AX icon

Axos Financial

260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+4
Holders Change %
+1.56%
% 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
37
Increased
78
Reduced
104
Closed
33
Calls
$7.65M
Puts
$32.6M
Net Calls
-$24.9M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
226
Fisher Asset Management
Washington
$14K +$14K +355 New
FHA
227
First Horizon Advisors
Tennessee
$13.1K
Nomura Asset Management
228
Nomura Asset Management
Japan
$12.2K
AAG
229
Armstrong Advisory Group
Massachusetts
$11.5K
MIM
230
Macroview Investment Management
Maryland
$11.2K -$316 -8 -3%
GRP
231
Global Retirement Partners
California
$10.5K
BTI
232
Blue Trust Inc
Georgia
$10K +$9.38K +240 +1,500%
UB
233
UMB Bank
Missouri
$9.82K +$5.64K +143 +135%
AAP
234
Arax Advisory Partners
Colorado
$6.86K
S
235
SignatureFD
Georgia
$6.31K
QCG
236
Quadrant Capital Group
Ohio
$5.05K -$1.03K -26 -17%
SF
237
Safeguard Financial
Wisconsin
$5K +$5K +128 New
BF
238
BOK Financial
Oklahoma
$4.89K
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$4.5K +$4.5K +114 New
IA
240
IFP Advisors
Florida
$3.79K
LC
241
Lindbrook Capital
California
$3.12K
BIA
242
Bell Investment Advisors
California
$2.72K +$2.72K +69 New
WTG
243
West Tower Group
Virginia
$2.21K +$2.21K +56 New
FDCC
244
Foster Dykema Cabot & Co
Massachusetts
$2K
Bessemer Group
245
Bessemer Group
New Jersey
$2K +$2K +41 New
FCAG
246
First Capital Advisors Group
New Jersey
$1.97K +$1.97K +50 New
FGAM
247
Financial Gravity Asset Management
Texas
$1.91K +$98 +2 +5%
JWA
248
JFS Wealth Advisors
Pennsylvania
$1.89K -$316 -8 -14%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$1.54K
US Bancorp
250
US Bancorp
Minnesota
$1.22K -$54.2K -1,373 -98%