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Axos Financial
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Overview Fund Activity

350 hedge funds and large institutions have $3.3B invested in Axos Financial in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 30 closing their positions.

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
53
Increased
125
Reduced
116
Closed
30
Calls
$44.6M
Puts
$54.1M
Net Calls
-$9.47M
Net Calls Change
+$9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$29.9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$16.5M
3
American Century Companies
3
American Century Companies
Missouri
$131M
4
State Street
4
State Street
Massachusetts
$232M
5
EIP
5
Epoch Investment Partners
New York
$13.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.7M
2
BCM
2
Basswood Capital Management
New York
$0
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.3M
4
Bank of America
4
Bank of America
North Carolina
$3.54M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$579M 8,289,215 -63,376 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$428M 6,129,602 +49,695 +0.8%
State Street
3
State Street
Massachusetts
$232M 3,327,720 +149,012 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$180M 2,579,398 -40,169 -2%
American Century Companies
5
American Century Companies
Missouri
$131M 1,874,779 +163,952 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$104M 1,488,259 +43,503 +3%
DAM
7
Davis Asset Management
California
$102M 1,457,219 -42,781 -3%
WA
8
Wasatch Advisors
Utah
$73.9M 1,057,576 -97,161 -8%
Northern Trust
9
Northern Trust
Illinois
$51.9M 742,837 +33,207 +5%
Morgan Stanley
10
Morgan Stanley
New York
$49.2M 704,632 +10,038 +1%
GCM
11
Geneva Capital Management
Wisconsin
$48.9M 699,900 -8,620 -1%
Goldman Sachs
12
Goldman Sachs
New York
$47.3M 677,687 +49,370 +8%
Ameriprise
13
Ameriprise
Minnesota
$47.3M 677,546 +54,238 +9%
Charles Schwab
14
Charles Schwab
California
$46.9M 671,123 -1,719 -0.3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$44.8M 641,251 -164,557 -20%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$43.2M 618,545 -96,301 -13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$34.7M 496,419 -266,010 -35%
Invesco
18
Invesco
Georgia
$33.8M 484,561 +31,530 +7%
EA
19
Emerald Advisers
Pennsylvania
$33.5M 479,120 -26,424 -5%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$30.7M 439,734 -13,691 -3%
Boston Partners
21
Boston Partners
Massachusetts
$29.9M 427,085 +427,085 New
SI
22
Shaker Investments
Ohio
$29.8M 426,031 -13,622 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$28.7M 410,881 -43,117 -9%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$28.7M 410,590 +128,932 +46%
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.3M 404,939 -209,399 -34%
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