AMERICAN EXPRESS CO (AXP) — Hedge Fund Ownership Q1 2026
AXP
- AMERICAN EXPRESS CO (AXP) is held by 14 of 82 tracked hedge funds, with Berkshire Hathaway (17%) and Aquamarine Capital (15%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in AXP holdings came from First Eagle Investment Management (+1%) and Markel Group (+0.4%), highlighting conviction.
- The biggest decreases in AXP holdings came from Torray Investment Partners (-92%) and Dodge & Cox (-5%), suggesting profit-taking or de-risking.
- 2 hedge funds exited AXP, led by Third Avenue Management (2%).
- Overall, hedge funds decreased exposure to AMERICAN EXPRESS CO (AXP) by -0.1% 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
|
17.43% | 151.6M | — | — | $45.86B | $302.48 | — |
| 2 |
Aquamarine Capital Guy Spier
|
14.53% | 65K | — | -69.05% | $19.7M | $302.48 | — |
| 3 |
Tweedy, Browne Tweedy, Browne Co LLC
|
1.51% | 63K | -2.49% | -12.30% | $19.1M | $302.48 | — |
| 4 |
Markel Group Tom Gayner
|
1.24% | 490K | +0.40% | +1.28% | $148.4M | $302.48 | — |
| 5 |
First Eagle Investment Management
|
0.85% | 1.7M | +1.39% | -21.03% | $502.9M | $302.48 | — |
| 6 |
Mairs & Power
|
0.46% | 149K | -6.67% | -22.94% | $45.0M | $302.48 | — |
| 7 |
Davis Selected Advisers Christopher Davis
|
0.32% | 233K | -3.55% | -14.11% | $70.5M | $302.48 | — |
| 8 |
Semper Augustus Investments Group Christopher Bloomstran
|
0.12% | 3K | -0.15% | -22.47% | $1.0M | $302.48 | — |
| 9 |
Torray Investment Partners Robert Torray
|
0.09% | 2K | -91.91% | -96.63% | $594,373 | $302.48 | — |
| 10 |
Lindsell Train
|
0.09% | 9K | -8.16% | -22.41% | $2.7M | $302.48 | — |
| 11 |
Matrix Asset Advisors David Katz
|
0.08% | 3K | -2.28% | -5.99% | $906,232 | $302.48 | — |
| 12 |
Dodge & Cox
|
0.05% | 277K | -5.15% | -25.84% | $83.9M | $302.48 | — |
| 13 |
Gardner Russo & Quinn Thomas Russo
|
0.02% | 6K | -46.67% | -52.52% | $2.0M | $302.48 | — |
| 14 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
0.00% | 932 | — | — | $281,911 | $302.48 | — |
| — |
Kahn Brothers Group Irving Kahn
|
— | — | EXITED | — | — | — | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 14 | Total | — | 154.6M | -0.07% | -0.58% | $46.76B | — | — |
* 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.