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Axos Financial
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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 %
Osaic Holdings
251
Osaic Holdings
Arizona
$268K -$88.5K -1,263 -25%
ET
252
Entropy Technologies
New York
$266K +$266K +3,500 New
SO
253
STRS Ohio
Ohio
$259K +$30.4K +400 +13%
HWM
254
Hohimer Wealth Management
Washington
$258K +$258K +3,393 New
ATPW
255
Ashton Thomas Private Wealth
Arizona
$247K -$3.35K -44 -1%
BCM
256
Bourgeon Capital Management
Connecticut
$243K – – –
Simplex Trading
257
Simplex Trading
Illinois
$235K +$235K +3,101 New
CCM
258
Coldstream Capital Management
Washington
$227K +$217K +2,859 +2,216%
MFG
259
Merit Financial Group
Georgia
$219K +$219K +2,881 New
Neuberger Berman Group
260
Neuberger Berman Group
New York
$218K -$18.6K -245 -8%
HNB
261
Huntington National Bank
Ohio
$217K -$24.1K -317 -10%
RGF
262
Retirement Guys Formula
Ohio
$215K +$215K +2,830 New
DWM
263
Dakota Wealth Management
Florida
$215K +$215K +2,827 New
P
264
&Partners
Tennessee
$211K +$211K +2,775 New
EWM
265
Empirical Wealth Management
Washington
$208K +$208K +2,732 New
PCM
266
Palouse Capital Management
Washington
$201K -$304 -4 -0.2%
SC
267
Syon Capital
California
$201K +$201K +2,643 New
NAAA
268
New Age Alpha Advisors
New York
$199K -$11.8K -155 -6%
CSS
269
Cubist Systematic Strategies
Connecticut
$180K +$180K +2,362 New
US Bancorp
270
US Bancorp
Minnesota
$178K +$31.9K +420 +22%
PAS
271
Point72 Asia (Singapore)
Singapore
$155K +$155K +2,042 New
GI
272
GAMMA Investing
California
$149K +$9.58K +126 +7%
C
273
Covestor
United Kingdom
$137K -$35.5K -468 -21%
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$135K +$16.3K +214 +14%
MCM
275
MAI Capital Management
Ohio
$126K +$11.6K +153 +10%
9 10
11
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