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Axos Financial
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Overview Fund Activity

333 hedge funds and large institutions have $3B invested in Axos Financial in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 39 closing their positions.

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
109
Reduced
115
Closed
39
Calls
$51M
Puts
$69.4M
Net Calls
-$18.5M
Net Calls Change
+$4.33M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$382M
2
WA
2
Wasatch Advisors
Utah
$72.6M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$12.6M
4
State Street
4
State Street
Massachusetts
$200M
5
Invesco
5
Invesco
Georgia
$28.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.7M
2
RHJA
2
Rice Hall James & Associates
California
$4.96M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$8.91M
4
MGP
4
M&G plc
United Kingdom
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$44.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$525M 8,352,591 +158,992 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$382M 6,079,907 +513,945 +9%
State Street
3
State Street
Massachusetts
$200M 3,178,708 +164,997 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$165M 2,619,567 -33,800 -1%
American Century Companies
5
American Century Companies
Missouri
$108M 1,710,827 +161,079 +10%
DAM
6
Davis Asset Management
California
$94.3M 1,500,000 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$90.9M 1,444,756 +91,797 +7%
WA
8
Wasatch Advisors
Utah
$72.6M 1,154,737 +292,952 +34%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$50.7M 805,808 +4 +0%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$47.9M 762,429 -64,629 -8%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$44.9M 714,846 -138,196 -16%
Northern Trust
12
Northern Trust
Illinois
$44.6M 709,630 +6,837 +1%
GCM
13
Geneva Capital Management
Wisconsin
$44.6M 708,520 +1,976 +0.3%
Morgan Stanley
14
Morgan Stanley
New York
$43.7M 694,594 +20,300 +3%
Charles Schwab
15
Charles Schwab
California
$42.3M 672,842 -8,545 -1%
Goldman Sachs
16
Goldman Sachs
New York
$39.5M 628,317 +1,926 +0.3%
Ameriprise
17
Ameriprise
Minnesota
$39.2M 623,308 +79,600 +15%
JFL
18
Jarislowsky, Fraser Ltd
Quebec, Canada
$38.6M 614,338 -19,703 -3%
EA
19
Emerald Advisers
Pennsylvania
$31.8M 505,544 +63,458 +14%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$29.5M 469,471 +3,054 +0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.5M 453,998 -46,485 -9%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$28.5M 453,425 +39,091 +9%
Invesco
23
Invesco
Georgia
$28.5M 453,031 +162,598 +56%
SI
24
Shaker Investments
Ohio
$27.6M 439,653 -20,347 -4%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$26.8M 426,743 -15,604 -4%
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