We are live on ! Find out more
AX icon

Axos Financial
AX

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 238 → 251 (+13)

5% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 84

0.03% more ownership

Funds ownership: 78.35% → 78.38% (+0.03%)

4% less capital invested

Capital invested by funds: $1.68B → $1.61B (-$72.2M)

84% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $56.8M

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
+$14.2M
2
Millennium Management
Millennium Management
New York
+$13.8M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$6.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.94M
5
FAM
Fred Alger Management
New York
+$4.61M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$14.9M
2
WA
Wasatch Advisors
Utah
-$11.6M
3
State Street
State Street
Massachusetts
-$9.35M
4
OCM
Orchard Capital Management
Illinois
-$6.36M
5
RHJA
Rice Hall James & Associates
California
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$293M +$3.05M +75,256 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M +$3.25M +80,318 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$73.5M +$1.44M +35,534 +2%
State Street
4
State Street
Massachusetts
$71.2M -$9.35M -231,078 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$66M +$5.94M +146,838 +8%
Ameriprise
6
Ameriprise
Minnesota
$64.7M -$2.65M -65,465 -3%
WA
7
Wasatch Advisors
Utah
$47M -$11.6M -285,991 -17%
FAM
8
Fred Alger Management
New York
$40.2M +$4.61M +113,975 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.4M +$480K +11,869 +1%
GCM
10
Geneva Capital Management
Wisconsin
$32.7M +$1.47M +36,383 +4%
EIP
11
Epoch Investment Partners
New York
$31.5M -$670K -16,564 -2%
DAM
12
Davis Asset Management
California
$29.7M – – –
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M +$6.89M +170,348 +28%
Northern Trust
14
Northern Trust
Illinois
$26.7M +$8.22K +203 +0%
RHJA
15
Rice Hall James & Associates
California
$23M -$6.33M -156,310 -19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21.5M -$191K -4,727 -0.7%
Millennium Management
17
Millennium Management
New York
$21.3M +$13.8M +339,879 +120%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$20M -$229K -5,647 -1%
Norges Bank
19
Norges Bank
Norway
$18.8M +$1M +24,723 +5%
Morgan Stanley
20
Morgan Stanley
New York
$18.6M -$2.27M -56,126 -9%
Charles Schwab
21
Charles Schwab
California
$18.1M +$1.37M +33,958 +7%
PM
22
Pembroke Management
Quebec, Canada
$16.7M -$364K -8,987 -2%
N
23
Nuveen
North Carolina
$15.6M -$252K -6,226 -1%
SI
24
Shaker Investments
Ohio
$15.4M +$2.91K +72 +0%
BCM
25
Basswood Capital Management
New York
$15.3M -$3.69M -91,225 -17%
1
2 3 4 5

AX Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2022, worth a combined $1.61B — down 4.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AX positions and 18 closed out — a net gain of 16 holders — while 88 added to existing stakes and 84 trimmed.

The largest buyer was CCG Wealth Management, opening a new position worth an estimated $14.2M. The largest seller was Aberdeen Group, cutting an estimated $14.9M.

  • 251 institutional investors held Axos Financial (AX) as of Q3 2022, up from 238 in Q2 2022.
  • Funds reported $1.61B of Axos Financial stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 34 funds opened new Axos Financial positions in Q3 2022 and 18 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q3 2022 was CCG Wealth Management, an estimated $14.2M added.
  • The largest Axos Financial seller in Q3 2022 was Aberdeen Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2022.