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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
SIM
576
Sentry Investment Management
Wisconsin
$92K -$8.56K -38 -10%
SRCM
577
Signature Resources Capital Management
California
$92K +$80.2K +356 New
EWA
578
EverSource Wealth Advisors
Alabama
$91.7K +$225 +1 +0.3%
TFA
579
Toth Financial Advisory
Virginia
$90.4K
GI
580
GAMMA Investing
California
$82.7K +$74.8K +332 New
FFA
581
Fairfield Financial Advisors
Massachusetts
$77.5K
ATC
582
Adirondack Trust Company
New York
$76.8K
TWC
583
TD Waterhouse Canada
Ontario, Canada
$76.8K +$7.89K +35 +15%
PVH
584
Psagot Value Holdings
Israel
$70K +$53.2K +236 +674%
PAS
585
Point72 Asia (Singapore)
Singapore
$68.7K +$59.9K +266 New
PMFA
586
Plante Moran Financial Advisors
Michigan
$67.4K +$1.13K +5 +2%
SIC
587
SJS Investment Consulting
Ohio
$66.9K
T
588
TOBAM
France
$60K -$245K -1,087 -82%
SSB
589
Sandy Spring Bank
Maryland
$59.4K
RBC
590
Roble Belko & Company
Pennsylvania
$52K
NSIM
591
North Star Investment Management
Illinois
$51.7K
NFA
592
Northwest Financial Advisors
Virginia
$51.7K +$45.1K +200 New
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$50.9K +$3.15K +14 +8%
Jones Financial Companies
594
Jones Financial Companies
Missouri
$50.1K +$27.3K +121 +166%
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$50K -$1.8K -8 -4%
PS
596
Principal Securities
Iowa
$49.3K +$43K +191 New
RS
597
Rakuten Securities
Japan
$47.8K +$41.7K +185 New
GWM
598
Geneos Wealth Management
Colorado
$47.3K -$3.83K -17 -9%
TSWM
599
Tyler-Stone Wealth Management
Ohio
$46.5K
RIM
600
Rakuten Investment Management
Japan
$45.3K +$39.4K +175 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.