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Axos Financial
AX

Overview Fund Activity

333 hedge funds and large institutions have $3B invested in Axos Financial in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
109
Reduced
115
Closed
39
Calls
$51M
Puts
$69.4M
Net Calls
-$18.5M
Net Calls Change
+$4.33M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$382M
2
WA
Wasatch Advisors
Utah
$72.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.6M
4
State Street
State Street
Massachusetts
$200M
5
Invesco
Invesco
Georgia
$28.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.7M
2
RHJA
Rice Hall James & Associates
California
$4.96M
3
Lazard Asset Management
Lazard Asset Management
New York
$8.91M
4
MGP
M&G plc
United Kingdom
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$4.42M -$1.95K -31 -0%
GC
77
Guggenheim Capital
Illinois
$4.1M +$37.5K +596 +0.9%
Canada Life
78
Canada Life
Manitoba, Canada
$3.91M +$62.5K +994 +2%
Wells Fargo
79
Wells Fargo
California
$3.89M +$1.33M +21,174 +52%
Squarepoint
80
Squarepoint
New York
$3.88M +$1.86M +29,601 +92%
KCM
81
Kennedy Capital Management
Missouri
$3.78M -$596K -9,483 -14%
First Trust Advisors
82
First Trust Advisors
Illinois
$3.6M -$821K -13,049 -19%
EIP
83
Epoch Investment Partners
New York
$3.53M +$835K +13,284 +31%
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
$3.38M +$1.33M +21,150 +65%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$3.22M -$97.7K -1,553 -3%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$3.14M -$183K -2,907 -5%
RG
87
Renaissance Group
Kentucky
$2.92M +$2.92M +46,491 New
QC
88
Quantedge Capital
Singapore
$2.89M +$528K +8,400 +22%
AA
89
Axiom Advisory
California
$2.84M +$44.4K +676 +2%
BRWA
90
B. Riley Wealth Advisors
Florida
$2.71M -$1.35K -22 -0%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$2.69M +$21.9K +348 +0.8%
CSS
92
Cubist Systematic Strategies
Connecticut
$2.64M +$2.39M +38,083 +977%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$2.61M +$1.75M +27,792 +202%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$2.6M +$2.6M +41,299 New
CIS
95
Connors Investor Services
Pennsylvania
$2.56M -$59.5K -946 -2%
Jane Street
96
Jane Street
New York
$2.47M -$2.57M -40,793 -51%
Deutsche Bank
97
Deutsche Bank
Germany
$2.39M +$546K +8,685 +30%
JFG
98
Jefferies Financial Group
New York
$2.38M +$2.38M +37,800 New
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$2.28M +$447K +7,109 +24%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$2.22M +$66.1K +1,051 +3%
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4
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