AX icon

Axos Financial

245 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
74
Reduced
82
Closed
25
Calls
$3.03M
Puts
$620K
Net Calls
+$2.41M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$6K
Group One Trading
227
Group One Trading
Illinois
$6K +$6K +100 New
UB
228
UMB Bank
Missouri
$6K +$6K +106 New
TFO
229
Tarbox Family Office
California
$5K
ST
230
Sageworth Trust
Pennsylvania
$4K -$13.3K -223 -77%
LC
231
Lindbrook Capital
California
$4K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +72 New
T
233
TOBAM
France
$3K +$3K +52 New
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$2K
MFAM
235
Motley Fool Asset Management
Virginia
$2K +$2K +28 New
CA
236
CoreCap Advisors
Michigan
$2K +$2K +31 New
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.59K -$7 -119 -0.4%
BIA
238
Bell Investment Advisors
California
$1K
GI
239
Gradient Investments
Minnesota
$1K
CWA
240
Clearview Wealth Advisors
Oregon
$1K
SC
241
Schubert & Co
Texas
$1K +$1K +12 New
C
242
Covestor
United Kingdom
$1K +$1K +17 New
LWA
243
Lenox Wealth Advisors
New York
$1K +$1K +20 New
JWA
244
JFS Wealth Advisors
Pennsylvania
$1K +$1K +21 New
BCM
245
Basswood Capital Management
New York
-$9.17M -177,838 Closed
BGIM
246
Brandywine Global Investment Management
Pennsylvania
-$8.03M -155,820 Closed
TG
247
TCW Group
California
-$4.73K -91,800 Closed
Jennison Associates
248
Jennison Associates
New York
-$2.22M -43,082 Closed
SFI
249
Susquehanna Fundamental Investments
Pennsylvania
-$864K -16,755 Closed
PRCP
250
Pacific Ridge Capital Partners
Oregon
-$724K -14,050 Closed