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Axos Financial
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$382M
2
WA
Wasatch Advisors
Utah
$72.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.6M
4
State Street
State Street
Massachusetts
$200M
5
Invesco
Invesco
Georgia
$28.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.7M
2
RHJA
Rice Hall James & Associates
California
$4.96M
3
Lazard Asset Management
Lazard Asset Management
New York
$8.91M
4
MGP
M&G plc
United Kingdom
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
326
DiNuzzo Private Wealth
Pennsylvania
$818 – – –
SIC
327
SJS Investment Consulting
Ohio
$755 -$63 -1 -8%
LFG
328
Larson Financial Group
Missouri
$440 – – –
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$314 – – –
CA
330
Claris Advisors
Missouri
$252 +$252 +4 New
MFG
331
Mendota Financial Group
Wisconsin
$252 +$252 +4 New
AWM
332
Abound Wealth Management
Tennessee
$189 +$189 +3 New
MGP
333
M&G plc
United Kingdom
– -$9.79M -171,740 Closed
SBH
334
Segall Bryant & Hamill
Illinois
– -$5.98M -104,669 Closed
TPSF
335
Texas Permanent School Fund
Texas
– -$3.36M -58,843 Closed
HF
336
HRT Financial
New York
– -$3.28M -57,353 Closed
GC
337
Globeflex Capital
California
– -$2.41M -42,191 Closed
MC
338
Maverick Capital
Texas
– -$2.07M -36,200 Closed
TI
339
Tidal Investments
Wisconsin
– -$1.64M -28,675 Closed
HA
340
Heartland Advisors
Wisconsin
– -$1.46M -25,539 Closed
JCIA
341
Jackson Creek Investment Advisors
Colorado
– -$1.15M -20,178 Closed
AI
342
AXS Investments
New York
– -$1.09M -19,053 Closed
BCM
343
Bayesian Capital Management
New York
– -$1.05M -18,405 Closed
BHCM
344
Brevan Howard Capital Management
Jersey
– -$971K -16,998 Closed
CC
345
Centiva Capital
New York
– -$840K -14,697 Closed
Point72 Asset Management
346
Point72 Asset Management
Connecticut
– -$621K -10,860 Closed
BAM
347
Bayview Asset Management
Florida
– -$572K -10,000 Closed
PRC
348
Pearl River Capital
Michigan
– -$559K -9,779 Closed
CANY
349
Caxton Associates (New York)
New York
– -$523K -9,153 Closed
JF
350
Jump Financial
Illinois
– -$459K -8,030 Closed
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