AX icon

Axos Financial

260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+4
Holders Change %
+1.56%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
78
Reduced
104
Closed
33
Calls
$7.65M
Puts
$32.6M
Net Calls
-$24.9M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
151
TD Private Client Wealth
New York
$536K +$494K +12,536 +1,188%
DFCM
152
Dark Forest Capital Management
Puerto Rico
$530K +$530K +13,445 New
M1FG
153
Mach-1 Financial Group
Arkansas
$522K +$522K +13,246 New
VI
154
Versor Investments
New York
$515K +$199K +5,051 +63%
XT
155
XTX Topco
Cayman Islands
$504K +$504K +12,781 New
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$498K -$552 -14 -0.1%
Axa
157
Axa
France
$489K -$2.89M -73,300 -86%
BFM
158
Boothbay Fund Management
New York
$457K -$3.27M -82,998 -88%
Stifel Financial
159
Stifel Financial
Missouri
$453K -$161K -4,078 -26%
Creative Planning
160
Creative Planning
Kansas
$448K +$111K +2,824 +33%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$442K +$201K +5,108 +84%
NYLIM
162
New York Life Investment Management
New York
$440K -$49.1K -1,246 -10%
GCP
163
GSA Capital Partners
United Kingdom
$430K +$145K +3,687 +51%
JIP
164
Jaffetilchin Investment Partners
Florida
$430K
MOACM
165
Mutual of America Capital Management
New York
$405K -$28.4K -721 -7%
GS
166
GTS Securities
New York
$401K +$401K +10,176 New
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$394K
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$387K -$160K -4,068 -29%
FP
169
Foundry Partners
Minnesota
$384K -$107K -2,725 -22%
VF
170
Virtu Financial
New York
$369K +$369K +9,344 New
PA
171
Pinnacle Associates
New York
$359K
ProShare Advisors
172
ProShare Advisors
Maryland
$346K +$22.5K +570 +7%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$335K
AA
174
ALPS Advisors
Colorado
$333K +$2.56K +65 +0.8%
ECM
175
Everence Capital Management
Indiana
$325K