Axon Enterprise
AXON
1,118 hedge funds and large institutions have $40.3B invested in Axon Enterprise in 2026 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 470 increasing their positions, 322 reducing their positions, and 112 closing their positions.
77% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 112
46% more repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 322
38% more capital invested
Capital invested by funds: $29.2B → $40.3B (+$11.2B)
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
6% more funds holding
Funds holding: 1,051 → 1,118 (+67)
4.1% more ownership
Funds ownership: 85.39% → 89.49% (+4.1%)
22% less call options, than puts
Call options by funds: $1.19B | Put options by funds: $1.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$453M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$263M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$251M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$211M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$378M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$332M |
| 3 |
Jennison Associates
New York
|
-$311M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$145M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$132M |
AXON Hedge Fund Activity: Q2 2026 in Review
1,118 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q2 2026, worth a combined $40.3B — up 38% from $29.2B a quarter earlier.
Buyers outnumbered sellers: 198 funds opened new AXON positions and 112 closed out — a net gain of 86 holders — while 470 added to existing stakes and 322 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $453M. The largest seller was Edgewood Management, cutting an estimated $378M.
- 1,118 institutional investors held Axon Enterprise (AXON) as of Q2 2026, up from 1,051 in Q1 2026.
- Funds reported $40.3B of Axon Enterprise stock for Q2 2026, up 38% quarter-over-quarter.
- 198 funds opened new Axon Enterprise positions in Q2 2026 and 112 closed out, a net change of +86 holders.
- The largest Axon Enterprise buyer in Q2 2026 was T. Rowe Price Associates, an estimated $453M added.
- The largest Axon Enterprise seller in Q2 2026 was Edgewood Management, an estimated $378M sold.
Based on aggregated 13F filings for Q2 2026.