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Axos Financial
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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 %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$211K -$116K -1,849 -36%
TC
252
TwinBeech Capital
New York
$208K +$208K +3,307 New
CC
253
Corton Capital
Ontario, Canada
$202K +$202K +3,213 New
VWM
254
Venturi Wealth Management
Texas
$189K +$189K +3,000 New
HNB
255
Huntington National Bank
Ohio
$171K -$16K -254 -9%
SO
256
STRS Ohio
Ohio
$170K +$44K +700 +35%
SPIA
257
Steward Partners Investment Advisory
New York
$162K +$6.29K +100 +4%
PCM
258
Palouse Capital Management
Washington
$156K -$2.77K -44 -2%
Simplex Trading
259
Simplex Trading
Illinois
$155K +$155K +2,480 New
PD
260
Point72 (DIFC)
United Arab Emirates
$141K +$141K +2,245 New
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$137K -$3.46K -55 -2%
AAM
262
Advisors Asset Management
Colorado
$123K +$31.2K +496 +34%
C
263
Covestor
United Kingdom
$115K -$14.1K -224 -11%
KBC Group
264
KBC Group
Belgium
$101K – – –
SOW
265
State of Wyoming
Wyoming
$90.7K +$8.24K +131 +10%
OC
266
Oakworth Capital
Alabama
$82.1K – – –
Acadian Asset Management
267
Acadian Asset Management
Massachusetts
$70K +$70K +1,117 New
US Bancorp
268
US Bancorp
Minnesota
$64.7K +$49.5K +787 +325%
GI
269
GAMMA Investing
California
$61.7K +$19.4K +308 +46%
OC
270
Oarsman Capital
Wisconsin
$52.3K +$52.3K +831 New
1IA
271
1620 Investment Advisors
Massachusetts
$52.2K -$1.57K -25 -3%
FCA
272
FinTrust Capital Advisors
South Carolina
$51.2K – – –
AWM
273
Avior Wealth Management
Nebraska
$50.9K – – –
CFGS
274
Concourse Financial Group Securities
Alabama
$42.4K +$42.4K +675 New
ATS
275
Ashton Thomas Securities
New York
$41.1K +$41.1K +653 New
9 10
11
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