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AXON

Axon Enterprise

686 hedge funds and large institutions have $15.5B invested in Axon Enterprise in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 39

32% more capital invested

Capital invested by funds: $11.7B → $15.5B (+$3.79B)

16% more funds holding

Funds holding: 590686 (+96)

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

1.54% more ownership

Funds ownership: 78.66%80.2% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

10% less call options, than puts

Call options by funds: $359M | Put options by funds: $398M

Holders
686
Holders Change
+96
Holders Change %
+16.27%
% of All Funds
10%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
141
Increased
238
Reduced
215
Closed
39
Calls
$359M
Puts
$398M
Net Calls
-$38.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Cordatus Wealth Management
Pennsylvania
$310K -$3.38K -15 -1%
SC
477
Savant Capital
Illinois
$308K +$5.18K +23 +2%
CA
478
CoreCap Advisors
Michigan
$299K -$676 -3 -0.3%
HIM
479
Hanlon Investment Management
New Jersey
$299K -$29.3K -130 -10%
HWM
480
HB Wealth Management
Georgia
$294K +$9.69K +43 +4%
FCG
481
Fielder Capital Group
Tennessee
$293K +$255K +1,133 New
CIAS
482
CFS Investment Advisory Services
New Jersey
$292K -$253K -1,123 -50%
EWM
483
Empirical Wealth Management
Washington
$291K -$50.3K -223 -17%
VC
484
Veracity Capital
Georgia
$289K +$252K +1,120 New
SAM
485
Shell Asset Management
Netherlands
$287K -$73.5K -326 -23%
TCWM
486
Total Clarity Wealth Management
Illinois
$286K -$4.96K -22 -2%
QCG
487
Quadrant Capital Group
Ohio
$285K +$676 +3 +0.3%
FCH
488
Freestone Capital Holdings
Washington
$283K +$247K +1,095 New
HI
489
Horizon Investments
North Carolina
$282K +$21.4K +95 +10%
SFA
490
Sequoia Financial Advisors
Ohio
$279K +$243K +1,080 New
NCM
491
Northwest Capital Management
Oregon
$277K
ICG
492
InterOcean Capital Group
Tennessee
$275K +$901 +4 +0.4%
OA
493
Oracle Alpha
Ontario, Canada
$274K +$239K +1,062 New
JSW
494
Journey Strategic Wealth
New Jersey
$272K
MHIC
495
Marble Harbor Investment Counsel
Massachusetts
$271K -$56.3K -250 -19%
VA
496
Vident Advisory
Georgia
$266K +$232K +1,030 New
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$266K -$451 -2 -0.2%
NA
498
NewEdge Advisors
Louisiana
$261K +$223K +988 +2,823%
BCP
499
Blackhawk Capital Partners
Wisconsin
$258K +$225K +1,000 New
FFN
500
Focus Financial Network
Minnesota
$258K +$225K +1,000 New

AXON Hedge Fund Activity: Q4 2023 in Review

686 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q4 2023, worth a combined $15.5B — up 32% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AXON positions and 39 closed out — a net gain of 102 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $175M. The largest seller was Capital International Investors, cutting an estimated $83.3M.

  • 686 institutional investors held Axon Enterprise (AXON) as of Q4 2023, up from 590 in Q3 2023.
  • Funds reported $15.5B of Axon Enterprise stock for Q4 2023, up 32% quarter-over-quarter.
  • 141 funds opened new Axon Enterprise positions in Q4 2023 and 39 closed out, a net change of +102 holders.
  • The largest Axon Enterprise buyer in Q4 2023 was Morgan Stanley, an estimated $175M added.
  • The largest Axon Enterprise seller in Q4 2023 was Capital International Investors, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2023.