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Axos Financial

333 hedge funds and large institutions have $3B invested in Axos Financial in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
55
Increased
109
Reduced
115
Closed
39
Calls
$51M
Puts
$69.4M
Net Calls
-$18.5M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
301
UMB Bank
Missouri
$8.05K +$4.09K +65 +103%
BF
302
BOK Financial
Oklahoma
$7.5K
HT
303
Headlands Technologies
Illinois
$7.48K +$7.48K +119 New
GWM
304
Geneos Wealth Management
Colorado
$6.98K +$6.98K +111 New
CCC
305
Chelsea Counsel Company
California
$6.29K
IA
306
IFP Advisors
Florida
$6.04K
Bessemer Group
307
Bessemer Group
New Jersey
$6K +$6K +95 New
GM
308
GeoWealth Management
Illinois
$5.91K +$5.91K +94 New
CPA
309
Capital Performance Advisors
California
$5.41K +$5.41K +86 New
FNWA
310
Financial Network Wealth Advisors
Utah
$5.09K +$63 +1 +1%
LC
311
Lindbrook Capital
California
$4.97K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$4.84K -$63 -1 -1%
MG
313
Mather Group
Illinois
$4.65K
RIL
314
Rothschild Investment LLC
Illinois
$4.09K +$2.52K +40 +160%
EWA
315
EverSource Wealth Advisors
Alabama
$4.02K +$1.38K +22 +52%
JWA
316
JFS Wealth Advisors
Pennsylvania
$3.9K +$126 +2 +3%
CA
317
CoreCap Advisors
Michigan
$3.46K +$251 +4 +8%
CT
318
Colonial Trust
South Carolina
$3.36K +$3.36K +54 New
NA
319
NewEdge Advisors
Louisiana
$3.14K +$3.14K +50 New
PS
320
Principal Securities
Iowa
$3.02K +$1.45K +23 +92%
TWD
321
True Wealth Design
Ohio
$2.83K +$2.83K +45 New
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$2.33K
CAM
323
Creekmur Asset Management
Illinois
$2.14K
HWM
324
Hemington Wealth Management
Virginia
$2K +$2K +43 New
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K