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AXON

Axon Enterprise

861 hedge funds and large institutions have $24.4B invested in Axon Enterprise in 2024 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 319 increasing their positions, 273 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 48

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

38% more capital invested

Capital invested by funds: $17.7B → $24.4B (+$6.71B)

17% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 273

13% more funds holding

Funds holding: 762861 (+99)

0.85% more ownership

Funds ownership: 79.79%80.64% (+0.85%)

6% less call options, than puts

Call options by funds: $518M | Put options by funds: $554M

Holders
861
Holders Change
+99
Holders Change %
+12.99%
% of All Funds
12.36%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.33%
New
151
Increased
319
Reduced
273
Closed
48
Calls
$518M
Puts
$554M
Net Calls
-$35.8M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
701
Washington Trust
Rhode Island
$233K
FCP
702
Fidelis Capital Partners
Florida
$232K +$181K +524 New
CSB
703
City State Bank
Iowa
$232K
MIM
704
Martin Investment Management
Florida
$232K +$200K +580 New
TWM
705
TCFG Wealth Management
California
$230K +$199K +576 New
KFA
706
Kapstone Financial Advisors
Ohio
$227K +$198K +574 New
HI
707
Harbour Investments
Wisconsin
$223K +$2.76K +8 +1%
Kovitz Investment Group Partners
708
Kovitz Investment Group Partners
Illinois
$221K +$283K +821 New
4WM
709
44 Wealth Management
Oregon
$221K +$172K +500 New
SWM
710
Sugarloaf Wealth Management
Georgia
$221K
FIA
711
Foundations Investment Advisors
Arizona
$221K +$190K +552 New
CA
712
Clearstead Advisors
Ohio
$220K -$13.8K -40 -7%
HH
713
Hilltop Holdings
Texas
$220K +$190K +551 New
BWP
714
Baldwin Wealth Partners
Massachusetts
$220K
NFSG
715
Newbridge Financial Services Group
Florida
$219K +$6.89K +20 +4%
HNB
716
Hilltop National Bank
Wyoming
$217K -$42.4K -123 -18%
FMN
717
Financial Management Network
California
$211K +$172K +500 New
SEIA
718
Signature Estate & Investment Advisors
California
$210K +$181K +525 New
PP
719
Patron Partners
Texas
$209K +$181K +524 New
LSIA
720
LaSalle St. Investment Advisors
Illinois
$209K +$181K +525 New
PTC
721
Petrus Trust Company
Texas
$206K -$238K -689 -57%
CT
722
Caldwell Trust
Florida
$205K +$167K +485 +1,672%
BAM
723
Belpointe Asset Management
Nevada
$205K +$176K +511 +25,550%
RP
724
Rice Partnership
Hawaii
$201K +$173K +502 New
RWM
725
Ritholtz Wealth Management
New York
$201K +$173K +502 New