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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 %
Prudential Financial
51
Prudential Financial
New Jersey
$9.34M -$645K -9,240 -6%
Franklin Resources
52
Franklin Resources
California
$9.28M -$735K -10,527 -7%
OCM
53
Orchard Capital Management
Illinois
$9.21M -$518K -7,315 -5%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$9.19M -$2.95M -42,596 -24%
UBS Group
55
UBS Group
Switzerland
$9.02M +$517K +7,407 +6%
AQR Capital Management
56
AQR Capital Management
Connecticut
$8.81M +$1.7M +24,396 +24%
TG
57
TCW Group
California
$8.58M -$2.84M -40,600 -25%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$8.27M +$7.79M +111,080 +1,619%
Lord, Abbett & Co
59
Lord, Abbett & Co
New Jersey
$8.12M -$1.27M -18,182 -14%
Squarepoint
60
Squarepoint
New York
$7.83M +$3.51M +50,315 +81%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$7.67M -$6.35M -90,951 -45%
UBS AM
62
UBS AM
Illinois
$7.66M +$1.56M +22,304 +26%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$7.54M -$9.48M -135,743 -56%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$7.54M -$222K -3,177 -3%
Swiss National Bank
65
Swiss National Bank
Switzerland
$7.43M +$48.9K +700 +0.7%
RA
66
Royce & Associates
New York
$7.33M -$842K -12,052 -10%
KIM
67
Kestrel Investment Management
California
$7.27M – – –
Rafferty Asset Management
68
Rafferty Asset Management
New York
$6.94M -$2.32M -33,283 -25%
Deutsche Bank
69
Deutsche Bank
Germany
$6.48M +$3.82M +54,759 +144%
RI
70
Redwood Investments
Massachusetts
$6.34M +$4.17M +59,667 +192%
SEI Investments
71
SEI Investments
Pennsylvania
$6.18M +$1.26M +18,013 +26%
BCM
72
Bridgeway Capital Management
Texas
$6.16M -$1.03M -14,700 -14%
CI Investments Inc
73
CI Investments Inc
Ontario, Canada
$6.08M -$191K -2,738 -3%
QC
74
Quantedge Capital
Singapore
$5.78M +$2.56M +36,700 +80%
Jane Street
75
Jane Street
New York
$5.64M +$2.9M +41,566 +106%
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