Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Express Co (AXP)

3K + Investors. Track Smart Money conviction in AXP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -124
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — AXP

Based on 2884 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AXP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
2,884 hedge funds hold AXP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+314 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

1287 buying1567 selling
Last quarter: 1,567 funds reduced or exited vs 1,287 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-213 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 263 → 186 → 424 → 211. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
1,975 out of 2,884 hedge funds have held AXP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -23%

Value
-23%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

207 → 263 → 186 → 424 → 211 new funds/Q
New funds entering each quarter: 263 → 186 → 424 → 211. A growing number of institutions are discovering AXP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 17% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 17% new
Entry-cohort mix of 2,966 holders: 2,052 (69%) are 2+ year veterans, 400 entered 1–2 years ago, and 514 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
71 of 2875 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AXP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AXP

In 2026 Q1, 1287 hedge funds were net buyers of AXP (211 opened a new position, 1076 added to an existing one), while 1567 reduced or exited (1232 trimmed, 335 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 64% of total institutional value in AXP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -124 funds (more exits than new entries). Total institutional holders: 2884.

Hedge Fund Ownership: AXP

How many hedge funds hold AXP — quarterly history vs. share price
Quarterly hedge fund ownership of AXP vs. share price

Market Analysis: AXP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AXP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy American Express Co (AXP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AXP has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 8d ago
AXP
+5.3%
XLF
+4.6%

AXP outperformed XLF by +0.7% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

138 top-rated funds 56 high-conviction
Consensus
9.3
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: AXP
2026 Q2 Stats Unlock in 42 days 3K + Investors

Track Smart Money conviction in AXP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2848 3008 -5.32%
13F Shares 566M 599M -5.46%
Total Value $166.93B $218.23B -23.51%
New Positions 203 424 -221
Increased Positions 1054 1042 +12
Closed Positions 363 130 +233
Reduced Positions 1195 1113 +82
Total Calls 38 41 -7.32%
Total Puts 50 48 4.17%
PUT/CALL Ratio 1.32 1.17 Bearish

Statistics: AXP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AXP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AXP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cacti Asset Management LLC 6.62% 390,530 $132.1M
2 Shayne & Jacobs, LLC 4.13% 41,139 $13.9M
3 Matthew Goff Investment Advisor, LLC 2.82% 49,357 $16.7M
4 Connective Portfolio Management, LLC 2.25% 4,000 $1.4M
5 St. Louis Financial Planners Asset Management, LLC 1.91% 10,201 $3.6M
6 Greenfield Savings Bank 1.64% 12,756 $4.3M
7 FOCUS Wealth Advisors, LLC 1.40% 8,952 $3.0M
8 Bill Few Associates, Inc. 1.16% 16,160 $5.5M
9 Lincoln Capital LLC 1.09% 18,043 $6.1M
10 Eastern Bank 0.67% 130,240 $44.1M
11 Wisconsin Wealth Advisors, LLC 0.57% 1,960 $663K
12 Central Pacific Bank - Trust Division 0.56% 16,373 $5.5M
13 Byrne Asset Management LLC 0.56% 3,075 $1.0M
14 Hilltop National Bank 0.55% 7,644 $2.6M
15 Boltwood Capital Management 0.55% 7,070 $2.4M
16 Stonebridge Financial Group, LLC 0.40% 15,442 $5.2M
17 Silverberg Bernstein Capital Management LLC 0.34% 2,645 $895K
18 Bdf-Gestion 0.34% 10,864 $2.5M
19 Canandaigua National Bank & Trust Co 0.29% 10,332 $3.5M
20 City Center Advisors, LLC 0.24% 894 $302K
21 Grove Bank & Trust 0.24% 7,160 $2.4M
22 Foster Group, Inc. 0.24% 26,582 $9.0M
23 Moody National Bank Trust Division 0.22% 7,897 $2.7M
24 GAMMA Investing LLC 0.20% 16,011 $5.4M
25 Willner & Heller, LLC 0.18% 831 $281K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — American Express Co (AXP)

What does the Smart Money Trend signal show for AXP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AXP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AXP?

More sellers than buyers — 45% buying: Last quarter: 1,567 funds reduced or exited vs 1,287 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AXP holders?

Elite ownership — 64% AUM from top-100 funds: 71 of 2875 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AXP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AXP?

68% of holders stayed for 2+ years: 1,975 out of 2,884 hedge funds have held AXP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy American Express Co (AXP) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), AXP has gained +5.3% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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