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
VI
251
Vestcor Inc
New Brunswick, Canada
$275K
EARNEST Partners
252
EARNEST Partners
Georgia
$274K
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$268K
ET
254
Entropy Technologies
New York
$266K +$237K +3,500 New
SO
255
STRS Ohio
Ohio
$259K +$27K +400 +13%
HWM
256
Hohimer Wealth Management
Washington
$258K +$229K +3,393 New
ATPW
257
Ashton Thomas Private Wealth
Arizona
$247K -$2.97K -44 -1%
BCM
258
Bourgeon Capital Management
Connecticut
$243K
Simplex Trading
259
Simplex Trading
Illinois
$235K +$210K +3,101 New
CCM
260
Coldstream Capital Management
Washington
$227K +$193K +2,859 +2,216%
MFG
261
Merit Financial Group
Georgia
$219K +$195K +2,881 New
Neuberger Berman Group
262
Neuberger Berman Group
New York
$218K -$16.6K -245 -8%
HNB
263
Huntington National Bank
Ohio
$217K -$21.4K -317 -10%
RGF
264
Retirement Guys Formula
Ohio
$215K +$191K +2,830 New
DWM
265
Dakota Wealth Management
Florida
$215K +$191K +2,827 New
P
266
&Partners
Tennessee
$211K +$188K +2,775 New
EWM
267
Empirical Wealth Management
Washington
$208K +$185K +2,732 New
PCM
268
Palouse Capital Management
Washington
$201K -$270 -4 -0.2%
SC
269
Syon Capital
California
$201K +$179K +2,643 New
NAAA
270
New Age Alpha Advisors
New York
$199K -$10.5K -155 -6%
CSS
271
Cubist Systematic Strategies
Connecticut
$180K +$160K +2,362 New
US Bancorp
272
US Bancorp
Minnesota
$178K +$28.4K +420 +22%
PAS
273
Point72 Asia (Singapore)
Singapore
$155K +$138K +2,042 New
GI
274
GAMMA Investing
California
$149K +$8.52K +126 +7%
C
275
Covestor
United Kingdom
$137K -$31.6K -468 -21%

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.