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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$117K -$12.7K -345 -10%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$105K +$24K +649 +29%
ST
203
Sageworth Trust
Pennsylvania
$79.7K – – –
T
204
TOBAM
France
$68K +$53.3K +1,446 +362%
SPIA
205
Steward Partners Investment Advisory
New York
$63.7K – – –
US Bancorp
206
US Bancorp
Minnesota
$51.8K -$39.7K -1,076 -43%
OC
207
Oakworth Capital
Alabama
$48.2K – – –
QL
208
Quarry LP
New York
$46.2K +$15.7K +426 +52%
HNB
209
Huntington National Bank
Ohio
$40.9K +$3.25K +88 +9%
TPCW
210
TD Private Client Wealth
New York
$39K +$39K +1,055 New
SOW
211
State of Wyoming
Wyoming
$29.7K -$12.1K -327 -29%
C
212
Covestor
United Kingdom
$29K +$13.6K +363 +88%
MFT
213
Moisand Fitzgerald Tamayo
Florida
$24.6K +$24.6K +666 New
Ohio Public Employees Retirement System (OPERS)
214
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K +$1.02K +27 +4%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$23K -$29.8K -806 -56%
EIM
216
Essex Investment Management
Massachusetts
$21.3K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$19.9K +$6.87K +186 +53%
TWA
218
TCI Wealth Advisors
Arizona
$14.8K – – –
AWM
219
Avior Wealth Management
Nebraska
$14.8K – – –
PP
220
PrairieView Partners
Minnesota
$14K – – –
PA
221
Parallel Advisors
California
$13K – – –
MSFP
222
Mark Sheptoff Financial Planning
Connecticut
$12.9K -$12.9K -350 -50%
FHA
223
First Horizon Advisors
Tennessee
$12.3K +$5.76K +156 +89%
BAM
224
Belpointe Asset Management
Nevada
$11.4K – – –
Nomura Asset Management
225
Nomura Asset Management
Japan
$11.4K +$11.4K +310 New
7 8
9
10 11