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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
LFA
601
LGT Financial Advisors
Texas
$44.4K -$4.51K -20 -10%
LC
602
Lindbrook Capital
California
$44.4K +$11.7K +52 +43%
KFI
603
Key Financial Inc
Pennsylvania
$41.1K +$28.2K +125 +368%
LIWM
604
Long Island Wealth Management
New York
$39K +$33.8K +150 New
RCM
605
Raleigh Capital Management
North Carolina
$38.2K -$4.51K -20 -12%
FP
606
Financial Perspectives
Minnesota
$37.7K
HCM
607
Hollencrest Capital Management
California
$33.6K
BWM
608
BKM Wealth Management
Wisconsin
$32.3K +$28.2K +125 New
SAM
609
Smartleaf Asset Management
Massachusetts
$27.1K +$23.7K +105 New
EC
610
EntryPoint Capital
New York
$27.1K +$23.7K +105 New
CBT
611
CoreFirst Bank & Trust
Kansas
$25.8K
GC
612
Gould Capital
Washington
$25.8K
HIA
613
Harbor Investment Advisory
Maryland
$25.8K
WIM
614
Westside Investment Management
California
$25.8K
RDFA
615
Ritter Daniher Financial Advisory
Ohio
$25.8K +$11.3K +50 +100%
IGWM
616
ICA Group Wealth Management
Colorado
$25.8K +$22.5K +100 New
RA
617
Rise Advisors
New York
$24.8K
PFBT
618
Parkside Financial Bank & Trust
Missouri
$24K +$3.83K +17 +22%
LS
619
Livforsakringsbolaget Skandia
Sweden
$24K +$21K +93 New
KFS
620
Kelly Financial Services
Massachusetts
$23.3K
ST
621
Smithfield Trust
Pennsylvania
$23K -$44.4K -197 -69%
TCWA
622
Turtle Creek Wealth Advisors
Texas
$22K +$19.2K +85 New
SWS
623
SYSTM Wealth Solutions
Illinois
$21.7K +$18.9K +84 New
MCM
624
Manchester Capital Management
Vermont
$20.9K
PTC
625
Private Trust Company
Ohio
$20.7K

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.