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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 %
RIL
326
Rothschild Investment LLC
Illinois
$4.54K – – –
JWA
327
JFS Wealth Advisors
Pennsylvania
$4.33K – – –
HWM
328
Hemington Wealth Management
Virginia
$4K +$1.23K +19 +44%
CT
329
Colonial Trust
South Carolina
$3.82K – – –
CA
330
CoreCap Advisors
Michigan
$3.56K -$279 -4 -7%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$2.58K – – –
CAM
332
Creekmur Asset Management
Illinois
$2.38K – – –
EWA
333
EverSource Wealth Advisors
Alabama
$2.24K -$2.24K -32 -50%
PS
334
Principal Securities
Iowa
$1.61K -$1.75K -25 -52%
CFB
335
Cullen/Frost Bankers
Texas
$1.54K +$1.54K +22 New
BCMLT
336
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47K – – –
CFFP
337
Center for Financial Planning
Michigan
$1.26K +$1.26K +18 New
DPW
338
DiNuzzo Private Wealth
Pennsylvania
$909 – – –
SS
339
SBI Securities
Japan
$908 +$908 +13 New
SIC
340
SJS Investment Consulting
Ohio
$769 -$70 -1 -8%
BGAI
341
Bruce G. Allen Investments
Colorado
$629 +$629 +9 New
RTC
342
Riverview Trust Company
Washington
$629 +$629 +9 New
HI
343
Harbour Investments
Wisconsin
$559 +$559 +8 New
LFG
344
Larson Financial Group
Missouri
$489 – – –
BIA
345
Bell Investment Advisors
California
$420 +$420 +6 New
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$349 – – –
AWM
347
Abound Wealth Management
Tennessee
$210 – – –
GFPC
348
Global Financial Private Client
Florida
$210 +$210 +3 New
PWM
349
Parkworth Wealth Management
California
$210 +$210 +3 New
BCM
350
Basswood Capital Management
New York
– -$16.3M -258,937 Closed
12 13
14
15 16