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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
Citadel Advisors
Florida
$9.54M
3
FCM
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
Millennium Management
New York
$22.5M
5
GCM
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
2
EIP
Epoch Investment Partners
New York
$0
3
State Street
State Street
Massachusetts
$101M
4
WA
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$1.48K – – –
FGAM
252
Financial Gravity Asset Management
Texas
$1.13K -$290 -8 -21%
GI
253
Gradient Investments
Minnesota
$909 – – –
SIC
254
SJS Investment Consulting
Ohio
$568 – – –
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$492 +$492 +13 New
YAL
256
Your Advocates Ltd
Texas
$379 +$379 +10 New
TWC
257
TD Waterhouse Canada
Ontario, Canada
$374 -$75 -2 -17%
ECM
258
Everence Capital Management
Indiana
$325 – – –
TWP
259
TFO Wealth Partners
Ohio
$118 – – –
MHR
260
Matthew Hamilton Rosenberg
$114 – – –
Fuller & Thaler Asset Management
261
Fuller & Thaler Asset Management
California
– -$45.5M -1,152,406 Closed
EIP
262
Epoch Investment Partners
New York
– -$36.9M -934,813 Closed
Fidelity International
263
Fidelity International
Bermuda
– -$4.66M -118,114 Closed
TC
264
TwinBeech Capital
New York
– -$4.06M -102,938 Closed
EGM
265
Engineers Gate Manager
New York
– -$1.37M -34,853 Closed
ADIM
266
Alpha DNA Investment Management
Maryland
– -$767K -19,448 Closed
AWM
267
AE Wealth Management
Kansas
– -$542K -13,735 Closed
M1FG
268
Mach-1 Financial Group
Arkansas
– -$522K -13,246 Closed
VI
269
Versor Investments
New York
– -$515K -13,065 Closed
BFM
270
Boothbay Fund Management
New York
– -$457K -11,577 Closed
Creative Planning
271
Creative Planning
Kansas
– -$448K -11,372 Closed
VF
272
Virtu Financial
New York
– -$369K -9,344 Closed
FIM
273
Freedom Investment Management
Connecticut
– -$280K -7,101 Closed
CC
274
Cipher Capital
New York
– -$260K -6,592 Closed
E
275
Ergoteles
New York
– -$248K -6,298 Closed
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