AX icon

Axos Financial
AX

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 %
BFA
26
Bragg Financial Advisors
North Carolina
$27.8M +$142K +2,028 +0.5%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$26.8M -$5.99M -85,816 -18%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25.4M -$4.13M -59,062 -14%
Principal Financial Group
29
Principal Financial Group
Iowa
$23.6M +$1.2M +17,201 +5%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$20.2M -$9.57M -137,020 -32%
PM
31
Pembroke Management
Quebec, Canada
$18M +$1.28M +18,380 +8%
Raymond James Financial
32
Raymond James Financial
Florida
$16.5M +$16.5M +235,710 New
SCA
33
Stieven Capital Advisors
Missouri
$16.5M -$3.47M -49,674 -17%
Two Sigma Investments
34
Two Sigma Investments
New York
$15.6M -$2.14M -30,662 -12%
Millennium Management
35
Millennium Management
New York
$15M -$6.99M -100,050 -32%
ACM
36
Ategra Capital Management
Virginia
$15M +$4.85M +69,438 +48%
Citadel Advisors
37
Citadel Advisors
Florida
$14.4M -$2.01M -28,736 -12%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$14.1M -$251K -3,600 -2%
EIP
39
Epoch Investment Partners
New York
$13.9M +$10M +143,474 +255%
AG
40
Algert Global
California
$12.1M +$1.05M +15,017 +9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.4M -$121K -1,730 -1%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$10.8M +$697K +9,979 +7%
Barclays
43
Barclays
United Kingdom
$10.8M +$796K +11,397 +8%
GCM
44
Gator Capital Management
Florida
$10.7M -$11.2K -160 -0.1%
Legal & General Group
45
Legal & General Group
United Kingdom
$10.5M +$168K +2,408 +2%
Citigroup
46
Citigroup
New York
$10.5M -$106K -1,524 -1%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$10.2M -$462K -6,617 -4%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$9.85M +$9.85M +141,004 New
First Trust Advisors
49
First Trust Advisors
Illinois
$9.72M +$5.72M +81,861 +143%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.44M +$1.42M +20,274 +18%
1
2
3 4 5