AX icon

Axos Financial

245 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
74
Reduced
82
Closed
25
Calls
$3.03M
Puts
$620K
Net Calls
+$2.41M
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$69K +$2.08K +37 +3%
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$67K
SO
203
STRS Ohio
Ohio
$61K +$61K +1,100 New
SWA
204
Sutton Wealth Advisors
Florida
$51.5K +$671 +12 +1%
Macquarie Group
205
Macquarie Group
Australia
$47K
IA
206
IFP Advisors
Florida
$46K -$678 -14 -1%
PP
207
PrairieView Partners
Minnesota
$22K
CWS
208
Confluence Wealth Services
Pennsylvania
$22K +$22K +411 New
NCA
209
New Century Advisors
Maryland
$21K +$21K +380 New
PA
210
Parallel Advisors
California
$20K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$20K +$11.1K +200 +125%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K
FHA
213
First Horizon Advisors
Tennessee
$16K
CCM
214
Chilton Capital Management
Texas
$16K +$16K +284 New
TWA
215
TCI Wealth Advisors
Arizona
$13K +$1.04K +18 +9%
FGAM
216
Financial Gravity Asset Management
Texas
$12K +$10.3K +1,292 +587%
S
217
SignatureFD
Georgia
$12K -$273 -5 -2%
STCOSD
218
Sageworth Trust Company of South Dakota
South Dakota
$12K +$12K +217 New
FPS
219
Fieldpoint Private Securities
Connecticut
$11K
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$11K +$11K +190 New
AAP
221
Arax Advisory Partners
Colorado
$10K
QCG
222
Quadrant Capital Group
Ohio
$10K
SPIA
223
Steward Partners Investment Advisory
New York
$7K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$6K
TC
225
Truvestments Capital
Florida
$6K