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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 %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$1.14M – – –
EF
152
Empowered Funds
Pennsylvania
$1.14M +$251K +3,588 +28%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$1.14M -$101K -1,452 -8%
AB
154
Amalgamated Bank
New York
$1.12M +$559 +8 +0.1%
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$1.11M -$14K -200 -1%
ASRS
156
Arizona State Retirement System
Arizona
$1.1M +$8.38K +120 +0.8%
ETC
157
Exchange Traded Concepts
Oklahoma
$1.09M +$57.3K +820 +6%
CWM
158
CCG Wealth Management
California
$1.06M – – –
KK
159
KLP Kapitalforvaltning
Norway
$1.05M +$1.05M +15,100 New
II
160
Inspire Investing
Idaho
$994K +$109K +1,561 +12%
BAMF
161
BI Asset Management Fondsmaeglerselskab
Denmark
$981K +$28.4K +406 +3%
Simplex Trading
162
Simplex Trading
Illinois
$967K +$794K +11,378 +459%
Credit Agricole
163
Credit Agricole
France
$951K – – –
YIH
164
Y-Intercept (HK)
Hong Kong
$948K +$18.6K +266 +2%
Cerity Partners
165
Cerity Partners
New York
$946K +$138K +2,090 +17%
HighTower Advisors
166
HighTower Advisors
Illinois
$932K +$376K +5,380 +68%
KP
167
Keel Point
Alabama
$929K – – –
SIM
168
SummerHaven Investment Management
Connecticut
$921K – – –
BRWA
169
B. Riley Wealth Advisors
Florida
$896K -$2.2M -31,542 -71%
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$894K +$2.93K +42 +0.3%
MCP
171
Militia Capital Partners
Nevada
$838K +$838K +12,000 New
SCM
172
Sterling Capital Management
North Carolina
$835K +$97.9K +1,402 +13%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$813K +$813K +11,635 New
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$810K +$112K +1,600 +16%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$809K +$768 +11 +0.1%
5 6
7
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