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Axos Financial
AX

Overview Fund Activity

318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+9
Holders Change %
+2.91%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
48
Increased
96
Reduced
128
Closed
36
Calls
$48.6M
Puts
$71.4M
Net Calls
-$22.8M
Net Calls Change
-$1.96M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$19.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.3M
5
Millennium Management
5
Millennium Management
New York
$21M

Top Sellers

1
State Street
1
State Street
Massachusetts
$172M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.3M
5
WA
5
Wasatch Advisors
Utah
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
176
Point72 Asset Management
Connecticut
$621K +$34.9K +611 +6%
HW
177
Hancock Whitney
Mississippi
$617K -$95.6K -1,672 -13%
GLA
178
Great Lakes Advisors
Illinois
$599K +$514 +9 +0.1%
BAM
179
Bayview Asset Management
Florida
$572K +$286K +5,000 +100%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$571K – – –
PRC
181
Pearl River Capital
Michigan
$559K -$6.8K -119 -1%
SA
182
Sanctuary Advisors
Indiana
$551K +$551K +10,379 New
Cerity Partners
183
Cerity Partners
New York
$550K +$8.17K +143 +2%
CANY
184
Caxton Associates (New York)
New York
$523K -$424K -7,422 -45%
PA
185
Pinnacle Associates
New York
$520K – – –
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$507K – – –
VI
187
Versor Investments
New York
$503K +$503K +8,800 New
PFM
188
Premier Fund Managers
United Kingdom
$481K +$481K +8,721 New
ACM
189
Argent Capital Management
Missouri
$479K +$136K +2,375 +40%
ProShare Advisors
190
ProShare Advisors
Maryland
$477K -$149K -2,601 -24%
MOACM
191
Mutual of America Capital Management
New York
$476K -$22.3K -390 -4%
QCM
192
Quantinno Capital Management
New York
$465K +$9.09K +159 +2%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$463K +$86.6K +1,515 +23%
JF
194
Jump Financial
Illinois
$459K -$666K -11,649 -59%
HighTower Advisors
195
HighTower Advisors
Illinois
$458K -$2.44K -43 -0.5%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$438K +$94.2K +1,661 +27%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$421K -$7.43K -130 -2%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$418K +$48.3K +845 +13%
Stifel Financial
199
Stifel Financial
Missouri
$408K +$2.52K +44 +0.6%
AAS
200
Avantax Advisory Services
Texas
$406K +$406K +7,112 New
6 7
8
9 10