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AZIO

Azio AI Holdings

23 hedge funds and large institutions have $2.48M invested in Azio AI Holdings in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $1.16M → $2.48M (+$1.32M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2123 (+2)

0.04% more ownership

Funds ownership: 0.56%0.61% (+0.04%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
4
Closed
3
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27M +$23.7K +1,154 +3%
BlackRock
2
BlackRock
New York
$437K -$1.15K -56 -0.3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$295K
FHA
4
Flagship Harbor Advisors
Massachusetts
$105K +$9.07K +441 +13%
CPRC
5
Consolidated Portfolio Review Corp
New York
$63.5K
PI
6
PFG Investments
New York
$63.5K +$48.3K +2,350 New
Stifel Financial
7
Stifel Financial
Missouri
$48.6K +$37K +1,800 New
CA
8
Crewe Advisors
Utah
$39.7K
CSC
9
Caldwell Sutter Capital
California
$35.2K
Northern Trust
10
Northern Trust
Illinois
$34.2K
Citadel Advisors
11
Citadel Advisors
Florida
$32.4K -$5.97K -290 -19%
IFAM
12
Institutional & Family Asset Management
Colorado
$25.6K +$19.5K +950 New
IA
13
IFP Advisors
Florida
$12.8K +$9.77K +475 New
AF
14
Allworth Financial
California
$6.88K
Simplex Trading
15
Simplex Trading
Illinois
$4K +$3.48K +169 +4,225%
TRCT
16
Tower Research Capital (TRC)
New York
$2.13K -$9.4K -457 -85%
AP
17
Atwood & Palmer
Missouri
$1.75K
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$477
Wells Fargo
19
Wells Fargo
California
$265
Morgan Stanley
20
Morgan Stanley
New York
$162 -$123 -6 -50%
PA
21
Parallel Advisors
California
$135 +$103 +5 New
JP Morgan Chase
22
JP Morgan Chase
New York
$100 +$21 +1 +33%
DCM
23
Davis Capital Management
Florida
$9
Bank of America
24
Bank of America
North Carolina
$8 -$41 -2 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$397 -30 Closed