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Axos Financial

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
201
CIM Investment Management
Pennsylvania
$207K
I
202
InceptionR
California
$206K -$84.8K -2,240 -29%
AI
203
Atom Investors
Texas
$203K +$203K +5,352 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$186K -$3.03K -80 -2%
VI
205
Vestcor Inc
New Brunswick, Canada
$167K +$167K +4,405 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$165K -$2.38K -63 -1%
HT
207
Headlands Technologies
Illinois
$158K +$158K +4,186 New
BCM
208
Bourgeon Capital Management
Connecticut
$151K
EARNEST Partners
209
EARNEST Partners
Georgia
$136K
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$124K +$3.6K +95 +3%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$114K +$632 +17 +0.6%
CCM
212
CAAS Capital Management
New York
$102K +$102K +2,700 New
SPIA
213
Steward Partners Investment Advisory
New York
$94K +$10.8K +286 +13%
HNB
214
Huntington National Bank
Ohio
$87.5K +$2.65K +70 +3%
KBC Group
215
KBC Group
Belgium
$59K -$88.2K -2,340 -60%
OC
216
Oakworth Capital
Alabama
$49.4K
C
217
Covestor
United Kingdom
$49K +$12.5K +331 +34%
BTI
218
Blue Trust Inc
Georgia
$37K +$26.9K +686 +268%
SOW
219
State of Wyoming
Wyoming
$31.2K +$9.69K +256 +45%
AWM
220
Avior Wealth Management
Nebraska
$30.7K +$15.5K +410 +103%
CCP
221
Carmel Capital Partners
California
$29.9K +$29.9K +789 New
QL
222
Quarry LP
New York
$25.3K +$10.7K +283 +74%
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K +$714 +19 +3%
SO
224
STRS Ohio
Ohio
$18K +$18K +500 New
TPCW
225
TD Private Client Wealth
New York
$15.8K -$499K -13,174 -97%