AMERICAN EXPRESS CO (AXP) — Hedge Fund Ownership Q4 2025
AXP
- AMERICAN EXPRESS CO (AXP) is held by 16 of 81 tracked hedge funds, with Berkshire Hathaway (20%) and Aquamarine Capital / Aquamarine Zurich (16%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in AXP holdings came from Markel Group (+1%), highlighting conviction.
- The biggest decreases in AXP holdings came from Aquamarine Capital / Aquamarine Zurich (-69%) and First Eagle Investment Management (-5%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to AMERICAN EXPRESS CO (AXP) by -0.2% vs the prior quarter and -1% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Berkshire Hathaway
|
20.46% | 151.6M | — | — | $56.09B | $369.95 | — |
| 2 |
Aquamarine Capital / Aquamarine Zurich Guy Spier
|
16.30% | 65K | -69.05% | -69.05% | $24.0M | $369.95 | — |
| 3 |
Third Avenue Management
|
1.93% | 65K | -2.48% | -27.87% | $23.9M | $369.95 | — |
| 4 |
Tweedy, Browne Tweedy, Browne Co LLC
|
1.93% | 65K | -2.48% | -27.87% | $23.9M | $369.95 | — |
| 5 |
Markel Group Tom Gayner
|
1.44% | 488K | +0.88% | +0.88% | $180.7M | $369.95 | — |
| 6 |
Torray Investment Partners Robert Torray
|
1.29% | 24K | -57.89% | -58.35% | $9.0M | $369.95 | — |
| 7 |
First Eagle Investment Management
|
1.07% | 1.6M | -4.82% | -30.28% | $606.7M | $369.95 | — |
| 8 |
Mairs & Power
|
0.57% | 159K | -6.22% | -24.35% | $59.0M | $369.95 | — |
| 9 |
Davis Selected Advisers Christopher Davis
|
0.40% | 242K | -2.52% | -11.95% | $89.4M | $369.95 | — |
| 10 |
Semper Augustus Investments Group Christopher Bloomstran
|
0.15% | 3K | -16.20% | -22.36% | $1.3M | $369.95 | — |
| 11 |
Matrix Asset Advisors David Katz
|
0.10% | 3K | -0.07% | -3.80% | $1.1M | $369.95 | — |
| 12 |
Lindsell Train
|
0.09% | 10K | -3.92% | -15.52% | $3.6M | $369.95 | — |
| 13 |
Dodge & Cox
|
0.06% | 293K | -15.32% | -26.74% | $108.2M | $369.95 | — |
| 14 |
Gardner Russo & Quinn Thomas Russo
|
0.05% | 12K | -10.80% | -17.93% | $4.5M | $369.95 | — |
| 15 |
Kahn Brothers Group Irving Kahn
|
0.04% | 610 | -46.96% | — | $225,669 | $369.95 | — |
| 16 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
0.01% | 932 | — | — | $344,793 | $369.95 | — |
| 16 | Total | — | 154.7M | -0.22% | -0.73% | $57.22B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.