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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
$367M
2
BlackRock
BlackRock
New York
$2.15B
3
CIP
Champlain Investment Partners
Vermont
$57M
4
ZIG
Zurich Insurance Group
Switzerland
$51.8M
5
Franklin Resources
Franklin Resources
California
$488M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$642M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$261M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$464M
4
GIM
Granahan Investment Management
Massachusetts
$102M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIWM
601
Long Island Wealth Management
New York
$39K +$39K +150 New
RCM
602
Raleigh Capital Management
North Carolina
$38.2K -$5.17K -20 -12%
FP
603
Financial Perspectives
Minnesota
$37.7K – – –
HCM
604
Hollencrest Capital Management
California
$33.6K – – –
BWM
605
BKM Wealth Management
Wisconsin
$32.3K +$32.3K +125 New
SAM
606
Smartleaf Asset Management
Massachusetts
$27.1K +$27.1K +105 New
EC
607
EntryPoint Capital
New York
$27.1K +$27.1K +105 New
HIA
608
Harbor Investment Advisory
Maryland
$25.8K – – –
WIM
609
Westside Investment Management
California
$25.8K – – –
CBT
610
CoreFirst Bank & Trust
Kansas
$25.8K – – –
GC
611
Gould Capital
Washington
$25.8K – – –
RDFA
612
Ritter Daniher Financial Advisory
Ohio
$25.8K +$12.9K +50 +100%
IGWM
613
ICA Group Wealth Management
Colorado
$25.8K +$25.8K +100 New
RA
614
Rise Advisors
New York
$24.8K – – –
PFBT
615
Parkside Financial Bank & Trust
Missouri
$24K +$4.39K +17 +22%
LS
616
Livforsakringsbolaget Skandia
Sweden
$24K +$24K +93 New
KFS
617
Kelly Financial Services
Massachusetts
$23.3K – – –
ST
618
Smithfield Trust
Pennsylvania
$23K -$51.5K -197 -69%
TCWA
619
Turtle Creek Wealth Advisors
Texas
$22K +$22K +85 New
SWS
620
SYSTM Wealth Solutions
Illinois
$21.7K +$21.7K +84 New
MCM
621
Manchester Capital Management
Vermont
$20.9K – – –
PTC
622
Private Trust Company
Ohio
$20.7K – – –
BIA
623
Bell Investment Advisors
California
$18.3K +$1.55K +6 +9%
SIC
624
Salem Investment Counselors
North Carolina
$18.1K – – –
PCMC
625
Planning Capital Management Corporation
Pennsylvania
$17.1K +$17.1K +66 New
23 24
25
26 27