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
↑ +115
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AXP

Based on 3003 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
3,003 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
+312 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.
🟡

Slight buying edge — 55% buying

1505 buying1240 selling
Last quarter: 1,505 funds bought or added vs 1,240 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 (+73 vs last Q)

new funds entering per quarter
Funds opening a new AXP position: 186 → 425 → 212 → 285. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
2,047 out of 3,003 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 +50%, value +16%

Value
+15%
Shares
+50%
Last quarter: funds added +50% more shares while total portfolio value only changed +16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

265 → 186 → 425 → 212 → 285 new funds/Q
New funds entering each quarter: 186 → 425 → 212 → 285. AXP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 13% 1-2yr ■ 18% new
Entry-cohort mix of 3,084 holders: 2,156 (70%) are 2+ year veterans, 386 entered 1–2 years ago, and 542 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
73 of 2989 holders are among the 100 largest funds by AUM, controlling 71% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 1505 hedge funds were net buyers of AXP (285 opened a new position, 1220 added to an existing one), while 1240 reduced or exited (1070 trimmed, 170 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 71% of total institutional value in AXP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +115 funds (more new holders than closures). Total institutional holders: 3003.

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 · 60d ago
AXP
-1.2%
XLF
+8.0%

AXP outperformed XLF by -9.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
AXP
-2.4%
XLF
-0.5%

Since the filing became public, AXP outperformed XLF by -1.9% .

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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

82 top-rated funds 51 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
6.5
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 2976 2888 3.05%
13F Shares 591M 573M 3.14%
Total Value $193.91B $168.70B 14.94%
New Positions 282 212 +70
Increased Positions 1186 1062 +124
Closed Positions 180 334 -154
Reduced Positions 1046 1211 -165
Total Calls 43 39 10.26%
Total Puts 49 51 -3.92%
PUT/CALL Ratio 1.14 1.31 Neutral

Statistics: AXP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Factorial Partners, LLC 100.00% 1,000 $341K
2 Berkshire Hathaway Inc 17.14% 151,610,700 $51.28B
3 Rothschild & Co Wealth Management UK Ltd 13.86% 2,838,220 $960.0M
4 Birch Financial Group, LLC 10.80% 62,109 $21.0M
5 S&G Foundation 10.11% 641,100 $216.9M
6 GFI Investment Counsel Ltd. 8.44% 183,904 $62.2M
7 MFF Capital Investments Ltd 8.26% 402,309 $136.1M
8 ThornTree Capital Partners LP 7.71% 166,784 $56.4M
9 Timucuan Asset Management Inc/Fl 7.05% 566,262 $191.5M
10 LB Partners LLC 6.92% 30,000 $10.1M
11 Unison Asset Management LLC 6.70% 48,782 $16.5M
12 Holowesko Partners Ltd. 6.63% 77,400 $26.2M
13 Cacti Asset Management LLC 6.62% 390,530 $132.1M
14 Provident Trust Co 6.53% 920,817 $311.5M
15 Coleford Investment Management Ltd. 6.47% 87,752 $29.7M
16 Long Corridor Asset Management Ltd 6.43% 63,000 $21.3M
17 Bretton Capital Management, LLC 6.24% 23,100 $7.8M
18 Bradley & Co. Private Wealth Management, LLC 6.20% 38,441 $13.0M
19 Chapman Investment Management, LLC 5.84% 20,941 $7.1M
20 Schwerin Boyle Capital Management Inc 5.78% 139,529 $47.2M
21 Unio Capital LLC 5.38% 83,674 $28.3M
22 Iron Gate Global Advisors LLC 5.35% 163,779 $55.4M
23 HS Management Partners, LLC 5.24% 45,119 $15.3M
24 Focused Investors LLC 5.20% 455,650 $154.1M
25 Financial Avengers, Inc. 5.11% 36,429 $12.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 1,505 funds bought or added vs 1,240 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 — 71% AUM from top-100 funds: 73 of 2989 holders are among the 100 largest funds by AUM, controlling 71% 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: 2,047 out of 3,003 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?

As of today, AXP has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.5% for the XLF sector ETF — an outperformance of -1.9%. Since the quarter end (June 30, 2026), AXP has gained -1.2% vs +8.0% 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.

Full history →