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Axos Financial
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Overview Fund Activity

238 hedge funds and large institutions have $1.68B invested in Axos Financial in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-11
Holders Change %
-4.42%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
85
Reduced
81
Closed
36
Calls
$7.64M
Puts
$84.2M
Net Calls
-$76.6M
Net Calls Change
-$62.9M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.9M
2
BCM
2
Basswood Capital Management
New York
$19.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.35M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$16.6M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$485K
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$6.81M
3
BlackRock
3
BlackRock
New York
$304M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$19K +$17.1K +484 +896%
PP
202
PrairieView Partners
Minnesota
$14K – – –
TWA
203
TCI Wealth Advisors
Arizona
$14K +$6.72K +191 +92%
AWM
204
Avior Wealth Management
Nebraska
$14K +$14K +400 New
PA
205
Parallel Advisors
California
$13K – – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$13K +$213 +6 +2%
CCM
207
Chilton Capital Management
Texas
$12K +$12K +326 New
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
HNB
209
Huntington National Bank
Ohio
$11K +$11K +317 +31,700%
ED
210
Exane Derivatives
France
$10.1K -$14.5K -404 -59%
GRP
211
Global Retirement Partners
California
$10K +$300 +8 +3%
FGAM
212
Financial Gravity Asset Management
Texas
$6.01K -$1.67K -220 -22%
FHA
213
First Horizon Advisors
Tennessee
$6K -$3.84K -112 -39%
S
214
SignatureFD
Georgia
$6K -$338 -9 -5%
QCG
215
Quadrant Capital Group
Ohio
$6K -$199 -6 -3%
AAP
216
Arax Advisory Partners
Colorado
$6K – – –
TWC
217
TD Waterhouse Canada
Ontario, Canada
$4.33K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
UB
219
UMB Bank
Missouri
$4K – – –
TC
220
Truvestments Capital
Florida
$4K +$4K +110 New
TCCM
221
Timber Creek Capital Management
Massachusetts
$3K – – –
LC
222
Lindbrook Capital
California
$3K – – –
MAM
223
Meeder Asset Management
Ohio
$2K -$2.31K -67 -54%
JWA
224
JFS Wealth Advisors
Pennsylvania
$2K +$444 +10 +29%
FPS
225
Fieldpoint Private Securities
Connecticut
$1K -$8.25K -330 -89%
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