AX icon

Axos Financial
AX

Overview Fund Activity

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
$12M
2
Millennium Management
Millennium Management
New York
$21.3M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$66M
5
FAM
Fred Alger Management
New York
$40.2M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$13.9M
2
WA
Wasatch Advisors
Utah
$47M
3
State Street
State Street
Massachusetts
$71.2M
4
OCM
Orchard Capital Management
Illinois
$10.7M
5
RHJA
Rice Hall James & Associates
California
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
226
Financial Gravity Asset Management
Texas
$5.61K -$923 -112 -14%
S
227
SignatureFD
Georgia
$5K – – –
T
228
TOBAM
France
$5K +$5K +138 New
TWC
229
TD Waterhouse Canada
Ontario, Canada
$4.6K +$321 +9 +8%
UB
230
UMB Bank
Missouri
$4K – – –
TC
231
Truvestments Capital
Florida
$4K – – –
TCCM
232
Timber Creek Capital Management
Massachusetts
$3K – – –
LC
233
Lindbrook Capital
California
$3K – – –
MAM
234
Meeder Asset Management
Ohio
$2K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$2K +$302 +8 +18%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$1.86K +$1.61K +34,698 +642%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$1K -$15.8K -506 -94%
WT
238
Whittier Trust
California
$1K – – –
CTC
239
Central Trust Company
Missouri
$1K – – –
GI
240
Gradient Investments
Minnesota
$1K – – –
SC
241
Schubert & Co
Texas
$1K +$279 +12 +39%
1832 Asset Management
242
1832 Asset Management
Ontario, Canada
$1K +$1K +24 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +29 New
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +35 New
TAM
245
Tucker Asset Management
Colorado
$429 +$429 +11 New
Marshall Wace
246
Marshall Wace
United Kingdom
– -$2.55M -71,195 Closed
Jacobs Levy Equity Management
247
Jacobs Levy Equity Management
New Jersey
– -$728K -20,297 Closed
CCIA
248
Campbell & Co Investment Adviser
Maryland
– -$642K -17,917 Closed
AIM
249
Aigen Investment Management
New York
– -$524K -14,618 Closed
SG Americas Securities
250
SG Americas Securities
New York
– -$494K -13,792 Closed
7 8 9
10
11