Axos Financial
334 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, 116 reducing their positions, and 38 closing their positions.
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
8% more capital invested
Capital invested by funds: $2.79B → $3B (+$219M)
5% more funds holding
Funds holding: 318 → 334 (+16)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 116
1.71% less ownership
Funds ownership: 85.57% → 83.86% (-1.7%)
27% less call options, than puts
Call options by funds: $51M | Put options by funds: $69.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$19.3M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$13.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$10.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$75.4M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$16.8M |
| 3 |
Lazard Asset Management
New York
|
-$10.3M |
| 4 |
MGP
M&G plc
London,
United Kingdom
|
-$9.79M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.08M |
AX Hedge Fund Activity: Q3 2024 in Review
334 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2024, worth a combined $3B — up 7.9% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AX positions and 38 closed out — a net gain of 17 holders — while 109 added to existing stakes and 116 trimmed.
The largest buyer was Vanguard Group, adding an estimated $33.8M. The largest seller was Citadel Advisors, cutting an estimated $75.4M.
- 334 institutional investors held Axos Financial (AX) as of Q3 2024, up from 318 in Q2 2024.
- Funds reported $3B of Axos Financial stock for Q3 2024, up 7.9% quarter-over-quarter.
- 55 funds opened new Axos Financial positions in Q3 2024 and 38 closed out, a net change of +17 holders.
- The largest Axos Financial buyer in Q3 2024 was Vanguard Group, an estimated $33.8M added.
- The largest Axos Financial seller in Q3 2024 was Citadel Advisors, an estimated $75.4M sold.
Based on aggregated 13F filings for Q3 2024.