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Axos Financial
AX

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 %
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$804K +$26.1K +374 +3%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$791K – – –
Federated Hermes
178
Federated Hermes
Pennsylvania
$789K -$221K -3,161 -22%
HW
179
Hancock Whitney
Mississippi
$782K +$18.9K +271 +2%
GCP
180
GSA Capital Partners
United Kingdom
$773K -$515K -7,373 -40%
AF
181
Aviso Financial
Ontario, Canada
$756K -$327K -4,682 -30%
Renaissance Technologies
182
Renaissance Technologies
New York
$746K -$6.85M -98,116 -90%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$737K -$272K -3,895 -27%
GLA
184
Great Lakes Advisors
Illinois
$731K -$5.73K -82 -0.8%
EC
185
EJF Capital
Virginia
$698K -$838 -12 -0.1%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$688K +$67.5K +967 +11%
Truist Financial
187
Truist Financial
North Carolina
$666K -$40.8K -584 -6%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$639K +$266K +3,810 +71%
PFM
189
Premier Fund Managers
United Kingdom
$618K – – –
QCM
190
Quantinno Capital Management
New York
$612K +$41.1K +588 +7%
PA
191
Pinnacle Associates
New York
$601K -$34.9K -500 -5%
BCM
192
Bayesian Capital Management
New York
$596K +$596K +8,527 New
AACP
193
Advantage Alpha Capital Partners
California
$592K +$67.1K +961 +13%
MOACM
194
Mutual of America Capital Management
New York
$574K +$5.38K +77 +0.9%
QC
195
Quadrature Capital
United Kingdom
$563K -$557K -7,975 -50%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$558K -$16.8K -241 -3%
X
197
Xponance
Pennsylvania
$558K +$167K +2,393 +43%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$555K +$54.9K +786 +11%
TRCT
199
Tower Research Capital (TRC)
New York
$541K +$132K +1,883 +32%
SGI
200
Summit Global Investments
Utah
$515K -$860K -12,309 -63%
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