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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 %
RHJA
351
Rice Hall James & Associates
California
– -$4.96M -78,831 Closed
Tudor Investment Corp
352
Tudor Investment Corp
Connecticut
– -$3.38M -53,704 Closed
JFG
353
Jefferies Financial Group
New York
– -$2.38M -37,800 Closed
Capital Fund Management (CFM)
354
Capital Fund Management (CFM)
France
– -$1.56M -24,824 Closed
TSS
355
Two Sigma Securities
New York
– -$829K -13,180 Closed
Group One Trading
356
Group One Trading
Illinois
– -$578K -9,194 Closed
DFCM
357
Dark Forest Capital Management
Puerto Rico
– -$478K -7,609 Closed
SG Americas Securities
358
SG Americas Securities
New York
– -$462K -7,344 Closed
Walleye Capital
359
Walleye Capital
New York
– -$405K -6,439 Closed
OQS
360
Occudo Quantitative Strategies
Florida
– -$380K -6,045 Closed
NC
361
nVerses Capital
Florida
– -$321K -5,100 Closed
AA
362
AlphaMark Advisors
Kentucky
– -$320K -5,091 Closed
CCP
363
Carmel Capital Partners
California
– -$294K -4,682 Closed
Marshall Wace
364
Marshall Wace
United Kingdom
– -$283K -4,503 Closed
CIC
365
Cornercap Investment Counsel
Georgia
– -$245K -3,897 Closed
PCM
366
Penserra Capital Management
California
– -$242K -3,857 Closed
GCM
367
Graham Capital Management
Connecticut
– -$212K -3,379 Closed
CC
368
Corton Capital
Ontario, Canada
– -$202K -3,213 Closed
Acadian Asset Management
369
Acadian Asset Management
Massachusetts
– -$70K -1,117 Closed
ATS
370
Ashton Thomas Securities
New York
– -$41.1K -653 Closed
QL
371
Quarry LP
New York
– -$29.1K -463 Closed
BTI
372
Blue Trust Inc
Georgia
– -$18.1K -316 Closed
HT
373
Headlands Technologies
Illinois
– -$7.48K -119 Closed
GM
374
GeoWealth Management
Illinois
– -$5.91K -94 Closed
CPA
375
Capital Performance Advisors
California
– -$5.41K -86 Closed
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