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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
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$58.9M +$12.2M +42,468 +27%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$58.7M -$1.9M -6,610 -3%
GFI
203
Global Frontier Investments
South Carolina
$58.5M +$56.7M +197,215 New
ZIM
204
Zacks Investment Management
Illinois
$58.3M -$1.59M -5,532 -3%
Rafferty Asset Management
205
Rafferty Asset Management
New York
$58.3M +$1.71M +5,935 +3%
GIC
206
GFI Investment Counsel
Ontario, Canada
$58M +$2.15M +7,468 +4%
Jane Street
207
Jane Street
New York
$57M +$47M +163,755 +576%
SBCM
208
Schwerin Boyle Capital Management
Massachusetts
$56.9M -$345K -1,200 -0.6%
CK
209
Cohen Klingenstein
New York
$55.5M -$2.3M -8,000 -4%
CPC
210
Cookson Peirce & Co
Pennsylvania
$55.1M +$7.39M +25,710 +16%
AIMCA
211
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.9M -$3.68M -12,800 -6%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$54.6M -$4.03M -14,037 -7%
BTCPP
213
Border to Coast Pensions Partnership
United Kingdom
$53.9M
Ninety One (UK)
214
Ninety One (UK)
United Kingdom
$52.9M -$436K -1,517 -0.8%
RMA
215
Roffman Miller Associates
Pennsylvania
$52.1M -$2.33M -8,112 -4%
ZIC
216
ZWJ Investment Counsel
Georgia
$51.9M -$739K -2,572 -1%
BBVA
217
Banco Bilbao Vizcaya Argentaria
Spain
$51.8M +$50M +174,093 New
M&T Bank
218
M&T Bank
New York
$51.8M +$186K +648 +0.4%
DP
219
Dundas Partners
United Kingdom
$51.8M
Millennium Management
220
Millennium Management
New York
$51.1M -$57M -198,393 -54%
RAM
221
Resona Asset Management
Japan
$50.7M -$3M -10,427 -6%
Creative Planning
222
Creative Planning
Kansas
$50.6M +$2.72M +9,482 +6%
NCM
223
Nearwater Capital Markets
Ireland
$50.5M +$48.8M +170,000 New
FAF
224
Första AP-fonden
Sweden
$50M -$402K -1,400 -0.8%
TI
225
Tidal Investments
Wisconsin
$49.5M +$35.1M +122,258 +275%

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.