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Axon Enterprise
AXON

Overview Fund Activity

683 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, 236 increasing their positions, 214 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+96
Holders Change %
+16.35%
% of All Funds
10.01%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
141
Increased
236
Reduced
214
Closed
39
Calls
$359M
Puts
$398M
Net Calls
-$38.7M
Net Calls Change
-$41.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$200M
2
BlackRock
BlackRock
New York
+$63.1M
3
CIP
Champlain Investment Partners
Vermont
+$57M
4
ZIG
Zurich Insurance Group
Switzerland
+$51.8M
5
Franklin Resources
Franklin Resources
California
+$47.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$95.5M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$91.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.1M
4
GIM
Granahan Investment Management
Massachusetts
-$39.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
501
Lyell Wealth Management
California
$258K +$258K +1,000 New
MWPCG
502
Measured Wealth Private Client Group
New Hampshire
$258K +$258K +1,000 New
SWG
503
Summit Wealth Group
Vermont
$258K +$258K +1,000 New
LWM
504
Liberty Wealth Management
California
$258K +$258K +1,000 New
NIM
505
NEOS Investment Management
Connecticut
$257K +$257K +996 New
WAM
506
Weiss Asset Management
Massachusetts
$256K +$256K +992 New
TCM
507
Triumph Capital Management
Colorado
$253K +$253K +980 New
FFM
508
Forum Financial Management
Illinois
$253K +$253K +980 New
WA
509
Wealth Alliance
New York
$253K +$253K +979 New
SRL
510
Scientech Research LLC
New Jersey
$252K +$252K +977 New
DG
511
DMC Group
Alabama
$249K -$40.8K -158 -14%
VFA
512
Valeo Financial Advisors
Indiana
$247K -$37.2K -144 -13%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$239K +$239K +926 New
EF
514
Empirical Finance
Pennsylvania
$238K +$238K +920 New
WP
515
Wealthspan Partners
Iowa
$238K +$238K +920 New
PP
516
Patten & Patten
Tennessee
$236K +$236K +915 New
Lido Advisors
517
Lido Advisors
California
$236K +$236K +913 New
AF
518
Allworth Financial
California
$235K +$6.2K +24 +3%
AWM
519
Apollon Wealth Management
South Carolina
$234K +$234K +906 New
OCBCO
520
Oversea-Chinese Banking Corp (OCBC)
Singapore
$234K -$40.3K -156 -15%
HR
521
Hardy Reed
Mississippi
$231K +$231K +895 New
EIG
522
Ellenbecker Investment Group
Wisconsin
$229K +$229K +887 New
DAS
523
Dynamic Advisor Solutions
Arizona
$226K +$226K +924 New
LFP
524
Leeward Financial Partners
Washington
$225K +$225K +871 New
PA
525
Profund Advisors
Maryland
$224K +$224K +867 New
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