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AXON

Axon Enterprise

750 hedge funds and large institutions have $18.7B invested in Axon Enterprise in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 266 increasing their positions, 247 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

20% more capital invested

Capital invested by funds: $15.5B → $18.7B (+$3.15B)

9% more funds holding

Funds holding: 686750 (+64)

8% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 247

7% more call options, than puts

Call options by funds: $505M | Put options by funds: $471M

0.91% less ownership

Funds ownership: 80.2%79.29% (-0.91%)

Holders
750
Holders Change
+64
Holders Change %
+9.33%
% of All Funds
10.8%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
129
Increased
266
Reduced
247
Closed
55
Calls
$505M
Puts
$471M
Net Calls
+$33.9M
Net Calls Change
+$72.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
651
Westside Investment Management
California
$84.2K +$47.2K +170 +170%
EWA
652
EverSource Wealth Advisors
Alabama
$81.9K -$26.1K -94 -26%
SIC
653
SJS Investment Consulting
Ohio
$79.2K -$1.67K -6 -2%
ATC
654
Adirondack Trust Company
New York
$78.2K
PMFA
655
Plante Moran Financial Advisors
Michigan
$75.1K -$5.84K -21 -8%
SSB
656
Sandy Spring Bank
Maryland
$72K
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$70.7K +$8.06K +29 +15%
RS
658
Rakuten Securities
Japan
$65.4K +$6.67K +24 +13%
VC
659
Vestor Capital
Illinois
$64K +$57K +205 New
RBC
660
Roble Belko & Company
Pennsylvania
$63K
NSIM
661
North Star Investment Management
Illinois
$62.6K
PS
662
Principal Securities
Iowa
$62K +$1.95K +7 +4%
LC
663
Lindbrook Capital
California
$62K +$7.23K +26 +15%
GWM
664
Geneos Wealth Management
Colorado
$57.3K
TSWM
665
Tyler-Stone Wealth Management
Ohio
$56.3K
LFA
666
LGT Financial Advisors
Texas
$53.8K
KFI
667
Key Financial Inc
Pennsylvania
$49.7K
GM
668
GeoWealth Management
Illinois
$48.2K +$42.8K +154 New
IGWM
669
ICA Group Wealth Management
Colorado
$46.9K +$13.9K +50 +50%
FP
670
Financial Perspectives
Minnesota
$45.7K
RA
671
Rise Advisors
New York
$44.7K +$13.1K +47 +49%
HCM
672
Hollencrest Capital Management
California
$44.1K +$3.06K +11 +8%
BBPWM
673
Blue Bell Private Wealth Management
Pennsylvania
$41.3K +$36.7K +132 New
RDFA
674
Ritter Daniher Financial Advisory
Ohio
$40.7K +$8.34K +30 +30%
QL
675
Quarry LP
New York
$40.4K +$35.9K +129 New

AXON Hedge Fund Activity: Q1 2024 in Review

750 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q1 2024, worth a combined $18.7B — up 20% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AXON positions and 55 closed out — a net gain of 74 holders — while 266 added to existing stakes and 247 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $72.5M. The largest seller was Morgan Stanley, cutting an estimated $155M.

  • 750 institutional investors held Axon Enterprise (AXON) as of Q1 2024, up from 686 in Q4 2023.
  • Funds reported $18.7B of Axon Enterprise stock for Q1 2024, up 20% quarter-over-quarter.
  • 129 funds opened new Axon Enterprise positions in Q1 2024 and 55 closed out, a net change of +74 holders.
  • The largest Axon Enterprise buyer in Q1 2024 was 1832 Asset Management, an estimated $72.5M added.
  • The largest Axon Enterprise seller in Q1 2024 was Morgan Stanley, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2024.