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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 %
IIM
101
INTECH Investment Management
Florida
$2.76M +$840K +12,026 +44%
ACM
102
Argent Capital Management
Missouri
$2.74M +$359K +5,142 +15%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$2.73M +$270K +3,861 +11%
SSA
104
Schonfeld Strategic Advisors
New York
$2.43M +$615K +8,807 +34%
FG
105
Formula Growth
Quebec, Canada
$2.35M – – –
MIM
106
MetLife Investment Management
New Jersey
$2.3M +$101K +1,450 +5%
LS
107
Livforsakringsbolaget Skandia
Sweden
$2.28M – – –
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.17M -$58.7K -840 -3%
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$2.17M +$84.3K +1,207 +4%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$2.17M +$1.15M +16,430 +112%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$2.14M -$12.8K -183 -0.6%
QT
112
Quantbot Technologies
New York
$2.14M -$3.12M -44,627 -59%
IMRF
113
Illinois Municipal Retirement Fund
Illinois
$2.09M +$13.7K +196 +0.7%
CF
114
Corebridge Financial
Texas
$2.03M -$158K -2,266 -7%
VHAM
115
Van Hulzen Asset Management
California
$2M +$91.6K +1,311 +5%
Lazard Asset Management
116
Lazard Asset Management
New York
$1.95M -$7.94M -113,704 -80%
Point72 Asset Management
117
Point72 Asset Management
Connecticut
$1.88M +$1.88M +26,961 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.84M -$506K -7,241 -22%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$1.84M -$171K -2,441 -8%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$1.83M – – –
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$1.83M – – –
FCM
122
Fieldview Capital Management
Michigan
$1.81M +$1.81M +25,866 New
NIG
123
NFJ Investment Group
Texas
$1.79M -$21.9K -314 -1%
LPL Financial
124
LPL Financial
California
$1.78M +$96.5K +1,381 +6%
Verition Fund Management
125
Verition Fund Management
Connecticut
$1.69M +$1.11M +15,877 +190%
3 4
5
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