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AXON

Axon Enterprise
AXON

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: 12 → 16 (+4)

20% more capital invested

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

9% more funds holding

Funds holding: 686 → 750 (+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

Top Buyers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$72.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$59M
4
TCIM
TOMS Capital Investment Management
New York
+$51.6M
5
JP Morgan Chase
JP Morgan Chase
New York
+$46.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$155M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$119M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$77.1M
4
BlackRock
BlackRock
New York
-$44.5M
5
Goldman Sachs
Goldman Sachs
New York
-$43.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Cape Investment Advisory
Georgia
$12.2K – – –
TC
702
Truvestments Capital
Florida
$12.2K +$10.8K +39 New
PWMG
703
Prestige Wealth Management Group
New Jersey
$11.9K – – –
CPG
704
Cornerstone Planning Group
New Jersey
$11.5K – – –
AAG
705
Armstrong Advisory Group
Massachusetts
$11.4K – – –
BLC
706
Brown, Lisle/Cummings
Rhode Island
$11K – – –
CFO
707
CVA Family Office
Colorado
$11K – – –
GI
708
Gradient Investments
Minnesota
$11K – – –
CA
709
Continuum Advisory
Idaho
$9.27K +$8.34K +30 New
GKIM
710
GW&K Investment Management
Massachusetts
$8K -$834 -3 -11%
OAJ
711
Ogorek Anthony Joseph
New York
$8K +$7.78K +28 New
SIC
712
Salem Investment Counselors
North Carolina
$7.82K -$12.5K -45 -64%
HPC
713
HM Payson & Co
Maine
$7.82K – – –
ME
714
McIlrath & Eck
Washington
$6.88K – – –
RFG
715
RFP Financial Group
Georgia
$6.57K – – –
FFO
716
Fortitude Family Office
Arizona
$5.32K – – –
MFG
717
Mendota Financial Group
Wisconsin
$5.32K – – –
ACM
718
Anfield Capital Management
California
$5.32K +$4.72K +17 New
CTC
719
Cetera Trust Company
Minnesota
$5.01K – – –
S
720
Sachetta
Massachusetts
$4.65K – – –
MCM
721
MV Capital Management
Maryland
$4.38K +$278 +1 +8%
NRG
722
Nemes Rush Group
Michigan
$4.07K +$3.61K +13 New
VNA
723
Valley National Advisers
Pennsylvania
$4K +$278 +1 +8%
CA
724
Crewe Advisors
Utah
$3.75K +$3.33K +12 New
MAM
725
Meeder Asset Management
Ohio
$3.75K +$3.33K +12 New
27 28
29
30 31

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.