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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
Boston Partners
Massachusetts
$29.9M
2
American Century Companies
American Century Companies
Missouri
$131M
3
State Street
State Street
Massachusetts
$232M
4
EIP
Epoch Investment Partners
New York
$13.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.85M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$34.7M
2
BCM
Basswood Capital Management
New York
$0
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.3M
4
Bank of America
Bank of America
North Carolina
$3.54M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$1.67M -$65.4K -936 -4%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$1.67M +$739K +10,586 +80%
N
128
Numerai
California
$1.64M -$197K -2,816 -11%
BMSSC
129
B. Metzler seel. Sohn & Co
Germany
$1.61M -$214K -3,062 -12%
EGM
130
Engineers Gate Manager
New York
$1.58M +$624K +8,935 +65%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$1.56M – – –
Natixis Advisors
132
Natixis Advisors
Massachusetts
$1.52M +$54.8K +784 +4%
NSEDCP
133
NJ State Employees Deferred Compensation Plan
New Jersey
$1.47M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
134
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.47M +$1.47M +21,000 New
AC
135
Avenir Corporation
Virginia
$1.45M – – –
YCM
136
Yousif Capital Management
Michigan
$1.44M -$21.9K -314 -2%
AR
137
Advisory Research
Illinois
$1.42M +$577K +8,255 +68%
WAM
138
Wakefield Asset Management
Colorado
$1.4M -$6.22K -89 -0.4%
Comerica Bank
139
Comerica Bank
Texas
$1.36M -$21.4K -307 -2%
RI
140
Ridgewood Investments
New Jersey
$1.28M -$6.99K -100 -0.5%
MSRPS
141
Maryland State Retirement & Pension System
Maryland
$1.28M -$698 -10 -0.1%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$1.24M -$42.7K -612 -3%
SA
143
Sanctuary Advisors
Indiana
$1.21M -$231K -3,318 -16%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$348K -4,988 -23%
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$1.19M – – –
ACM
146
Aquatic Capital Management
Illinois
$1.18M +$357K +5,106 +43%
Victory Capital Management
147
Victory Capital Management
Texas
$1.16M +$46.9K +671 +4%
VI
148
Vestcor Inc
New Brunswick, Canada
$1.15M +$843K +12,073 +274%
ProShare Advisors
149
ProShare Advisors
Maryland
$1.15M +$354K +5,070 +45%
DTL
150
Dynamic Technology Lab
Singapore
$1.15M -$454K -6,506 -28%
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