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Axos Financial
AX

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 %
CAM
251
Cresset Asset Management
Illinois
$262K -$2.45K -35 -0.9%
GSC
252
Ground Swell Capital
South Carolina
$261K +$261K +3,738 New
GC
253
Guggenheim Capital
Illinois
$258K -$4.3M -61,547 -94%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$256K +$21.3K +305 +9%
EARNEST Partners
255
EARNEST Partners
Georgia
$251K – – –
TC
256
TownSquare Capital
Utah
$249K -$5.59K -80 -2%
Vontobel Holding
257
Vontobel Holding
Switzerland
$249K -$200K -2,866 -45%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$246K – – –
AWS
259
Atria Wealth Solutions
New York
$239K -$21K -300 -8%
VWM
260
Venturi Wealth Management
Texas
$237K +$27.9K +400 +13%
SO
261
STRS Ohio
Ohio
$237K +$48.9K +700 +26%
HNB
262
Huntington National Bank
Ohio
$237K +$46.9K +672 +25%
JG
263
Jain Global
New York
$233K +$233K +3,330 New
ATPW
264
Ashton Thomas Private Wealth
Arizona
$226K +$226K +3,229 New
BCM
265
Bourgeon Capital Management
Connecticut
$224K -$55.9K -800 -20%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$223K +$223K +3,186 New
DFP
267
Defined Financial Planning
California
$221K +$221K +3,163 New
RBI
268
Raiffeisen Bank International
Austria
$214K +$214K +3,013 New
PAS
269
Point72 Asia (Singapore)
Singapore
$205K +$205K +2,937 New
BC
270
Bridgefront Capital
Texas
$201K +$201K +2,879 New
DWM
271
Dakota Wealth Management
Florida
$200K +$200K +2,867 New
SPIA
272
Steward Partners Investment Advisory
New York
$180K – – –
AAM
273
Advisors Asset Management
Colorado
$177K +$39.6K +567 +29%
KBC Group
274
KBC Group
Belgium
$172K +$60.2K +864 +54%
C
275
Covestor
United Kingdom
$158K +$30.7K +442 +24%
9 10
11
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