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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
1
Boston Partners
Massachusetts
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$131M
3
State Street
3
State Street
Massachusetts
$232M
4
EIP
4
Epoch Investment Partners
New York
$13.9M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$9.85M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.7M
2
BCM
2
Basswood Capital Management
New York
$0
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.3M
4
Bank of America
4
Bank of America
North Carolina
$3.54M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
376
Financial Network Wealth Advisors
Utah
– -$5.09K -81 Closed
TWD
377
True Wealth Design
Ohio
– -$2.83K -45 Closed
MFG
378
Mendota Financial Group
Wisconsin
– -$252 -4 Closed
CA
379
Claris Advisors
Missouri
– -$252 -4 Closed
12 13 14 15
16