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Axos Financial

302 hedge funds and large institutions have $2.74B invested in Axos Financial in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 75 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+41
Holders Change %
+15.71%
% of All Funds
4.43%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
66
Increased
75
Reduced
121
Closed
21
Calls
$71.7M
Puts
$151M
Net Calls
-$79.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Point72 Asset Management
226
Point72 Asset Management
Connecticut
$258K -$601K -11,011 -70%
SG Americas Securities
227
SG Americas Securities
New York
$254K -$525K -9,627 -67%
LCM
228
Legato Capital Management
California
$248K -$83.3K -1,526 -25%
VI
229
Vestcor Inc
New Brunswick, Canada
$241K
MA
230
Mutual Advisors
Nebraska
$238K +$238K +4,356 New
GS
231
GTS Securities
New York
$233K -$590K -10,800 -72%
HighTower Advisors
232
HighTower Advisors
Illinois
$229K +$229K +4,150 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$224K -$14.2K -261 -6%
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$223K +$223K +4,093 New
BCM
235
Bourgeon Capital Management
Connecticut
$218K
HW
236
Hancock Whitney
Mississippi
$217K +$217K +3,973 New
CGH
237
Crossmark Global Holdings
Texas
$212K +$212K +3,886 New
PCM
238
Prelude Capital Management
New York
$212K -$147K -2,698 -41%
OR
239
Olympiad Research
Connecticut
$212K -$147K -2,698 -41%
VI
240
Versor Investments
New York
$207K +$207K +3,792 New
RJT
241
Raymond James Trust
Florida
$205K +$205K +3,756 New
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$172K -$7.26K -133 -4%
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$154K -$15K -273 -9%
SPIA
244
Steward Partners Investment Advisory
New York
$151K +$15.3K +280 +11%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$132K +$132K +2,419 New
HNB
246
Huntington National Bank
Ohio
$123K -$3.22K -59 -3%
C
247
Covestor
United Kingdom
$104K +$32.8K +601 +46%
A
248
AlphaQuest
New York
$99.9K +$99.9K +1,830 New
PAS
249
Point72 Asia (Singapore)
Singapore
$90.5K +$90.5K +1,657 New
SO
250
STRS Ohio
Ohio
$87K +$59.8K +1,100 +220%