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Axos Financial
AX

Overview Fund Activity

360 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, 126 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
+12
Holders Change %
+3.45%
% of All Funds
4.83%
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
126
Closed
35
Calls
$28M
Puts
$22.7M
Net Calls
+$5.25M
Net Calls Change
+$10.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$405K -$15.7K -206 -4%
JF
227
Jump Financial
Illinois
$396K +$396K +5,211 New
N
228
Numerai
California
$389K +$13.9K +183 +4%
MA
229
Mutual Advisors
Nebraska
$380K +$64.8K +765 +21%
JWCA
230
J.W. Cole Advisors
Florida
$357K +$41.1K +540 +13%
MCCP
231
Mission Creek Capital Partners
California
$352K – – –
VWM
232
Venturi Wealth Management
Texas
$350K +$45.6K +600 +15%
FGP
233
Foyston, Gordon, & Payne
Ontario, Canada
$345K +$62.4K +820 +22%
GCM
234
Graham Capital Management
Connecticut
$337K +$337K +4,432 New
PCA
235
Pallas Capital Advisors
Massachusetts
$332K +$45.8K +602 +16%
Creative Planning
236
Creative Planning
Kansas
$328K -$6.92K -91 -2%
PA
237
Profund Advisors
Maryland
$321K -$18.7K -246 -6%
VT
238
Vise Technologies
New York
$319K +$319K +4,201 New
SW
239
SkyOak Wealth
Michigan
$310K – – –
VCA
240
Verdence Capital Advisors
Maryland
$304K +$15.7K +206 +5%
WIA
241
World Investment Advisors
California
$299K +$8.75K +115 +3%
CGH
242
Crossmark Global Holdings
Texas
$289K +$304 +4 +0.1%
VPIM
243
Vanguard Personalized Indexing Management
California
$286K -$16.2K -213 -5%
SPIA
244
Steward Partners Investment Advisory
New York
$282K +$93.3K +1,227 +49%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$281K +$20.8K +273 +8%
Vontobel Holding
246
Vontobel Holding
Switzerland
$279K – – –
HIS
247
Horizon Investment Services
Indiana
$279K +$279K +3,673 New
VI
248
Vestcor Inc
New Brunswick, Canada
$275K – – –
EARNEST Partners
249
EARNEST Partners
Georgia
$274K – – –
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$268K – – –
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