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Axos Financial
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Overview Fund Activity

318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+9
Holders Change %
+2.91%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
48
Increased
96
Reduced
128
Closed
36
Calls
$48.6M
Puts
$71.4M
Net Calls
-$22.8M
Net Calls Change
-$1.96M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$19.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.3M
5
Millennium Management
5
Millennium Management
New York
$21M

Top Sellers

1
State Street
1
State Street
Massachusetts
$172M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.3M
5
WA
5
Wasatch Advisors
Utah
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
276
Nomura Asset Management
Japan
$17.7K – – –
AAP
277
Arax Advisory Partners
Colorado
$17.6K +$7.66K +134 +77%
AAG
278
Armstrong Advisory Group
Massachusetts
$16.7K – – –
US Bancorp
279
US Bancorp
Minnesota
$13.8K -$61.7K -1,079 -82%
GRP
280
Global Retirement Partners
California
$13.7K -$1.43K -25 -9%
LFA
281
LGT Financial Advisors
Texas
$11.7K – – –
RWMG
282
Redwood Wealth Management Group
New Jersey
$10.8K +$10.8K +189 New
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$9.2K – – –
S
284
SignatureFD
Georgia
$9.14K -$1.83K -32 -17%
FHA
285
First Horizon Advisors
Tennessee
$9.09K -$8.06K -141 -47%
SAM
286
Smartleaf Asset Management
Massachusetts
$8.94K +$8.94K +162 New
Federated Hermes
287
Federated Hermes
Pennsylvania
$8K – – –
BF
288
BOK Financial
Oklahoma
$7.09K – – –
NFSG
289
Newbridge Financial Services Group
Florida
$6.29K -$14.6K -255 -70%
CCC
290
Chelsea Counsel Company
California
$5.72K – – –
IA
291
IFP Advisors
Florida
$5.49K – – –
TAM
292
Tucker Asset Management
Colorado
$4.63K +$4.63K +81 New
FNWA
293
Financial Network Wealth Advisors
Utah
$4.57K +$4.57K +80 New
LC
294
Lindbrook Capital
California
$4.52K – – –
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$4.46K -$114 -2 -3%
MG
296
Mather Group
Illinois
$4K – – –
FFA
297
Farther Finance Advisors
California
$3.79K +$1.43K +25 +61%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$3.75K -$6.75K -117 -64%
UB
299
UMB Bank
Missouri
$3.6K +$2.4K +42 +200%
JWA
300
JFS Wealth Advisors
Pennsylvania
$3.43K – – –
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