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
↑ +253
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — AXP

Based on 2794 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
2,794 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 — +15% more funds vs a year ago

fund count last 6Q
+371 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1383 buying1185 selling
Last quarter: 1,383 funds bought or added vs 1,185 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 (+212 vs last Q)

new funds entering per quarter
Funds opening a new AXP position: 186 → 236 → 168 → 380. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 15% new
1,860 out of 2,794 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

256 → 186 → 236 → 168 → 380 new funds/Q
New funds entering each quarter: 186 → 236 → 168 → 380. A growing number of institutions are discovering AXP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Of 2,868 current holders: 1,930 (67%) 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 — 69% AUM from top-100 funds

69% from top-100 AUM funds
47 of 2794 holders are among the 100 largest funds by AUM, controlling 69% 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

221 top-rated funds 82 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: AXP
2026 Q1 Stats Unlock in 21 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2868 2613 9.76%
13F Shares 590M 586M 0.72%
Total Value $215.30B $192.00B 12.14%
New Positions 385 171 +214
Increased Positions 1105 1070 +35
Closed Positions 132 149 -17
Reduced Positions 1145 1073 +72
Total Calls 41 42 -2.38%
Total Puts 46 45 2.22%
PUT/CALL Ratio 1.12 1.07 Neutral

Statistics: AXP

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

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.

Top 25 institutional holders of AXP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aquamarine Zurich AG 14.53% 65,000 $20K
2 BIRCH FINANCIAL GROUP, LLC 11.08% 62,722 $19.0M
3 LB Partners LLC 8.14% 30,000 $9.1M
4 CACTI ASSET MANAGEMENT LLC 7.16% 390,530 $118.1M
5 PROVIDENT TRUST CO 5.80% 917,031 $277.4M
6 Focused Investors LLC 4.94% 502,450 $152.0M
7 Titiun Yejiel 4.88% 11,000 $4.1M
8 GREATMARK INVESTMENT PARTNERS, INC. 4.14% 116,949 $35.4M
9 MOUNT VERNON ASSOCIATES INC /MD/ 4.05% 18,932 $6K
10 Reliant Investment Management, LLC 3.87% 26,551 $8.0M
11 SHAYNE & JACOBS, LLC 3.85% 41,214 $12.5M
12 Torrey Growth & Income Advisors 3.76% 29,956 $9.0M
13 FOUNDERS CAPITAL MANAGEMENT, LLC 3.76% 75,619 $22.9M
14 CFC Planning Co LLC 3.70% 17,134 $5.2M
15 LETSON INVESTMENT MANAGEMENT, INC. 3.65% 31,442 $9.5M
16 HS Management Partners, LLC 3.61% 34,129 $10.3M
17 Norman Fields, Gottscho Capital Management, LLC 3.44% 34,430 $10.4M
18 Westend Capital Management, LLC 3.23% 35,568 $10.8M
19 BAXTER BROS INC 2.99% 79,992 $24.2M
20 Chemistry Wealth Management LLC 2.86% 53,731 $16.3M
21 ROFFMAN MILLER ASSOCIATES INC /PA/ 2.69% 154,500 $46.7M
22 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2.69% 116,255 $35.2M
23 Matthew Goff Investment Advisor, LLC 2.55% 50,669 $15.3M
24 Perennial Advisors, LLC 2.50% 48,626 $14.7M
25 ABNER HERRMAN & BROCK LLC 2.48% 74,183 $22K
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 — 3 quarters in a row: For 3 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: 1,383 funds bought or added vs 1,185 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 — 69% AUM from top-100 funds: 47 of 2794 holders are among the 100 largest funds by AUM, controlling 69% 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?

67% of holders stayed for 2+ years: 1,860 out of 2,794 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.