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Axos Financial
384 hedge funds and large institutions have $4.05B invested in Axos Financial in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 134 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2.98% more ownership
Funds ownership: 81.11% → 84.09% (+3%)
2% more funds holding
Funds holding: 378 → 384 (+6)
8% more call options, than puts
Call options by funds: $15M | Put options by funds: $14M
6% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 134
2% more capital invested
Capital invested by funds: $3.96B → $4.05B (+$89.5M)
Holders
384
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
49
Increased
142
Reduced
134
Closed
33
Calls
$15M
Puts
$14M
Net Calls
+$1.08M
Net Calls Change
+$1.17M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$31.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$27.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$16.7M |
Top Sellers
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$14.4M |
| 2 |
AG
Algert Global
San Francisco,
California
|
-$14.1M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$12.8M |
| 4 |
EP
Edgestream Partners
Princeton,
New Jersey
|
-$12.6M |
| 5 |
Millennium Management
New York
|
-$12.5M |
