We are live on ! Find out more
AX icon

Axos Financial

365 hedge funds and large institutions have $3.41B invested in Axos Financial in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

23% more call options, than puts

Call options by funds: $28M | Put options by funds: $22.7M

15% more capital invested

Capital invested by funds: $2.95B → $3.41B (+$452M)

4% more funds holding

Funds holding: 351365 (+14)

3% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 126

0.79% less ownership

Funds ownership: 80.25%79.46% (-0.79%)

Holders
365
Holders Change
+14
Holders Change %
+3.99%
% 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
52
Increased
130
Reduced
126
Closed
35
Calls
$28M
Puts
$22.7M
Net Calls
+$5.25M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Keebeck Wealth Management
Illinois
$406K +$361K +5,335 New
ECM
227
Everence Capital Management
Indiana
$405K
AIP
228
Ameritas Investment Partners
Nebraska
$405K -$13.9K -206 -4%
JF
229
Jump Financial
Illinois
$396K +$352K +5,211 New
N
230
Numerai
California
$389K +$12.4K +183 +4%
MA
231
Mutual Advisors
Nebraska
$380K +$51.7K +765 +21%
Osaic Holdings
232
Osaic Holdings
Arizona
$368K -$15.9K -235 -5%
JWCA
233
J.W. Cole Advisors
Florida
$357K +$36.5K +540 +13%
MCCP
234
Mission Creek Capital Partners
California
$352K
VWM
235
Venturi Wealth Management
Texas
$350K +$40.6K +600 +15%
FGP
236
Foyston, Gordon, & Payne
Ontario, Canada
$345K +$55.4K +820 +22%
GCM
237
Graham Capital Management
Connecticut
$337K +$300K +4,432 New
PCA
238
Pallas Capital Advisors
Massachusetts
$332K +$40.7K +602 +16%
Creative Planning
239
Creative Planning
Kansas
$328K -$6.15K -91 -2%
PA
240
Profund Advisors
Maryland
$321K -$16.6K -246 -6%
VT
241
Vise Technologies
New York
$319K +$284K +4,201 New
SW
242
SkyOak Wealth
Michigan
$310K
VCA
243
Verdence Capital Advisors
Maryland
$304K +$13.9K +206 +5%
WIA
244
World Investment Advisors
California
$299K +$7.77K +115 +3%
CGH
245
Crossmark Global Holdings
Texas
$289K +$270 +4 +0.1%
VPIM
246
Vanguard Personalized Indexing Management
California
$286K -$14.4K -213 -5%
SPIA
247
Steward Partners Investment Advisory
New York
$282K +$82.9K +1,227 +49%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$281K +$18.5K +273 +8%
Vontobel Holding
249
Vontobel Holding
Switzerland
$279K
HIS
250
Horizon Investment Services
Indiana
$279K +$248K +3,673 New

AX Hedge Fund Activity: Q2 2025 in Review

365 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2025, worth a combined $3.41B — up 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AX positions and 35 closed out — a net gain of 17 holders — while 130 added to existing stakes and 126 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $22.2M.

  • 365 institutional investors held Axos Financial (AX) as of Q2 2025, up from 351 in Q1 2025.
  • Funds reported $3.41B of Axos Financial stock for Q2 2025, up 15% quarter-over-quarter.
  • 52 funds opened new Axos Financial positions in Q2 2025 and 35 closed out, a net change of +17 holders.
  • The largest Axos Financial buyer in Q2 2025 was Millennium Management, an estimated $16.2M added.
  • The largest Axos Financial seller in Q2 2025 was BlackRock, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2025.