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Axos Financial

348 hedge funds and large institutions have $2.96B invested in Axos Financial in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
43
Increased
116
Reduced
122
Closed
41
Calls
$18.2M
Puts
$23.7M
Net Calls
-$5.48M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Profund Advisors
Maryland
$288K -$184K -2,848 -39%
Creative Planning
227
Creative Planning
Kansas
$284K +$18.3K +283 +7%
CIM
228
CIM Investment Management
Pennsylvania
$278K -$6.65K -103 -2%
JG
229
Jain Global
New York
$273K +$57.9K +898 +27%
CAM
230
Cresset Asset Management
Illinois
$271K +$28.8K +447 +12%
JWCA
231
J.W. Cole Advisors
Florida
$268K +$268K +4,150 New
TC
232
TownSquare Capital
Utah
$265K +$34.6K +537 +15%
SW
233
SkyOak Wealth
Michigan
$263K -$39.7K -616 -13%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$261K
VWM
235
Venturi Wealth Management
Texas
$258K +$38.7K +600 +18%
VPIM
236
Vanguard Personalized Indexing Management
California
$256K +$256K +3,971 New
WIA
237
World Investment Advisors
California
$247K
VCA
238
Verdence Capital Advisors
Maryland
$245K +$245K +3,798 New
CGH
239
Crossmark Global Holdings
Texas
$245K -$2.26K -35 -0.9%
RBI
240
Raiffeisen Bank International
Austria
$244K +$52.9K +832 +28%
PCA
241
Pallas Capital Advisors
Massachusetts
$243K +$243K +3,768 New
FGP
242
Foyston, Gordon, & Payne
Ontario, Canada
$240K +$240K +3,721 New
Vontobel Holding
243
Vontobel Holding
Switzerland
$237K +$7.55K +117 +3%
MA
244
Mutual Advisors
Nebraska
$233K -$10.5K -168 -4%
VI
245
Vestcor Inc
New Brunswick, Canada
$233K -$830K -12,865 -78%
EARNEST Partners
246
EARNEST Partners
Georgia
$232K
QC
247
Quadrature Capital
United Kingdom
$228K -$292K -4,527 -56%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$227K
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$221K +$15.5K +241 +8%
VC
250
Vicus Capital
Pennsylvania
$219K +$219K +3,396 New