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Axos Financial
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$455M 8,329,879 -131,087 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$324M 5,933,947 -39,459 -0.7%
State Street
3
State Street
Massachusetts
$191M 3,501,675 +828,582 +31%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$149M 2,724,331 +134,266 +5%
Morgan Stanley
5
Morgan Stanley
New York
$83.4M 1,528,052 +853,610 +127%
DAM
6
Davis Asset Management
California
$81.9M 1,500,000 – –
Citadel Advisors
7
Citadel Advisors
Florida
$74.8M 1,369,263 +1,117,413 +444%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$62.6M 1,146,188 +28,683 +3%
WA
9
Wasatch Advisors
Utah
$58.3M 1,068,209 -141,277 -12%
American Century Companies
10
American Century Companies
Missouri
$53M 971,131 -424,584 -30%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$47M 860,237 +19,631 +2%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$46.8M 856,252 -1,619 -0.2%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$45.1M 825,667 -18,691 -2%
Goldman Sachs
14
Goldman Sachs
New York
$43.4M 795,381 +423,930 +114%
Northern Trust
15
Northern Trust
Illinois
$42M 769,182 -11,075 -1%
GCM
16
Geneva Capital Management
Wisconsin
$39.8M 728,143 +507 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$33.8M 619,880 -756,735 -55%
Charles Schwab
18
Charles Schwab
California
$33.5M 613,391 +10,716 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$29.5M 539,605 -22,290 -4%
SI
20
Shaker Investments
Ohio
$25.5M 467,532 -2,270 -0.5%
RHJA
21
Rice Hall James & Associates
California
$25M 457,692 -142,130 -24%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$22.8M 417,141 -224,921 -35%
Millennium Management
23
Millennium Management
New York
$22M 402,877 -191,271 -32%
Norges Bank
24
Norges Bank
Norway
$21.6M 395,108 -32,648 -8%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$20.6M 377,698 +292,126 +341%
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