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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
LWM
501
Lyell Wealth Management
California
$258K +$225K +1,000 New
MWPCG
502
Measured Wealth Private Client Group
New Hampshire
$258K +$225K +1,000 New
NGA
503
Naples Global Advisors
Florida
$258K +$225K +1,000 New
NSEDCP
504
NJ State Employees Deferred Compensation Plan
New Jersey
$258K +$225K +1,000 New
LWM
505
Liberty Wealth Management
California
$258K +$225K +1,000 New
SWG
506
Summit Wealth Group
Vermont
$258K +$225K +1,000 New
NIM
507
NEOS Investment Management
Connecticut
$257K +$224K +996 New
WAM
508
Weiss Asset Management
Massachusetts
$256K +$224K +992 New
TCM
509
Triumph Capital Management
Colorado
$253K +$221K +980 New
FFM
510
Forum Financial Management
Illinois
$253K +$221K +980 New
WA
511
Wealth Alliance
New York
$253K +$221K +979 New
SRL
512
Scientech Research LLC
New Jersey
$252K +$220K +977 New
DG
513
DMC Group
Alabama
$249K -$35.6K -158 -14%
VFA
514
Valeo Financial Advisors
Indiana
$247K -$32.5K -144 -13%
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$239K +$209K +926 New
EF
516
Empirical Finance
Pennsylvania
$238K +$207K +920 New
WP
517
Wealthspan Partners
Iowa
$238K +$207K +920 New
PP
518
Patten & Patten
Tennessee
$236K +$206K +915 New
Lido Advisors
519
Lido Advisors
California
$236K +$206K +913 New
AF
520
Allworth Financial
California
$235K +$5.41K +24 +3%
AWM
521
Apollon Wealth Management
South Carolina
$234K +$204K +906 New
OCBCO
522
Oversea-Chinese Banking Corp (OCBC)
Singapore
$234K -$35.2K -156 -15%
HR
523
Hardy Reed
Mississippi
$231K +$202K +895 New
EIG
524
Ellenbecker Investment Group
Wisconsin
$229K +$200K +887 New
DAS
525
Dynamic Advisor Solutions
Arizona
$226K +$208K +924 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.