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Axos Financial
AX

Overview Fund Activity

302 hedge funds and large institutions have $2.74B invested in Axos Financial in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 75 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+41
Holders Change %
+15.71%
% of All Funds
4.43%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
66
Increased
75
Reduced
121
Closed
21
Calls
$71.7M
Puts
$151M
Net Calls
-$79.1M
Net Calls Change
-$15.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$74.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
State Street
3
State Street
Massachusetts
$191M
4
Goldman Sachs
4
Goldman Sachs
New York
$43.4M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$20.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$33.8M
2
American Century Companies
2
American Century Companies
Missouri
$53M
3
BCM
3
Basswood Capital Management
New York
$14.7M
4
RI
4
Redwood Investments
Massachusetts
$4.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
201
Virtu Financial
New York
$380K +$380K +6,967 New
Osaic Holdings
202
Osaic Holdings
Arizona
$376K -$237K -4,332 -39%
Amundi
203
Amundi
France
$371K +$11.3K +209 +3%
FC
204
FORA Capital
Florida
$371K +$371K +6,788 New
Stifel Financial
205
Stifel Financial
Missouri
$365K -$548K -10,029 -60%
PA
206
Profund Advisors
Maryland
$359K +$359K +6,567 New
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$354K – – –
FP
208
Foundry Partners
Minnesota
$348K -$88.9K -1,628 -20%
AA
209
AlphaMark Advisors
Kentucky
$348K +$348K +6,379 New
WC
210
Waterloo Capital
Texas
$347K – – –
JIR
211
James Investment Research
Ohio
$337K – – –
CA
212
Clearstead Advisors
Ohio
$329K -$301K -5,506 -48%
AIP
213
Ameritas Investment Partners
Nebraska
$309K – – –
X
214
Xponance
Pennsylvania
$305K +$305K +5,586 New
CTC
215
Cetera Trust Company
Minnesota
$304K +$304K +5,565 New
CIM
216
CIM Investment Management
Pennsylvania
$298K – – –
ACM
217
Argent Capital Management
Missouri
$297K +$297K +5,432 New
CC
218
Corton Capital
Ontario, Canada
$292K +$292K +5,341 New
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$290K +$21.5K +394 +8%
TRCT
220
Tower Research Capital (TRC)
New York
$269K -$541K -9,913 -67%
Lido Advisors
221
Lido Advisors
California
$266K +$266K +4,878 New
CCP
222
Carmel Capital Partners
California
$262K +$219K +4,012 +508%
Massachusetts Financial Services
223
Massachusetts Financial Services
Massachusetts
$262K +$262K +4,799 New
CIA
224
Choate Investment Advisors
Massachusetts
$260K +$260K +4,759 New
Cerity Partners
225
Cerity Partners
New York
$260K +$260K +4,755 New
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