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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
RIM
651
Rockbridge Investment Management
New York
$6.46K +$5.63K +25 New
FFA
652
Farther Finance Advisors
California
$5.94K +$4.28K +19 +475%
ME
653
McIlrath & Eck
Washington
$5.68K
RFG
654
RFP Financial Group
Georgia
$5.42K
GWS
655
Glassman Wealth Services
Virginia
$4.91K -$6.08K -27 -59%
S
656
Sachetta
Massachusetts
$4.65K +$4.06K +18 New
FFO
657
Fortitude Family Office
Arizona
$4.39K +$3.83K +17 New
MFG
658
Mendota Financial Group
Wisconsin
$4.39K +$3.83K +17 New
CTC
659
Cetera Trust Company
Minnesota
$4.13K +$3.61K +16 New
WTA
660
Washington Trust Advisors
Massachusetts
$3.88K
LF
661
Lee Financial
Texas
$3.36K
MCM
662
MV Capital Management
Maryland
$3.36K
VAG
663
VisionPoint Advisory Group
Texas
$3.1K -$1.35K -6 -33%
VNA
664
Valley National Advisers
Pennsylvania
$3K
JWA
665
JFS Wealth Advisors
Pennsylvania
$2.84K +$901 +4 +57%
CSC
666
Caldwell Sutter Capital
California
$2.84K +$2.48K +11 New
AWM
667
Abound Wealth Management
Tennessee
$2.58K +$2.25K +10 New
MRCM
668
M&R Capital Management
New Jersey
$2.58K
MSWM
669
McGlone Suttner Wealth Management
Wisconsin
$2.02K +$1.8K +8 New
BAM
670
Bellevue Asset Management
Washington
$1.55K
AF
671
Advisornet Financial
Minnesota
$1.29K
RWPA
672
Richard W. Paul & Associates
Michigan
$1.29K
FBC
673
Fairfield, Bush & Co
Connecticut
$1.29K +$1.13K +5 New
RFG
674
REAP Financial Group
Texas
$1.29K +$1.13K +5 New
QC
675
Quent Capital
New York
$1.03K

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.