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Axos Financial
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Overview Fund Activity

358 hedge funds and large institutions have $3.4B invested in Axos Financial in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 124 reducing their positions, and 35 closing their positions.

Holders
358
Holders Change
+10
Holders Change %
+2.87%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
51
Increased
128
Reduced
124
Closed
35
Calls
$21.8M
Puts
$14.2M
Net Calls
+$7.6M
Net Calls Change
+$13.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.2M
2
American Century Companies
2
American Century Companies
Missouri
$181M
3
BFM
3
Boothbay Fund Management
New York
$9.64M
4
EP
4
Edgestream Partners
New Jersey
$12.6M
5
AG
5
Algert Global
California
$23.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$606M
2
State Street
2
State Street
Massachusetts
$202M
3
VC
3
Voss Capital
Texas
$0
4
EIP
4
Epoch Investment Partners
New York
$3.45M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$606M 7,963,974 -329,107 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$452M 5,939,919 -84,499 -1%
State Street
3
State Street
Massachusetts
$202M 2,652,478 -272,644 -9%
American Century Companies
4
American Century Companies
Missouri
$181M 2,378,121 +226,892 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$177M 2,327,530 -121,840 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$116M 1,521,624 -24,384 -2%
DAM
7
Davis Asset Management
California
$111M 1,457,219 – –
WA
8
Wasatch Advisors
Utah
$69.1M 909,055 -105,001 -10%
Ameriprise
9
Ameriprise
Minnesota
$56.3M 740,652 +58,774 +9%
GCM
10
Geneva Capital Management
Wisconsin
$56.2M 739,374 +42,126 +6%
Northern Trust
11
Northern Trust
Illinois
$51.7M 679,663 -50,472 -7%
Charles Schwab
12
Charles Schwab
California
$49M 644,574 -13,208 -2%
Morgan Stanley
13
Morgan Stanley
New York
$45.6M 599,903 -6,030 -1%
EA
14
Emerald Advisers
Pennsylvania
$42.1M 553,591 +20,005 +4%
NL
15
Nuveen LLC
North Carolina
$39.4M 517,848 -28,342 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$36.7M 483,001 -118,528 -20%
SI
17
Shaker Investments
Ohio
$31.2M 410,372 -12,706 -3%
Millennium Management
18
Millennium Management
New York
$30.2M 396,654 +239,033 +152%
Boston Partners
19
Boston Partners
Massachusetts
$29.6M 381,931 -122,884 -24%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.4M 386,660 +3,365 +0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.2M 384,503 -9,641 -2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$28.7M 377,066 -13 -0%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$27.8M 364,970 -64,928 -15%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.7M 364,026 – –
BFA
25
Bragg Financial Advisors
North Carolina
$26.9M 354,072 +122 +0%
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