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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 %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$143K -$9.29K -133 -6%
PCM
277
Palouse Capital Management
Washington
$135K -$38.4K -550 -22%
US Bancorp
278
US Bancorp
Minnesota
$130K +$58K +830 +81%
SOW
279
State of Wyoming
Wyoming
$108K +$7.4K +106 +7%
SAM
280
Smartleaf Asset Management
Massachusetts
$107K +$86.6K +1,222 +426%
MCM
281
MAI Capital Management
Ohio
$105K +$105K +1,500 New
AWM
282
Avior Wealth Management
Nebraska
$104K +$47.2K +676 +83%
GI
283
GAMMA Investing
California
$92.1K +$23.5K +336 +34%
OC
284
Oakworth Capital
Alabama
$91.2K – – –
PFBT
285
Parkside Financial Bank & Trust
Missouri
$88.1K +$59.3K +849 +206%
AAP
286
Arax Advisory Partners
Colorado
$76.6K +$54K +773 +239%
RS
287
R Squared
Hong Kong
$65.7K +$65.7K +940 New
NA
288
NewEdge Advisors
Louisiana
$62.9K +$59.4K +850 +1,700%
OC
289
Oarsman Capital
Wisconsin
$61.5K +$3.42K +49 +6%
CFGS
290
Concourse Financial Group Securities
Alabama
$53.9K +$5.78K +81 +12%
KIM
291
Kestra Investment Management
Texas
$52.2K +$52.2K +748 New
1IA
292
1620 Investment Advisors
Massachusetts
$51.7K -$6.29K -90 -11%
CA
293
Clearstead Advisors
Ohio
$44K -$838 -12 -2%
FFA
294
Farther Finance Advisors
California
$43.8K -$1.47K -21 -3%
CIAM
295
Caitong International Asset Management
Hong Kong
$43.1K +$43.1K +617 New
IRAG
296
Investment Research & Advisory Group
Georgia
$35.2K – – –
Ohio Public Employees Retirement System (OPERS)
297
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.8K -$5.52K -79 -14%
QCG
298
Quadrant Capital Group
Ohio
$32.9K – – –
TWC
299
TD Waterhouse Canada
Ontario, Canada
$32.6K -$11.2K -161 -26%
NC
300
NewSquare Capital
Pennsylvania
$31.2K +$31.2K +446 New
10 11
12
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