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AXON

Axon Enterprise

762 hedge funds and large institutions have $17.7B invested in Axon Enterprise in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 327 increasing their positions, 218 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 218

28% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 74

2% more funds holding

Funds holding: 750762 (+12)

0.5% more ownership

Funds ownership: 79.29%79.79% (+0.5%)

5% less call options, than puts

Call options by funds: $343M | Put options by funds: $362M

5% less capital invested

Capital invested by funds: $18.7B → $17.7B (-$947M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
762
Holders Change
+12
Holders Change %
+1.6%
% of All Funds
11.01%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
95
Increased
327
Reduced
218
Closed
74
Calls
$343M
Puts
$362M
Net Calls
-$18.4M
Net Calls Change
-$52.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Congress Wealth Management
Massachusetts
-$304K -972 Closed
CF
802
Copperwynd Financial
Arizona
-$249K -797 Closed
FHC
803
First Heartland Consultants
Missouri
-$241K -769 Closed
PCIA
804
Prime Capital Investment Advisors
Kansas
-$234K -749 Closed
SP
805
Symmetry Partners
Connecticut
-$234K -747 Closed
PPP
806
Private Portfolio Partners
New Jersey
-$231K -738 Closed
CL
807
Choreo LLC
Illinois
-$226K -722 Closed
LNC
808
Lincoln National Corp
Pennsylvania
-$226K -722 Closed
AC
809
AXQ Capital
New Jersey
-$219K -700 Closed
BC
810
Bridgefront Capital
Texas
-$217K -692 Closed
BP
811
Ballentine Partners
Massachusetts
-$216K -689 Closed
JSL
812
JT Stratford LLC
Georgia
-$212K -679 Closed
HWMC
813
Heritage Wealth Management (California)
California
-$211K -674 Closed
SFG
814
SevenBridge Financial Group
Pennsylvania
-$213K -669 Closed
RFC
815
Regions Financial Corp
Alabama
-$208K -666 Closed
PWP
816
Perfromance Wealth Partners
Illinois
-$208K -665 Closed
MAM
817
Martingale Asset Management
Massachusetts
-$207K -660 Closed
IF
818
Insight Folios
North Carolina
-$206K -659 Closed
Wealthfront Advisers
819
Wealthfront Advisers
California
-$205K -656 Closed
EAM
820
Empirical Asset Management
Massachusetts
-$200K -640 Closed
AIM
821
Anchor Investment Management
South Carolina
-$172K -550 Closed
QL
822
Quarry LP
New York
-$40.4K -129 Closed
UFF
823
USA Financial Formulas
Michigan
-$38.8K -124 Closed
CBT
824
CoreFirst Bank & Trust
Kansas
-$31.3K -100 Closed
AAG
825
Armstrong Advisory Group
Massachusetts
-$11.4K -44 Closed

AXON Hedge Fund Activity: Q2 2024 in Review

762 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q2 2024, worth a combined $17.7B — down 5.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AXON positions and 74 closed out — a net gain of 21 holders — while 327 added to existing stakes and 218 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $113M. The largest seller was Capital International Investors, cutting an estimated $223M.

  • 762 institutional investors held Axon Enterprise (AXON) as of Q2 2024, up from 750 in Q1 2024.
  • Funds reported $17.7B of Axon Enterprise stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 95 funds opened new Axon Enterprise positions in Q2 2024 and 74 closed out, a net change of +21 holders.
  • The largest Axon Enterprise buyer in Q2 2024 was Champlain Investment Partners, an estimated $113M added.
  • The largest Axon Enterprise seller in Q2 2024 was Capital International Investors, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2024.