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Axos Financial
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Overview Fund Activity

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.

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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.1M
2
American Century Companies
2
American Century Companies
Missouri
$66.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
MGP
5
M&G plc
United Kingdom
$8.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Millennium Management
3
Millennium Management
New York
$9.55M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
5
State Street
Massachusetts
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$447M 8,265,413 -64,466 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M 5,870,571 -63,376 -1%
State Street
3
State Street
Massachusetts
$180M 3,326,617 -175,058 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$145M 2,685,234 -39,097 -1%
DAM
5
Davis Asset Management
California
$81.1M 1,500,000 – –
Citadel Advisors
6
Citadel Advisors
Florida
$73.6M 1,361,962 -7,301 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$68.8M 1,273,728 +127,540 +11%
American Century Companies
8
American Century Companies
Missouri
$66.4M 1,228,254 +257,123 +26%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$58M 1,073,295 +213,058 +25%
WA
10
Wasatch Advisors
Utah
$56.2M 1,040,022 -28,187 -3%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$46.4M 858,934 +2,682 +0.3%
GCM
12
Geneva Capital Management
Wisconsin
$39.1M 723,960 -4,183 -0.6%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$39.1M 722,646 +507,696 +236%
Northern Trust
14
Northern Trust
Illinois
$38.6M 714,215 -54,967 -7%
Morgan Stanley
15
Morgan Stanley
New York
$37M 684,547 -843,505 -55%
Charles Schwab
16
Charles Schwab
California
$36.9M 683,266 +69,875 +11%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$35.2M 651,835 -173,832 -21%
Ameriprise
18
Ameriprise
Minnesota
$31.8M 588,369 -31,511 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$27.6M 510,992 -28,613 -5%
SI
20
Shaker Investments
Ohio
$25.2M 466,277 -1,255 -0.3%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$25.1M 463,915 +46,774 +11%
EA
22
Emerald Advisers
Pennsylvania
$24.7M 457,424 +100,899 +28%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$23.9M 441,778 +64,080 +17%
RHJA
24
Rice Hall James & Associates
California
$21M 388,256 -69,436 -15%
BFA
25
Bragg Financial Advisors
North Carolina
$19.4M 358,528 +1,340 +0.4%
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