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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 %
RFG
651
RFP Financial Group
Georgia
$5.43K – – –
GWS
652
Glassman Wealth Services
Virginia
$4.91K -$6.98K -27 -59%
S
653
Sachetta
Massachusetts
$4.65K +$4.65K +18 New
MFG
654
Mendota Financial Group
Wisconsin
$4.39K +$4.39K +17 New
FFO
655
Fortitude Family Office
Arizona
$4.39K +$4.39K +17 New
CTC
656
Cetera Trust Company
Minnesota
$4.13K +$4.13K +16 New
WTA
657
Washington Trust Advisors
Massachusetts
$3.88K – – –
LF
658
Lee Financial
Texas
$3.36K – – –
MCM
659
MV Capital Management
Maryland
$3.36K – – –
VAG
660
VisionPoint Advisory Group
Texas
$3.1K -$1.55K -6 -33%
VNA
661
Valley National Advisers
Pennsylvania
$3K – – –
JWA
662
JFS Wealth Advisors
Pennsylvania
$2.84K +$1.03K +4 +57%
CSC
663
Caldwell Sutter Capital
California
$2.84K +$2.84K +11 New
AWM
664
Abound Wealth Management
Tennessee
$2.58K +$2.58K +10 New
MRCM
665
M&R Capital Management
New Jersey
$2.58K – – –
MSWM
666
McGlone Suttner Wealth Management
Wisconsin
$2.02K +$2.02K +8 New
BAM
667
Bellevue Asset Management
Washington
$1.55K – – –
AF
668
Advisornet Financial
Minnesota
$1.29K – – –
RWPA
669
Richard W. Paul & Associates
Michigan
$1.29K – – –
FBC
670
Fairfield, Bush & Co
Connecticut
$1.29K +$1.29K +5 New
RFG
671
REAP Financial Group
Texas
$1.29K +$1.29K +5 New
QC
672
Quent Capital
New York
$1.03K – – –
DPW
673
DiNuzzo Private Wealth
Pennsylvania
$775 +$775 +3 New
M
674
MOTCO
Texas
$517 – – –
ZB
675
Zions Bancorporation
Utah
$517 – – –
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