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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
251
Federated Hermes
Pennsylvania
$369 – – –
ECM
252
Everence Capital Management
Indiana
$317 – – –
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$303 -$82 -2,220 -21%
CWA
254
Clearview Wealth Advisors
Oregon
$185 – – –
TWP
255
TFO Wealth Partners
Ohio
$111 -$74 -2 -40%
CWM
256
CCG Wealth Management
California
– -$14.2M -370,884 Closed
SFI
257
Susquehanna Fundamental Investments
Pennsylvania
– -$1.2M -31,451 Closed
Renaissance Technologies
258
Renaissance Technologies
New York
– -$1.04M -27,300 Closed
Squarepoint
259
Squarepoint
New York
– -$850K -22,239 Closed
OAM
260
Oppenheimer Asset Management
New York
– -$549K -14,365 Closed
JF
261
Jump Financial
Illinois
– -$497K -13,000 Closed
HSBC Holdings
262
HSBC Holdings
United Kingdom
– -$445K -11,519 Closed
JFG
263
Jefferies Financial Group
New York
– -$372K -9,724 Closed
OCM
264
Orion Capital Management
California
– -$355K -9,300 Closed
PTC
265
Petrus Trust Company
Texas
– -$349K -9,141 Closed
SO
266
STRS Ohio
Ohio
– -$321K -8,400 Closed
Man Group
267
Man Group
United Kingdom
– -$282K -7,368 Closed
MFG
268
Merit Financial Group
Georgia
– -$243K -6,362 Closed
MA
269
Mutual Advisors
Nebraska
– -$224K -5,860 Closed
PMA
270
Prudent Man Advisors
Illinois
– -$212K -5,541 Closed
TCM
271
Teza Capital Management
Illinois
– -$210K -5,490 Closed
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
– -$124K -3,255 Closed
QT
273
Quantbot Technologies
New York
– -$110K -2,867 Closed
SWA
274
Sutton Wealth Advisors
Florida
– -$48.3K -1,264 Closed
NA
275
NewEdge Advisors
Louisiana
– -$37.7K -987 Closed
8 9 10
11
12