Axos Financial
355 hedge funds and large institutions have $3.3B invested in Axos Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 117 reducing their positions, and 30 closing their positions.
90% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 30
10% more capital invested
Capital invested by funds: $3B → $3.3B (+$297M)
6% more funds holding
Funds holding: 334 → 355 (+21)
7% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 117
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.08% less ownership
Funds ownership: 83.86% → 82.78% (-1.1%)
18% less call options, than puts
Call options by funds: $44.6M | Put options by funds: $54.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$31.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$12M |
| 3 |
State Street
Boston,
Massachusetts
|
+$10.9M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$10.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.4M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$16.3M |
| 3 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$15.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12M |
AX Hedge Fund Activity: Q4 2024 in Review
355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2024, worth a combined $3.3B — up 9.9% from $3B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AX positions and 30 closed out — a net gain of 27 holders — while 125 added to existing stakes and 117 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $31.2M. The largest seller was Fidelity Investments, cutting an estimated $19.4M.
- 355 institutional investors held Axos Financial (AX) as of Q4 2024, up from 334 in Q3 2024.
- Funds reported $3.3B of Axos Financial stock for Q4 2024, up 9.9% quarter-over-quarter.
- 57 funds opened new Axos Financial positions in Q4 2024 and 30 closed out, a net change of +27 holders.
- The largest Axos Financial buyer in Q4 2024 was Boston Partners, an estimated $31.2M added.
- The largest Axos Financial seller in Q4 2024 was Fidelity Investments, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2024.