We are live on ! Find out more
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
AP
551
Atwood & Palmer
Missouri
$181K
ASN
552
Advisory Services Network
Georgia
$180K +$157K +695 New
IA
553
IFP Advisors
Florida
$168K +$7.44K +33 +5%
LSA
554
Leonteq Securities AG
Switzerland
$162K -$487K -2,161 -77%
Northwestern Mutual Wealth Management
555
Northwestern Mutual Wealth Management
Wisconsin
$162K +$11.7K +52 +9%
PA
556
Parallel Advisors
California
$157K +$4.73K +21 +4%
ITFISA
557
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$151K +$132K +585 New
WT
558
Washington Trust
Rhode Island
$151K
CSB
559
City State Bank
Iowa
$150K
SWM
560
Sugarloaf Wealth Management
Georgia
$143K
AIM
561
Anchor Investment Management
South Carolina
$142K
BWP
562
Baldwin Wealth Partners
Massachusetts
$142K
S
563
SignatureFD
Georgia
$132K +$8.11K +36 +8%
VWM
564
Venturi Wealth Management
Texas
$132K +$113K +500 +4,545%
FWA
565
FSC Wealth Advisors
New York
$129K
CA
566
Clearstead Advisors
Ohio
$118K -$95.8K -425 -48%
UB
567
UMB Bank
Missouri
$115K +$9.91K +44 +11%
DGAM
568
Desjardins Global Asset Management
Quebec, Canada
$113K +$1.13K +5 +1%
PWMG
569
Provence Wealth Management Group
California
$103K
TWM
570
Tradition Wealth Management
Minnesota
$103K
TFGT
571
TS Financial Group (TSFG)
Illinois
$103K
AIC
572
Archer Investment Corporation
Indiana
$99.2K
HFS
573
Hantz Financial Services
Michigan
$98K -$22.5K -100 -21%
C
574
Covestor
United Kingdom
$97K -$43K -191 -34%
HI
575
Harbour Investments
Wisconsin
$95.3K +$16.7K +74 +25%

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.