors
Illinois
$59.7M -$1.82M -6,340 -3%
A
199
Allianz
Germany
$59M +$75.3K +262 +0.1%
SO
200
STRS Ohio
Ohio
$58.9M -$10.3M -35,798 -15%

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.