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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 %
KBC Group
276
KBC Group
Belgium
$121K -$66.7K -877 -36%
AAM
277
Advisors Asset Management
Colorado
$117K -$40.5K -532 -26%
SG Americas Securities
278
SG Americas Securities
New York
$116K -$772K -10,110 -87%
SAM
279
Smartleaf Asset Management
Massachusetts
$116K -$1.08K -14 -0.9%
SIM
280
Sprucegrove Investment Management
Ontario, Canada
$98.9K +$98.9K +1,300 New
DZ Bank
281
DZ Bank
Germany
$95.9K +$95.9K +1,261 New
BAMF
282
BI Asset Management Fondsmaeglerselskab
Denmark
$88K -$92.1K -1,214 -51%
PD
283
Point72 (DIFC)
United Arab Emirates
$80.7K +$80.7K +1,061 New
AAP
284
Arax Advisory Partners
Colorado
$78K +$3.04K +40 +4%
NA
285
NewEdge Advisors
Louisiana
$68.4K – – –
PFBT
286
Parkside Financial Bank & Trust
Missouri
$66.8K -$15.5K -204 -19%
1IA
287
1620 Investment Advisors
Massachusetts
$56.3K – – –
SOW
288
State of Wyoming
Wyoming
$55.8K -$64.5K -848 -54%
CA
289
Clearstead Advisors
Ohio
$45.8K +$19.5K +256 +74%
TWC
290
TD Waterhouse Canada
Ontario, Canada
$39.5K +$2.9K +37 +8%
IA
291
IFP Advisors
Florida
$37.5K +$29.4K +386 +361%
Ohio Public Employees Retirement System (OPERS)
292
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K -$2.66K -35 -7%
NC
293
NewSquare Capital
Pennsylvania
$33.9K – – –
EWA
294
EverSource Wealth Advisors
Alabama
$33.9K +$25.3K +333 +295%
A
295
AlphaQuest
New York
$33.1K -$1.06M -13,932 -97%
TWD
296
True Wealth Design
Ohio
$32.9K +$18K +237 +121%
FFA
297
Farther Finance Advisors
California
$32.9K -$3.35K -44 -9%
KSWA
298
Kathleen S. Wright Associates
Pennsylvania
$32.4K – – –
BNP Paribas Asset Management
299
BNP Paribas Asset Management
France
$32K +$32K +415 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$31K -$2.81K -37 -8%
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12
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