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Axos Financial
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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 %
AF
151
Aviso Financial
Ontario, Canada
$975K -$41.2K -655 -4%
CWM
152
CCG Wealth Management
California
$956K -$2.45M -39,000 -72%
ETC
153
Exchange Traded Concepts
Oklahoma
$931K -$140K -2,224 -13%
Balyasny Asset Management
154
Balyasny Asset Management
Illinois
$919K +$919K +14,621 New
Federated Hermes
155
Federated Hermes
Pennsylvania
$909K +$901K +14,322 +10,230%
TD Asset Management
156
TD Asset Management
Ontario, Canada
$900K +$900K +14,443 New
EGM
157
Engineers Gate Manager
New York
$860K +$169K +2,685 +24%
BAMF
158
BI Asset Management Fondsmaeglerselskab
Denmark
$858K -$53.2K -846 -6%
Credit Agricole
159
Credit Agricole
France
$856K +$856K +13,610 New
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$836K -$620K -9,862 -43%
YIH
161
Y-Intercept (HK)
Hong Kong
$836K +$836K +13,301 New
KP
162
Keel Point
Alabama
$836K – – –
TSS
163
Two Sigma Securities
New York
$829K -$591K -9,402 -42%
SIM
164
SummerHaven Investment Management
Connecticut
$829K -$281K -4,465 -25%
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$802K +$26.2K +416 +3%
EF
166
Empowered Funds
Pennsylvania
$800K +$800K +12,718 New
II
167
Inspire Investing
Idaho
$796K +$796K +12,662 New
Cerity Partners
168
Cerity Partners
New York
$770K +$165K +2,619 +27%
AR
169
Advisory Research
Illinois
$758K +$758K +12,060 New
ACM
170
Aquatic Capital Management
Illinois
$742K -$409K -6,500 -36%
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$727K +$40.4K +643 +6%
ProShare Advisors
172
ProShare Advisors
Maryland
$716K +$191K +3,044 +36%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$716K -$51.9K -826 -7%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$712K -$15.1K -240 -2%
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$700K -$311K -4,942 -31%
5 6
7
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