American Express Company (AXP): A Bull Case Theory
We came across a bullish thesis on American Express Company on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on AXP.
American Express Co (AXP)
Market is closed
Sector: Finance Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Berkshire Hathaway Warren Buffett | 151,610,700 | $50,359,010,112 | 18.84% | |
| 2. | Fisher Asset Management Ken Fisher | 8,881,546 | $2,950,094,577 | +2% | 1.07% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 1,722,929 | $572,288,147 | -11% | 1.04% |
| 4. | 901,100 | $299,309,376 | -12% | 0.05% | |
| 5. | 812,200 | $269,780,352 | +14% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $269.89 | 3,700 | $998,593.00 | 3,700 | 2025-03-07 | Filing | |
| $143.93 | 1,000 | $143,930.00 | 2,000 | 2023-10-24 | Filing | |
| $149.27 | 1,000 | $149,270.00 | 1,000 | 2022-11-08 | Filing | |
| $132.87 | 1,000 | $132,870.00 | 1,065 | 2020-02-11 | Filing | |
| $79.74 | 4,000 | $318,940.00 | 4,000 | 2017-02-22 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $384.93 | 1,400 | $538,902.00 | 11,417 | 2025-12-12 | Filing | |
| $361.57 | 8,984 | $3,248,344.88 | 85,577 | 2025-10-31 | Filing | |
| $360.79 | 15,196 | $5,482,564.84 | 94,561 | 2025-10-31 | Filing | |
| $360.09 | 15,532 | $5,592,917.88 | 109,757 | 2025-10-31 | Filing | |
| $359.04 | 4,234 | $1,520,175.36 | 125,289 | 2025-10-31 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 390,530 | $146,573,720 | 8.85% | |
| 2. | 22,321 | $8,257,757 | 0.95% | |
| 3. | 7,135 | $2,639,593 | 0.69% | |
| 4. | 1,361 | $503,502 | 0.04% | |
| 5. | 280 | $103,586 | 0.03% |
News See All
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Payment and lifestyle services provider American Express Company (NYSE:AXP) is one of Jim Cramer’s top stocks in the space.
8 Stocks Jim Cramer Talked About
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Josh Brown, CEO of Ritholtz Wealth Management, explained in a recent program on CNBC why he likes American Express.
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