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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 %
STB
76
S&T Bank
Pennsylvania
$5.38M -$731K -10,466 -12%
Wells Fargo
77
Wells Fargo
California
$4.95M +$634K +9,082 +15%
AllianceBernstein
78
AllianceBernstein
Tennessee
$4.95M +$37.2K +532 +0.8%
KCM
79
Kennedy Capital Management
Missouri
$4.64M +$439K +6,292 +10%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$4.56M -$958K -13,577 -17%
Canada Life
81
Canada Life
Manitoba, Canada
$4.22M -$122K -1,754 -3%
RG
82
Renaissance Group
Kentucky
$3.62M +$368K +5,269 +11%
NAAA
83
New Age Alpha Advisors
New York
$3.61M +$3.61M +51,623 New
Bank of America
84
Bank of America
North Carolina
$3.54M -$13.1M -187,037 -79%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$3.54M -$41.3K -591 -1%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$3.52M +$29.8K +427 +0.9%
CSS
87
Cubist Systematic Strategies
Connecticut
$3.49M +$557K +7,977 +19%
ECM
88
ExodusPoint Capital Management
New York
$3.48M +$3.48M +49,753 New
EP
89
Edgestream Partners
New Jersey
$3.46M -$3.85M -55,130 -53%
HF
90
HRT Financial
New York
$3.38M +$3.38M +48,418 New
VanEck Associates
91
VanEck Associates
New York
$3.35M +$3.35M +47,951 New
TI
92
Trexquant Investment
Connecticut
$3.07M +$1.85M +26,485 +152%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$3.03M +$503K +7,203 +20%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$3.01M +$19.5K +279 +0.7%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$2.92M +$1.05M +15,000 +56%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$2.9M -$1.47K -21 -0.1%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$2.85M -$39.4K -564 -1%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$2.84M +$680K +9,738 +31%
CIS
99
Connors Investor Services
Pennsylvania
$2.81M -$35.6K -510 -1%
TC
100
TwinBeech Capital
New York
$2.79M +$2.56M +36,625 +1,107%
2 3
4
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