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
↑ +294
Streak
9Q ▲
Buyers last Q
54%

Smart Money Signals — AXP

Based on 3008 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added AXP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,008 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 — +18% more funds vs a year ago

fund count last 6Q
+448 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1485 buying1264 selling
Last quarter: 1,485 funds bought or added vs 1,264 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+238 vs last Q)

new funds entering per quarter
Funds opening a new AXP position: 207 → 263 → 186 → 424. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,934 out of 3,008 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.
📈

Growing discovery — still being found

319 → 207 → 263 → 186 → 424 new funds/Q
New funds entering each quarter: 207 → 263 → 186 → 424. A growing number of institutions are discovering AXP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 3,082 current holders: 2,004 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
72 of 3008 holders are among the 100 largest funds by AUM, controlling 73% 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 2025 Q4, 1485 hedge funds were net buyers of AXP (424 opened a new position, 1061 added to an existing one), while 1264 reduced or exited (1134 trimmed, 130 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 73% of total institutional value in AXP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +294 funds (more new holders than closures). Total institutional holders: 3008.

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 Q1 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 March 31, 2026 · 50d ago
AXP
+6.0%
XLF
+4.8%

AXP outperformed XLF by +1.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
AXP
-0.4%
XLF
+1.2%

Since the filing became public, AXP outperformed XLF by -1.6% .

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
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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Financial Highlights

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Institutional Holders (2026 Q1)

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 institutional holders of AXP — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BERKSHIRE HATHAWAY INC 17.43% 151,610,700 $45.86B
2 Aquamarine Zurich AG 14.53% 65,000 $20K
3 Rothschild & Co Wealth Management UK Ltd 13.17% 2,844,158 $860.3M
4 BIRCH FINANCIAL GROUP, LLC 11.08% 62,722 $19.0M
5 S&G Foundation 10.29% 641,100 $193.9M
6 LB Partners LLC 8.14% 30,000 $9.1M
7 MFF Capital Investments Ltd 8.01% 402,309 $121.7M
8 GFI Investment Counsel Ltd. 7.85% 189,847 $57.4M
9 Long Corridor Asset Management Ltd 7.21% 98,000 $29.6M
10 CACTI ASSET MANAGEMENT LLC 7.16% 390,530 $118.1M
11 Coleford Investment Management Ltd. 6.62% 89,272 $27.0M
12 Unison Asset Management LLC 6.55% 47,385 $14.3M
13 Bretton Capital Management, LLC 6.39% 23,100 $7.0M
14 TIMUCUAN ASSET MANAGEMENT INC/FL 6.27% 562,998 $170.3M
15 Bradley & Co. Private Wealth Management, LLC 6.07% 38,041 $11.5M
16 Holowesko Partners Ltd. 5.93% 69,900 $21.1M
17 PROVIDENT TRUST CO 5.80% 917,031 $277.4M
18 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 5.50% 143,404 $43.4M
19 UNIO CAPITAL LLC 5.42% 83,643 $25.3M
20 Chapman Investment Management, LLC 5.38% 21,573 $6.5M
21 Heard Capital LLC 5.31% 339,827 $102.8M
22 Iron Gate Global Advisors LLC 5.17% 161,839 $49.0M
23 Financial Avengers, Inc. 5.08% 36,860 $11.1M
24 Focused Investors LLC 4.94% 502,450 $152.0M
25 Titiun Yejiel 4.88% 11,000 $4.1M
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?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added AXP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AXP?

Slight buying edge — 54% buying: Last quarter: 1,485 funds bought or added vs 1,264 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AXP holders?

Elite ownership — 73% AUM from top-100 funds: 72 of 3008 holders are among the 100 largest funds by AUM, controlling 73% 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?

64% of holders stayed for 2+ years: 1,934 out of 3,008 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 Q1 hedge fund 13F filings?

As of today, AXP has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), AXP has gained +6.0% vs +4.8% 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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