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Axos Financial

309 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
91
Reduced
124
Closed
35
Calls
$43.5M
Puts
$64.3M
Net Calls
-$20.8M
Net Calls Change
+$58.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
276
Global Retirement Partners
California
$14.3K
LFA
277
LGT Financial Advisors
Texas
$11K
TWC
278
TD Waterhouse Canada
Ontario, Canada
$10.5K +$8.85K +153 +528%
S
279
SignatureFD
Georgia
$10.4K +$1.73K +32 +20%
AAP
280
Arax Advisory Partners
Colorado
$9.4K
Mitsubishi UFJ Asset Management
281
Mitsubishi UFJ Asset Management
Japan
$8.7K
MIM
282
Macroview Investment Management
Maryland
$7.84K +$7.84K +145 New
Federated Hermes
283
Federated Hermes
Pennsylvania
$7.57K +$7.57K +140 New
BF
284
BOK Financial
Oklahoma
$6.5K -$5.24K -100 -45%
MSG
285
Main Street Group
Virginia
$5.82K
CCC
286
Chelsea Counsel Company
California
$5.4K +$5.4K +100 New
IA
287
IFP Advisors
Florida
$5.19K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$4.32K +$4K +74 +1,233%
LC
289
Lindbrook Capital
California
$4.27K
QCG
290
Quadrant Capital Group
Ohio
$4.05K
MG
291
Mather Group
Illinois
$4.04K +$4.04K +74 New
JWA
292
JFS Wealth Advisors
Pennsylvania
$3.24K
SA
293
Scarborough Advisors
Maryland
$2.7K
FFA
294
Farther Finance Advisors
California
$2.15K -$262 -5 -11%
HIA
295
Harbor Investment Advisory
Maryland
$2.11K +$2.11K +39 New
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$2K
CAM
297
Creekmur Asset Management
Illinois
$1.84K -$1.84K -34 -50%
PS
298
Principal Securities
Iowa
$1.35K
RIL
299
Rothschild Investment LLC
Illinois
$1.35K +$1.35K +25 New
UB
300
UMB Bank
Missouri
$1.14K +$1.14K +21 New