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Axos Financial
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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 %
KSWA
301
Kathleen S. Wright Associates
Pennsylvania
$29.8K – – –
PP
302
PrairieView Partners
Minnesota
$27K – – –
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$27K +$489 +7 +2%
PA
304
Parallel Advisors
California
$25.4K – – –
Nomura Asset Management
305
Nomura Asset Management
Japan
$21.7K – – –
AAG
306
Armstrong Advisory Group
Massachusetts
$20.4K – – –
ACM
307
Aster Capital Management
United Arab Emirates
$18.4K +$18.4K +263 New
WTC
308
WhitTier Trust Company
Nevada
$17.6K – – –
GRP
309
Global Retirement Partners
California
$17.1K – – –
FHA
310
First Horizon Advisors
Tennessee
$15.5K +$1.68K +24 +12%
IA
311
IFP Advisors
Florida
$14.5K +$7.75K +111 +116%
LFA
312
LGT Financial Advisors
Texas
$14.2K – – –
HCA
313
Harbor Capital Advisors
Illinois
$14K -$204 -3 -1%
HCM
314
Hollencrest Capital Management
California
$13.3K -$7.4K -106 -36%
Bessemer Group
315
Bessemer Group
New Jersey
$12K +$5.29K +75 +79%
MG
316
Mather Group
Illinois
$11.7K +$6.57K +94 +127%
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$11.4K – – –
S
318
SignatureFD
Georgia
$11.2K – – –
UB
319
UMB Bank
Missouri
$8.73K -$210 -3 -2%
BF
320
BOK Financial
Oklahoma
$8.27K – – –
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$8.17K +$2.79K +40 +52%
PSFG
322
Park Square Financial Group
Georgia
$7.82K +$7.82K +112 New
GWM
323
Geneos Wealth Management
Colorado
$7.75K – – –
CCC
324
Chelsea Counsel Company
California
$6.99K – – –
LC
325
Lindbrook Capital
California
$5.52K – – –
11 12
13
14 15