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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
226
Armstrong Advisory Group
Massachusetts
$10.8K – – –
MIM
227
Macroview Investment Management
Maryland
$10.8K +$10.8K +292 New
GRP
228
Global Retirement Partners
California
$10.1K -$306 -8 -3%
AAP
229
Arax Advisory Partners
Colorado
$6.43K – – –
S
230
SignatureFD
Georgia
$5.91K – – –
FGAM
231
Financial Gravity Asset Management
Texas
$5.79K -$156 -1 -3%
QCG
232
Quadrant Capital Group
Ohio
$5.69K +$1.85K +50 +48%
BF
233
BOK Financial
Oklahoma
$4.58K +$4.58K +124 New
UB
234
UMB Bank
Missouri
$3.91K – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$3.88K +$185 +5 +5%
IA
236
IFP Advisors
Florida
$3.41K -$93.1K -2,624 -96%
LC
237
Lindbrook Capital
California
$2.92K – – –
JWA
238
JFS Wealth Advisors
Pennsylvania
$2.07K -$148 -4 -7%
FDCC
239
Foster Dykema Cabot & Co
Massachusetts
$2K +$2K +59 New
AAS
240
Ameritas Advisory Services
Nebraska
$1.75K +$1.75K +47 New
EI
241
Ellevest Inc
New York
$1.62K +$1.62K +44 New
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.44K – – –
SC
243
Schubert & Co
Texas
$1.44K +$37 +1 +3%
SFG
244
Steward Financial Group
Texas
$1K +$290 +9 +41%
BTI
245
Blue Trust Inc
Georgia
$1K +$1K +16 New
GI
246
Gradient Investments
Minnesota
$886 – – –
CTC
247
Central Trust Company
Missouri
$702 – – –
DI
248
Disciplined Investments
Oklahoma
$517 – – –
SIC
249
SJS Investment Consulting
Ohio
$444 -$185 -5 -29%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$437 -$4.37K -120 -91%
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