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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
BIA
626
Bell Investment Advisors
California
$18.3K +$1.35K +6 +9%
SIC
627
Salem Investment Counselors
North Carolina
$18.1K
PCMC
628
Planning Capital Management Corporation
Pennsylvania
$17.1K +$14.9K +66 New
AWM
629
Atticus Wealth Management
Florida
$12.9K
CHA
630
Carmichael Hill & Associates
Maryland
$12.9K
CFD
631
Creative Financial Designs
Indiana
$12.9K +$11.3K +50 New
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.1K +$10.6K +47 New
PCA
633
Providence Capital Advisors
North Carolina
$12.1K +$10.6K +47 New
AAG
634
Armstrong Advisory Group
Massachusetts
$11.4K
RIL
635
Rothschild Investment LLC
Illinois
$11.4K +$9.91K +44 New
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$11.1K -$676 -3 -7%
BTI
637
Blue Trust Inc
Georgia
$11K +$8.34K +37 +195%
BAM
638
Byrne Asset Management
New Jersey
$10.4K
CFB
639
Cullen/Frost Bankers
Texas
$10.3K +$9.01K +40 New
CIA
640
Cape Investment Advisory
Georgia
$10.1K
PWMG
641
Prestige Wealth Management Group
New Jersey
$9.82K
CPG
642
Cornerstone Planning Group
New Jersey
$9.3K
GI
643
Gradient Investments
Minnesota
$9.04K
BLC
644
Brown, Lisle/Cummings
Rhode Island
$9.04K +$7.89K +35 New
CFO
645
CVA Family Office
Colorado
$9.04K +$7.89K +35 New
BL
646
BFSG LLC
California
$7.75K +$6.76K +30 New
TVAMP
647
Tennessee Valley Asset Management Partners
Tennessee
$7.49K +$6.54K +29 New
GKIM
648
GW&K Investment Management
Massachusetts
$7K +$5.18K +23 +575%
CTA
649
Colonial Trust Advisors
South Carolina
$6.97K +$6.08K +27 New
HPC
650
HM Payson & Co
Maine
$6.46K

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.