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Axos Financial
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Overview Fund Activity

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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.1M
2
American Century Companies
2
American Century Companies
Missouri
$66.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
Franklin Resources
5
Franklin Resources
California
$9.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Millennium Management
3
Millennium Management
New York
$9.55M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
5
State Street
Massachusetts
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
301
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.14K +$1.14K +21 New
SWS
302
SYSTM Wealth Solutions
Illinois
$1.03K – – –
SIC
303
SJS Investment Consulting
Ohio
$703 – – –
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$595 – – –
NA
305
NewEdge Advisors
Louisiana
$486 – – –
ECM
306
Everence Capital Management
Indiana
$464 – – –
TWP
307
TFO Wealth Partners
Ohio
$162 – – –
FGAM
308
Financial Gravity Asset Management
Texas
$33 -$1.95K -59 -98%
GCM
309
Gator Capital Management
Florida
– -$8.01M -146,680 Closed
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
– -$6.78M -124,156 Closed
Nomura Holdings
311
Nomura Holdings
Japan
– -$5.5M -100,647 Closed
Parallax Volatility Advisers
312
Parallax Volatility Advisers
California
– -$4.06M -74,316 Closed
ECM
313
ExodusPoint Capital Management
New York
– -$2.42M -44,297 Closed
Canada Pension Plan Investment Board
314
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.33M -42,700 Closed
Qube Research & Technologies (QRT)
315
Qube Research & Technologies (QRT)
United Kingdom
– -$2.27M -41,645 Closed
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
– -$2.03M -37,217 Closed
TI
317
Trexquant Investment
Connecticut
– -$1.74M -31,924 Closed
Balyasny Asset Management
318
Balyasny Asset Management
Illinois
– -$1.48M -27,068 Closed
Squarepoint
319
Squarepoint
New York
– -$1.22M -22,278 Closed
JFG
320
Jefferies Financial Group
New York
– -$1.12M -20,600 Closed
Wolverine Trading
321
Wolverine Trading
Illinois
– -$997K -18,253 Closed
BCM
322
Bayesian Capital Management
New York
– -$929K -17,015 Closed
HF
323
HRT Financial
New York
– -$779K -14,271 Closed
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
– -$751K -13,750 Closed
SEC
325
Seven Eight Capital
New York
– -$689K -12,628 Closed
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13
14