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
↑ +134
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AXP

Based on 3022 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
3,022 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
+330 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

1517 buying1236 selling
Last quarter: 1,517 funds bought or added vs 1,236 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 (+82 vs last Q)

new funds entering per quarter
Funds opening a new AXP position: 186 → 425 → 212 → 294. 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
2,057 out of 3,022 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

266 → 186 → 425 → 212 → 294 new funds/Q
New funds entering each quarter: 186 → 425 → 212 → 294. 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 ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 3,103 holders: 2,166 (70%) are 2+ year veterans, 387 entered 1–2 years ago, and 550 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
73 of 3008 holders are among the 100 largest funds by AUM, controlling 72% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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, 1517 hedge funds were net buyers of AXP (294 opened a new position, 1223 added to an existing one), while 1236 reduced or exited (1076 trimmed, 160 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 72% of total institutional value in AXP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +134 funds (more new holders than closures). Total institutional holders: 3022.

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.

Loading signal freshness…
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
2026 Q3 Stats Unlock in 4 days 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

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Financial Highlights

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Institutional Holders (2026 Q3)

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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AXP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rothschild & Co Wealth Management UK Ltd 11.96% 2,818,668 $857.2M
2 S&G Foundation 9.24% 641,100 $195.0M
3 Birch Financial Group, LLC 8.83% 62,094 $18.9M
4 MFF Capital Investments Ltd 7.99% 402,309 $122.3M
5 GFI Investment Counsel Ltd. 7.52% 175,835 $53.5M
6 Timucuan Asset Management Inc/Fl 6.34% 563,609 $171.4M
7 Cacti Asset Management LLC 6.29% 389,972 $119.1M
8 Holowesko Partners Ltd. 6.02% 77,400 $23.5M
9 Provident Trust Co 5.97% 631,564 $192.1M
10 LB Partners LLC 5.93% 30,000 $9.1M
11 Bretton Capital Management, LLC 5.91% 23,100 $7.0M
12 HS Management Partners, LLC 5.88% 45,741 $13.9M
13 Coleford Investment Management Ltd. 5.87% 87,912 $26.7M
14 Long Corridor Asset Management Ltd 5.82% 63,000 $19.2M
15 Bradley & Co. Private Wealth Management, LLC 5.27% 37,931 $11.5M
16 Heard Capital LLC 5.26% 358,910 $109.1M
17 Schwerin Boyle Capital Management Inc 5.25% 137,429 $41.8M
18 Chapman Investment Management, LLC 5.11% 21,209 $6.4M
19 Focused Investors LLC 4.83% 383,050 $116.5M
20 AlpenGlobal Capital LLC 4.33% 22,205 $6.8M
21 Dundas Partners LLP 4.32% 178,900 $54.4M
22 Noesis Capital Mangement Corp 4.26% 118,246 $36.0M
23 Titiun Yejiel 4.21% 17,231 $5.2M
24 Teachers Insurance & Annuity Association of America 4.15% 11,609 $3.5M
25 Longview Partners (Guernsey) LTD 4.02% 813,396 $247.4M
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

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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: 1,517 funds bought or added vs 1,236 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 — 72% AUM from top-100 funds: 73 of 3008 holders are among the 100 largest funds by AUM, controlling 72% 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: 2,057 out of 3,022 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.

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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