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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 %
EWA
301
EverSource Wealth Advisors
Alabama
$3.07K +$3.07K +42 New
CA
302
CoreCap Advisors
Michigan
$2.92K +$2.92K +51 New
MSG
303
Main Street Group
Virginia
$2.87K -$3.5K -61 -55%
SA
304
Scarborough Advisors
Maryland
$2.86K – – –
S
305
Sachetta
Massachusetts
$2.21K +$2.21K +28 New
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.12K – – –
CAM
307
Creekmur Asset Management
Illinois
$1.94K – – –
BTI
308
Blue Trust Inc
Georgia
$1.73K +$1.73K +32 New
PS
309
Principal Securities
Iowa
$1.43K – – –
RIL
310
Rothschild Investment LLC
Illinois
$1.43K – – –
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2K – – –
SIC
312
SJS Investment Consulting
Ohio
$743 – – –
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$743 +$114 +2 +18%
ECM
314
Everence Capital Management
Indiana
$435 – – –
LFG
315
Larson Financial Group
Missouri
$400 +$400 +7 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$286 +$286 +5 New
IC
317
Innealta Capital
Texas
$114 +$114 +2 New
Norges Bank
318
Norges Bank
Norway
– -$16.7M -308,611 Closed
EAM
319
Eagle Asset Management
Florida
– -$7.07M -134,895 Closed
GCP
320
GSA Capital Partners
United Kingdom
– -$1.7M -31,440 Closed
AIG
321
American International Group
New York
– -$1.59M -29,340 Closed
Mirae Asset Global Investments
322
Mirae Asset Global Investments
South Korea
– -$939K -24,948 Closed
SCM
323
Semanteon Capital Management
Massachusetts
– -$1.32M -24,336 Closed
Simplex Trading
324
Simplex Trading
Illinois
– -$1.24M -22,891 Closed
TD Asset Management
325
TD Asset Management
Ontario, Canada
– -$1.22M -22,533 Closed
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