AX icon

Axos Financial
AX

Overview Fund Activity

333 hedge funds and large institutions have $3B invested in Axos Financial in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
109
Reduced
115
Closed
39
Calls
$51M
Puts
$69.4M
Net Calls
-$18.5M
Net Calls Change
+$4.33M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$382M
2
WA
Wasatch Advisors
Utah
$72.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.6M
4
State Street
State Street
Massachusetts
$200M
5
Invesco
Invesco
Georgia
$28.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.7M
2
RHJA
Rice Hall James & Associates
California
$4.96M
3
Lazard Asset Management
Lazard Asset Management
New York
$8.91M
4
MGP
M&G plc
United Kingdom
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$292K -$172K -2,728 -37%
MCCP
227
Mission Creek Capital Partners
California
$291K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$291K -$6.29K -100 -2%
CIM
229
Cambria Investment Management
California
$284K +$284K +4,524 New
Marshall Wace
230
Marshall Wace
United Kingdom
$283K +$283K +4,503 New
CIM
231
CIM Investment Management
Pennsylvania
$278K – – –
VI
232
Vestcor Inc
New Brunswick, Canada
$277K – – –
VF
233
Virtu Financial
New York
$277K +$277K +4,413 New
CAG
234
Csenge Advisory Group
Florida
$262K +$262K +4,081 New
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$262K +$26.3K +418 +11%
MA
236
Mutual Advisors
Nebraska
$259K – – –
BCM
237
Bourgeon Capital Management
Connecticut
$252K – – –
CIC
238
Cornercap Investment Counsel
Georgia
$245K -$1.51M -23,986 -86%
PCM
239
Penserra Capital Management
California
$242K +$242K +3,857 New
CGH
240
Crossmark Global Holdings
Texas
$241K +$10.2K +162 +4%
VI
241
Versor Investments
New York
$239K -$314K -5,000 -57%
CAM
242
Cresset Asset Management
Illinois
$239K +$239K +3,793 New
AWS
243
Atria Wealth Solutions
New York
$234K -$58.8K -935 -20%
RJT
244
Raymond James Trust
Florida
$230K +$230K +3,659 New
TC
245
TownSquare Capital
Utah
$229K +$229K +3,643 New
EARNEST Partners
246
EARNEST Partners
Georgia
$226K – – –
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$222K – – –
WIA
248
World Investment Advisors
California
$221K +$221K +3,521 New
GCM
249
Graham Capital Management
Connecticut
$212K -$1.22M -19,466 -85%
MML Investors Services
250
MML Investors Services
Massachusetts
$212K +$212K +3,373 New
8 9
10
11 12