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AZIO

Azio AI Holdings

20 hedge funds and large institutions have $1.71M invested in Azio AI Holdings in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.06% less ownership

Funds ownership: 0.61%0.55% (-0.06%)

13% less funds holding

Funds holding: 2320 (-3)

31% less capital invested

Capital invested by funds: $2.48M → $1.71M (-$771K)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
3
Closed
5
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$927K +$29.5K +1,517 +3%
BlackRock
2
BlackRock
New York
$307K -$2.63K -135 -0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$236K +$28.3K +1,455 +13%
FHA
4
Flagship Harbor Advisors
Massachusetts
$74.2K
CPRC
5
Consolidated Portfolio Review Corp
New York
$44.9K
CA
6
Crewe Advisors
Utah
$28.1K
CSC
7
Caldwell Sutter Capital
California
$24.9K
Northern Trust
8
Northern Trust
Illinois
$24.2K
IFAM
9
Institutional & Family Asset Management
Colorado
$18.1K
IA
10
IFP Advisors
Florida
$9.07K
AF
11
Allworth Financial
California
$4.55K
CA
12
CoreCap Advisors
Michigan
$3.82K +$3.89K +200 New
Simplex Trading
13
Simplex Trading
Illinois
$2K -$1.13K -58 -34%
AP
14
Atwood & Palmer
Missouri
$1.24K
TRCT
15
Tower Research Capital (TRC)
New York
$1.06K -$447 -23 -29%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$411
Bank of America
17
Bank of America
North Carolina
$218 +$214 +11 New
Morgan Stanley
18
Morgan Stanley
New York
$115
JP Morgan Chase
19
JP Morgan Chase
New York
$78
DCM
20
Davis Capital Management
Florida
$6
PI
21
PFG Investments
New York
-$63.5K -2,350 Closed
Stifel Financial
22
Stifel Financial
Missouri
-$48.6K -1,800 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$23.3K -1,199 Closed
Wells Fargo
24
Wells Fargo
California
-$265 -10 Closed
PA
25
Parallel Advisors
California
-$135 -5 Closed