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Axos Financial
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Overview Fund Activity

350 hedge funds and large institutions have $3.3B invested in Axos Financial in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
53
Increased
125
Reduced
116
Closed
30
Calls
$44.6M
Puts
$54.1M
Net Calls
-$9.47M
Net Calls Change
+$9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$29.9M
2
American Century Companies
American Century Companies
Missouri
$131M
3
State Street
State Street
Massachusetts
$232M
4
EIP
Epoch Investment Partners
New York
$13.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.85M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$34.7M
2
BCM
Basswood Capital Management
New York
$0
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.3M
4
Bank of America
Bank of America
North Carolina
$3.54M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
226
Virtu Financial
New York
$367K +$59K +846 +19%
CTC
227
Cetera Trust Company
Minnesota
$358K -$9.43K -135 -3%
CWM
228
CIBC World Markets
New York
$357K +$357K +5,113 New
GCM
229
Gallacher Capital Management
Colorado
$355K +$355K +5,080 New
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$350K +$1.68K +24 +0.5%
CIA
231
Choate Investment Advisors
Massachusetts
$332K – – –
GS
232
GTS Securities
New York
$331K -$1.49M -21,334 -82%
SW
233
SkyOak Wealth
Michigan
$328K +$328K +4,694 New
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$326K +$35.4K +507 +12%
MCCP
235
Mission Creek Capital Partners
California
$323K – – –
CIM
236
Cambria Investment Management
California
$323K +$7.33K +105 +2%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$319K – – –
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$318K -$6.72K -96 -2%
AIM
239
Aigen Investment Management
New York
$316K -$43.9K -629 -12%
MML Investors Services
240
MML Investors Services
Massachusetts
$309K +$73.5K +1,052 +31%
CIM
241
CIM Investment Management
Pennsylvania
$308K – – –
Creative Planning
242
Creative Planning
Kansas
$288K +$288K +4,126 New
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$288K +$288K +4,116 New
Osaic Holdings
244
Osaic Holdings
Arizona
$281K -$48.5K -694 -15%
P
245
&Partners
Tennessee
$280K +$280K +3,907 New
VI
246
Versor Investments
New York
$279K +$14K +200 +5%
A
247
AlphaQuest
New York
$277K -$92.2K -1,320 -25%
MA
248
Mutual Advisors
Nebraska
$276K – – –
CGH
249
Crossmark Global Holdings
Texas
$267K -$418 -6 -0.2%
WIA
250
World Investment Advisors
California
$267K +$21K +300 +9%
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