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Axos Financial
AX

Overview Fund Activity

318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+9
Holders Change %
+2.91%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
48
Increased
96
Reduced
128
Closed
36
Calls
$48.6M
Puts
$71.4M
Net Calls
-$22.8M
Net Calls Change
-$1.96M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$19.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.3M
5
Millennium Management
5
Millennium Management
New York
$21M

Top Sellers

1
State Street
1
State Street
Massachusetts
$172M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.3M
5
WA
5
Wasatch Advisors
Utah
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$283K -$47.8K -836 -14%
PA
227
Profund Advisors
Maryland
$281K -$51.8K -907 -16%
CCP
228
Carmel Capital Partners
California
$274K – – –
CIA
229
Choate Investment Advisors
Massachusetts
$272K – – –
OR
230
Olympiad Research
Connecticut
$271K -$239K -4,179 -47%
Mariner
231
Mariner
Kansas
$271K +$271K +4,744 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$267K – – –
AWS
233
Atria Wealth Solutions
New York
$266K +$266K +4,653 New
MCCP
234
Mission Creek Capital Partners
California
$265K -$22.9K -400 -8%
Connor, Clark & Lunn Investment Management (CC&L)
235
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$261K +$261K +4,562 New
CIM
236
CIM Investment Management
Pennsylvania
$252K -$60K -1,049 -19%
VI
237
Vestcor Inc
New Brunswick, Canada
$252K – – –
LCM
238
Legato Capital Management
California
$236K -$13K -228 -5%
BCM
239
Bourgeon Capital Management
Connecticut
$229K – – –
CSS
240
Cubist Systematic Strategies
Connecticut
$223K -$8.02M -140,254 -97%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$214K +$214K +3,743 New
CGH
242
Crossmark Global Holdings
Texas
$210K -$15.3K -267 -7%
EARNEST Partners
243
EARNEST Partners
Georgia
$206K +$206K +3,600 New
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$201K +$201K +3,525 New
ATPW
245
Ashton Thomas Private Wealth
Arizona
$180K +$180K +3,144 New
HNB
246
Huntington National Bank
Ohio
$170K +$29K +508 +21%
PMAM
247
Picton Mahoney Asset Management
Ontario, Canada
$166K +$166K +2,894 New
NC
248
nVerses Capital
Florida
$154K +$109K +1,900 +238%
PCM
249
Palouse Capital Management
Washington
$144K -$10.2K -179 -7%
SPIA
250
Steward Partners Investment Advisory
New York
$142K -$58.2K -1,019 -29%
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