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Axos Financial
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Overview Fund Activity

350 hedge funds and large institutions have $3.3B invested in Axos Financial in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
53
Increased
125
Reduced
116
Closed
30
Calls
$44.6M
Puts
$54.1M
Net Calls
-$9.47M
Net Calls Change
+$9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$29.9M
2
American Century Companies
American Century Companies
Missouri
$131M
3
State Street
State Street
Massachusetts
$232M
4
EIP
Epoch Investment Partners
New York
$13.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.85M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$34.7M
2
BCM
Basswood Capital Management
New York
$0
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.3M
4
Bank of America
Bank of America
North Carolina
$3.54M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
201
Bryce Point Capital
New York
$511K +$511K +7,322 New
PA
202
Profund Advisors
Maryland
$511K +$97.2K +1,392 +24%
Stifel Financial
203
Stifel Financial
Missouri
$511K +$16.8K +241 +3%
AAS
204
Avantax Advisory Services
Texas
$497K +$3.35K +48 +0.7%
FAM
205
Fred Alger Management
New York
$494K +$494K +7,070 New
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$475K – – –
JIP
207
Jaffetilchin Investment Partners
Florida
$456K -$1.75K -25 -0.4%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$454K -$3.35K -48 -0.7%
Mariner
209
Mariner
Kansas
$447K +$38.1K +545 +9%
WC
210
Waterloo Capital
Texas
$444K – – –
CAG
211
Csenge Advisory Group
Florida
$442K +$157K +2,248 +55%
HSA
212
Hussman Strategic Advisors
Maryland
$440K +$440K +6,300 New
PD
213
Point72 (DIFC)
United Arab Emirates
$438K +$281K +4,021 +179%
JIR
214
James Investment Research
Ohio
$431K -$70 -1 -0%
Wolverine Trading
215
Wolverine Trading
Illinois
$420K -$342K -4,826 -45%
IC
216
IEQ Capital
California
$412K +$412K +5,894 New
AIP
217
Ameritas Investment Partners
Nebraska
$399K +$17.7K +254 +5%
SC
218
Savant Capital
Illinois
$387K -$34.1K -488 -8%
MWM
219
Moran Wealth Management
Florida
$387K +$387K +5,546 New
AA
220
ALPS Advisors
Colorado
$386K – – –
BHCM
221
Brevan Howard Capital Management
Jersey
$384K +$384K +5,500 New
FC
222
Farringdon Capital
United Kingdom
$374K +$374K +5,357 New
ECM
223
Everence Capital Management
Indiana
$372K -$228K -3,260 -38%
WB
224
WesBanco Bank
West Virginia
$370K – – –
OF
225
Optimize Financial
California
$369K +$369K +5,284 New
7 8
9
10 11