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Axos Financial
AX

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 %
PAS
351
Point72 Asia (Singapore)
Singapore
– -$363K -6,348 Closed
XT
352
XTX Topco
Cayman Islands
– -$354K -6,188 Closed
FP
353
Foundry Partners
Minnesota
– -$330K -5,779 Closed
Lido Advisors
354
Lido Advisors
California
– -$296K -5,178 Closed
PCM
355
Prelude Capital Management
New York
– -$296K -5,172 Closed
ACI
356
Alpha Cubed Investments
California
– -$287K -5,020 Closed
OR
357
Olympiad Research
Connecticut
– -$271K -4,745 Closed
Connor, Clark & Lunn Investment Management (CC&L)
358
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$261K -4,562 Closed
LCM
359
Legato Capital Management
California
– -$236K -4,135 Closed
ATPW
360
Ashton Thomas Private Wealth
Arizona
– -$180K -3,144 Closed
PMAM
361
Picton Mahoney Asset Management
Ontario, Canada
– -$166K -2,894 Closed
CFM
362
Catalyst Funds Management
Australia
– -$85.7K -1,500 Closed
CMBA
363
C.M. Bidwell & Associates
Hawaii
– -$58.9K -1,030 Closed
AGWCA
364
Annis Gardner Whiting Capital Advisors
Florida
– -$27K -473 Closed
RWMG
365
Redwood Wealth Management Group
New Jersey
– -$10.8K -189 Closed
NFSG
366
Newbridge Financial Services Group
Florida
– -$6.29K -110 Closed
TAM
367
Tucker Asset Management
Colorado
– -$4.63K -81 Closed
SA
368
Scarborough Advisors
Maryland
– -$2.86K -50 Closed
MSG
369
Main Street Group
Virginia
– -$2.87K -50 Closed
S
370
Sachetta
Massachusetts
– -$2.21K -28 Closed
IC
371
Innealta Capital
Texas
– -$114 -2 Closed
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