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Axos Financial

302 hedge funds and large institutions have $2.74B invested in Axos Financial in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 75 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+41
Holders Change %
+15.71%
% of All Funds
4.43%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
66
Increased
75
Reduced
121
Closed
21
Calls
$71.7M
Puts
$151M
Net Calls
-$79.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$8.54K +$8.54K +161 New
CFB
277
Cullen/Frost Bankers
Texas
$7.43K +$7.43K +136 New
GWS
278
Glassman Wealth Services
Virginia
$6.77K +$6.77K +124 New
WTG
279
West Tower Group
Virginia
$6.17K +$3.17K +58 +105%
MSG
280
Main Street Group
Virginia
$6.06K +$6.06K +111 New
IA
281
IFP Advisors
Florida
$5.24K
LC
282
Lindbrook Capital
California
$4.31K
QCG
283
Quadrant Capital Group
Ohio
$4.1K -$2.89K -53 -41%
CAM
284
Creekmur Asset Management
Illinois
$3.71K +$3.71K +68 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$3.28K +$655 +12 +25%
EC
286
EntryPoint Capital
New York
$2.95K +$2.95K +54 New
SA
287
Scarborough Advisors
Maryland
$2.73K +$2.73K +50 New
FGAM
288
Financial Gravity Asset Management
Texas
$2.72K +$1.32K +29 +94%
FFA
289
Farther Finance Advisors
California
$2.51K +$2.51K +46 New
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$2.02K -$109 -2 -5%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$1.53K +$1K +19 +190%
PS
292
Principal Securities
Iowa
$1.37K +$1.37K +25 New
WPA
293
West Paces Advisors
Georgia
$1.2K +$1.2K +22 New
SWS
294
SYSTM Wealth Solutions
Illinois
$1.04K +$1.04K +19 New
BTI
295
Blue Trust Inc
Georgia
$1K -$54.4K -925 -98%
SIC
296
SJS Investment Consulting
Ohio
$710 -$109 -2 -13%
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$601 +$601 +11 New
NA
298
NewEdge Advisors
Louisiana
$491 +$491 +9 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$328 -$5.9K -108 -95%
TWP
300
TFO Wealth Partners
Ohio
$164