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Axos Financial
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Overview Fund Activity

318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 36 closing their positions.

Holders
318
Holders Change
+9
Holders Change %
+2.91%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
48
Increased
96
Reduced
128
Closed
36
Calls
$48.6M
Puts
$71.4M
Net Calls
-$22.8M
Net Calls Change
-$1.96M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$19.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.3M
5
Millennium Management
5
Millennium Management
New York
$21M

Top Sellers

1
State Street
1
State Street
Massachusetts
$172M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.3M
5
WA
5
Wasatch Advisors
Utah
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$468M 8,193,599 -71,814 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M 5,565,962 -304,609 -5%
State Street
3
State Street
Massachusetts
$172M 3,013,711 -312,906 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$152M 2,653,367 -31,867 -1%
American Century Companies
5
American Century Companies
Missouri
$88.6M 1,549,748 +321,494 +26%
DAM
6
Davis Asset Management
California
$85.7M 1,500,000 – –
Citadel Advisors
7
Citadel Advisors
Florida
$79M 1,381,902 +19,940 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$77.3M 1,352,959 +79,231 +6%
WA
9
Wasatch Advisors
Utah
$49.3M 861,785 -178,237 -17%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$48.8M 853,042 -5,892 -0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$47.3M 827,058 -246,237 -23%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$46.1M 805,804 +83,158 +12%
GCM
13
Geneva Capital Management
Wisconsin
$40.4M 706,544 -17,416 -2%
Northern Trust
14
Northern Trust
Illinois
$40.2M 702,793 -11,422 -2%
Charles Schwab
15
Charles Schwab
California
$38.9M 681,387 -1,879 -0.3%
Morgan Stanley
16
Morgan Stanley
New York
$38.5M 674,294 -10,253 -1%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$36.2M 634,041 -17,794 -3%
Goldman Sachs
18
Goldman Sachs
New York
$35.8M 626,391 +298,592 +91%
Ameriprise
19
Ameriprise
Minnesota
$31.1M 543,708 -44,661 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$28.6M 500,483 -10,509 -2%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$26.7M 466,417 +24,639 +6%
SI
22
Shaker Investments
Ohio
$26.3M 460,000 -6,277 -1%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$25.3M 442,347 +214,807 +94%
EA
24
Emerald Advisers
Pennsylvania
$25.3M 442,086 -15,338 -3%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$23.7M 414,334 -49,581 -11%
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