We are live on ! Find out more
AXON

Axon Enterprise

686 hedge funds and large institutions have $15.5B invested in Axon Enterprise in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 39

32% more capital invested

Capital invested by funds: $11.7B → $15.5B (+$3.79B)

16% more funds holding

Funds holding: 590686 (+96)

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

1.54% more ownership

Funds ownership: 78.66%80.2% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

10% less call options, than puts

Call options by funds: $359M | Put options by funds: $398M

Holders
686
Holders Change
+96
Holders Change %
+16.27%
% of All Funds
10%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
141
Increased
238
Reduced
215
Closed
39
Calls
$359M
Puts
$398M
Net Calls
-$38.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$7.69M +$1.12M +4,975 +20%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.62M +$258K +1,143 +4%
AACP
153
Advantage Alpha Capital Partners
California
$7.54M -$3.28M -14,556 -33%
Rafferty Asset Management
154
Rafferty Asset Management
New York
$7.4M +$477K +2,116 +8%
Asset Management One
155
Asset Management One
Japan
$7.31M -$185K -823 -3%
EGM
156
Engineers Gate Manager
New York
$7.11M -$234K -1,040 -4%
RG
157
Rathbones Group
United Kingdom
$7.08M +$271K +1,204 +5%
AT
158
AMF Tjänstepension
Sweden
$7M +$6.11M +27,108 New
GWM
159
Greenwich Wealth Management
Connecticut
$6.99M -$21.2K -94 -0.3%
AB
160
Amalgamated Bank
New York
$6.77M -$306K -1,360 -5%
AAM
161
Advisors Asset Management
Colorado
$6.76M +$1.69M +7,503 +40%
FAM
162
Fred Alger Management
New York
$6.44M +$5.63K +25 +0.1%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$6.4M +$782K +3,468 +16%
GAM
164
Gotham Asset Management
New York
$6.32M -$4.21M -18,679 -43%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$6.09M +$278K +1,233 +6%
Osaic Holdings
166
Osaic Holdings
Arizona
$5.99M -$2.16M -9,581 -29%
UIA
167
Ulland Investment Advisors
Minnesota
$5.7M -$105K -467 -2%
JF
168
Jump Financial
Illinois
$5.5M -$445K -1,976 -8%
Stifel Financial
169
Stifel Financial
Missouri
$5.44M -$206K -916 -4%
IFWM
170
Institute for Wealth Management
Colorado
$5.36M -$31.3K -139 -0.7%
AWP
171
Ascent Wealth Partners
New York
$5.34M +$90.6K +402 +2%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$5.31M +$4.63M +20,567 New
Calamos Advisors
173
Calamos Advisors
Illinois
$5.31M +$3.38M +14,982 +270%
CII
174
Capital International Inc
California
$5.25M +$560K +2,484 +14%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$5.24M -$844K -3,746 -15%

AXON Hedge Fund Activity: Q4 2023 in Review

686 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q4 2023, worth a combined $15.5B — up 32% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AXON positions and 39 closed out — a net gain of 102 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $175M. The largest seller was Capital International Investors, cutting an estimated $83.3M.

  • 686 institutional investors held Axon Enterprise (AXON) as of Q4 2023, up from 590 in Q3 2023.
  • Funds reported $15.5B of Axon Enterprise stock for Q4 2023, up 32% quarter-over-quarter.
  • 141 funds opened new Axon Enterprise positions in Q4 2023 and 39 closed out, a net change of +102 holders.
  • The largest Axon Enterprise buyer in Q4 2023 was Morgan Stanley, an estimated $175M added.
  • The largest Axon Enterprise seller in Q4 2023 was Capital International Investors, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2023.