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Axos Financial

309 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
91
Reduced
124
Closed
35
Calls
$43.5M
Puts
$64.3M
Net Calls
-$20.8M
Net Calls Change
+$58.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
201
Waterloo Capital
Texas
$344K +$540 +10 +0.2%
PAS
202
Point72 Asia (Singapore)
Singapore
$343K +$254K +4,697 +283%
SC
203
Savant Capital
Illinois
$338K +$338K +6,261 New
JIR
204
James Investment Research
Ohio
$334K +$162 +3 +0%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$328K -$1.44M -26,738 -81%
ACM
206
Argent Capital Management
Missouri
$324K +$30.6K +567 +10%
YIH
207
Y-Intercept (HK)
Hong Kong
$316K +$316K +5,849 New
PA
208
Profund Advisors
Maryland
$314K -$40.5K -750 -11%
SG Americas Securities
209
SG Americas Securities
New York
$313K +$61.6K +1,142 +25%
Osaic Holdings
210
Osaic Holdings
Arizona
$313K -$59.8K -1,107 -16%
AIP
211
Ameritas Investment Partners
Nebraska
$305K
AA
212
AlphaMark Advisors
Kentucky
$301K -$43.3K -803 -13%
CIM
213
CIM Investment Management
Pennsylvania
$295K
FP
214
Foundry Partners
Minnesota
$295K -$49.3K -913 -14%
X
215
Xponance
Pennsylvania
$293K -$8.97K -166 -3%
Lido Advisors
216
Lido Advisors
California
$292K +$28K +518 +11%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$287K -$378 -7 -0.1%
DC
218
Diametric Capital
Massachusetts
$287K +$287K +5,308 New
CTC
219
Cetera Trust Company
Minnesota
$285K -$16.2K -300 -5%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$272K +$272K +5,025 New
MCCP
221
Mission Creek Capital Partners
California
$272K -$110K -2,035 -29%
ACI
222
Alpha Cubed Investments
California
$271K +$271K +5,020 New
BAM
223
Bayview Asset Management
Florida
$270K -$540K -10,000 -67%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$267K +$45.1K +835 +20%
CCP
225
Carmel Capital Partners
California
$259K