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Axos Financial
AX

Overview Fund Activity

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
Citadel Advisors
Florida
$9.54M
3
FCM
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
Millennium Management
New York
$22.5M
5
GCM
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
2
EIP
Epoch Investment Partners
New York
$0
3
State Street
State Street
Massachusetts
$101M
4
WA
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$15.6K -$3.79K -100 -20%
PP
227
PrairieView Partners
Minnesota
$15K – – –
FHA
228
First Horizon Advisors
Tennessee
$15K +$2.42K +64 +19%
US Bancorp
229
US Bancorp
Minnesota
$13.7K +$12.5K +330 +1,065%
PA
230
Parallel Advisors
California
$13.6K – – –
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$12.2K -$5.49K -145 -31%
Nomura Asset Management
232
Nomura Asset Management
Japan
$11.7K – – –
AAG
233
Armstrong Advisory Group
Massachusetts
$11.1K – – –
GRP
234
Global Retirement Partners
California
$9.74K – – –
OA
235
Operose Advisors
Wisconsin
$9.16K +$9.16K +242 New
BF
236
BOK Financial
Oklahoma
$8.07K +$3.6K +100 +81%
LFA
237
LGT Financial Advisors
Texas
$7.72K +$7.72K +204 New
AAP
238
Arax Advisory Partners
Colorado
$6.59K – – –
S
239
SignatureFD
Georgia
$6.06K – – –
QCG
240
Quadrant Capital Group
Ohio
$4.85K – – –
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$4.32K – – –
UB
242
UMB Bank
Missouri
$4.01K -$5.41K -143 -57%
CT
243
Colonial Trust
South Carolina
$3.71K +$3.71K +98 New
IA
244
IFP Advisors
Florida
$3.64K – – –
LC
245
Lindbrook Capital
California
$2.99K – – –
WTG
246
West Tower Group
Virginia
$2.08K -$38 -1 -2%
FDCC
247
Foster Dykema Cabot & Co
Massachusetts
$2K – – –
Bessemer Group
248
Bessemer Group
New Jersey
$2K +$738 +24 +59%
SFG
249
Steward Financial Group
Texas
$2K +$2K +54 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$1.82K – – –
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10
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