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Axos Financial
AX

Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$244M
2
BlackRock
BlackRock
New York
$338M
3
Goldman Sachs
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
DAM
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
Fred Alger Management
New York
$41.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
201
Essex Investment Management
Massachusetts
$22K – – –
C
202
Covestor
United Kingdom
$16K +$15.8K +405 +6,750%
TWA
203
TCI Wealth Advisors
Arizona
$15.4K – – –
AWM
204
Avior Wealth Management
Nebraska
$15.3K – – –
PP
205
PrairieView Partners
Minnesota
$15K – – –
T
206
TOBAM
France
$15K +$9.81K +261 +189%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$13.5K – – –
PA
208
Parallel Advisors
California
$13.4K -$420 -11 -3%
BAM
209
Belpointe Asset Management
Nevada
$11.8K +$11.8K +310 New
AAG
210
Armstrong Advisory Group
Massachusetts
$11.2K +$11.2K +292 New
ACM
211
Aquatic Capital Management
Illinois
$11K -$260K -7,100 -96%
GRP
212
Global Retirement Partners
California
$10.4K – – –
FHA
213
First Horizon Advisors
Tennessee
$6.73K – – –
AAP
214
Arax Advisory Partners
Colorado
$6.65K – – –
S
215
SignatureFD
Georgia
$6.12K – – –
First Manhattan
216
First Manhattan
New York
$5.16K +$5.16K +135 New
TWC
217
TD Waterhouse Canada
Ontario, Canada
$5.04K +$115 +3 +2%
UB
218
UMB Bank
Missouri
$4K – – –
QCG
219
Quadrant Capital Group
Ohio
$3.98K -$3.25K -85 -45%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3.82K -$10.5K -276 -73%
LC
221
Lindbrook Capital
California
$3.02K – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$2.29K +$268 +7 +13%
RBC
223
Romano Brothers & Co
Illinois
$2.29K +$2.29K +60 New
FGAM
224
Financial Gravity Asset Management
Texas
$1.76K -$29.8K -642 -94%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.49K +$153 +4 +11%
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