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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 %
AACP
251
Advantage Alpha Capital Partners
California
$214K -$332K -5,150 -61%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$213K +$4.32K +67 +2%
USAA
253
United Services Automobile Association
Texas
$212K +$212K +3,336 New
AIM
254
Aigen Investment Management
New York
$208K -$84.3K -1,306 -29%
BCM
255
Bourgeon Capital Management
Connecticut
$206K
GS
256
GTS Securities
New York
$206K -$99.4K -1,540 -33%
HNB
257
Huntington National Bank
Ohio
$204K -$14.6K -226 -7%
DFP
258
Defined Financial Planning
California
$204K
Neuberger Berman Group
259
Neuberger Berman Group
New York
$201K +$201K +3,111 New
SO
260
STRS Ohio
Ohio
$194K -$25.8K -400 -12%
NAAA
261
New Age Alpha Advisors
New York
$179K -$3.15M -48,854 -95%
PCM
262
Palouse Capital Management
Washington
$171K +$46.3K +718 +37%
SPIA
263
Steward Partners Investment Advisory
New York
$160K -$6.45K -100 -4%
KBC Group
264
KBC Group
Belgium
$159K
BAMF
265
BI Asset Management Fondsmaeglerselskab
Denmark
$153K -$752K -11,674 -83%
C
266
Covestor
United Kingdom
$147K
TRCT
267
Tower Research Capital (TRC)
New York
$137K -$363K -5,619 -73%
AAM
268
Advisors Asset Management
Colorado
$133K -$29.7K -460 -18%
US Bancorp
269
US Bancorp
Minnesota
$124K +$3.74K +58 +3%
QL
270
Quarry LP
New York
$119K +$119K +1,849 New
GI
271
GAMMA Investing
California
$118K +$33.3K +516 +39%
SOW
272
State of Wyoming
Wyoming
$102K +$2.19K +34 +2%
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$101K -$31.4K -487 -24%
MCM
274
MAI Capital Management
Ohio
$96.8K
SAM
275
Smartleaf Asset Management
Massachusetts
$96.5K +$635 +10 +0.7%