AX icon

Axos Financial
AX

Overview Fund Activity

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.

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

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.54M
3
FCM
3
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
4
Millennium Management
New York
$22.5M
5
GCM
5
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
EIP
2
Epoch Investment Partners
New York
$0
3
State Street
3
State Street
Massachusetts
$101M
4
WA
4
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$320M 8,460,966 +24,394 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$226M 5,973,406 -270,481 -4%
State Street
3
State Street
Massachusetts
$101M 2,673,093 -293,285 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98.1M 2,590,065 +30,052 +1%
DAM
5
Davis Asset Management
California
$56.8M 1,500,000 +75,000 +5%
American Century Companies
6
American Century Companies
Missouri
$52.8M 1,395,715 +843,606 +153%
Ameriprise
7
Ameriprise
Minnesota
$52.1M 1,376,615 +74,649 +6%
WA
8
Wasatch Advisors
Utah
$45.8M 1,209,486 -278,856 -19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$42.3M 1,117,505 +45,011 +4%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$32.5M 857,871 +116,365 +16%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$32M 844,358 -4,237 -0.5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$31.8M 840,606 -42,587 -5%
Northern Trust
13
Northern Trust
Illinois
$29.5M 780,257 +222 +0%
GCM
14
Geneva Capital Management
Wisconsin
$27.5M 727,636 +186,343 +34%
Morgan Stanley
15
Morgan Stanley
New York
$25.5M 674,442 -5,420 -0.8%
BCM
16
Basswood Capital Management
New York
$25.3M 668,498 +125,736 +23%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$24.3M 642,062 +56,634 +10%
Charles Schwab
18
Charles Schwab
California
$22.8M 602,675 +22,253 +4%
RHJA
19
Rice Hall James & Associates
California
$22.7M 599,822 -11,342 -2%
Millennium Management
20
Millennium Management
New York
$22.5M 594,148 +203,707 +52%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$21.3M 561,895 -22,404 -4%
SI
22
Shaker Investments
Ohio
$17.8M 469,802 +2,707 +0.6%
Norges Bank
23
Norges Bank
Norway
$16.2M 427,756 -47,021 -10%
Goldman Sachs
24
Goldman Sachs
New York
$14.1M 371,451 -141,247 -28%
RI
25
Redwood Investments
Massachusetts
$13.9M 366,137 -27,699 -7%
1
2 3 4 5