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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 %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$69.9K -$11.5K -178 -14%
AAP
277
Arax Advisory Partners
Colorado
$63.6K -$7.16K -111 -10%
NA
278
NewEdge Advisors
Louisiana
$58.1K
1IA
279
1620 Investment Advisors
Massachusetts
$47.7K
Ohio Public Employees Retirement System (OPERS)
280
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.8K +$710 +11 +2%
QCG
281
Quadrant Capital Group
Ohio
$32.8K +$2.39K +37 +8%
FFA
282
Farther Finance Advisors
California
$30.7K -$9.66K -150 -24%
TWC
283
TD Waterhouse Canada
Ontario, Canada
$30K
NC
284
NewSquare Capital
Pennsylvania
$28.8K
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$28.7K +$3.81K +59 +15%
KSWA
286
Kathleen S. Wright Associates
Pennsylvania
$27.5K
PP
287
PrairieView Partners
Minnesota
$25K
PA
288
Parallel Advisors
California
$23.5K
CA
289
Clearstead Advisors
Ohio
$22.3K -$18.3K -284 -45%
GWM
290
Geneos Wealth Management
Colorado
$21.5K +$14.3K +222 +200%
PMAM
291
Picton Mahoney Asset Management
Ontario, Canada
$21K +$21K +328 New
AAG
292
Armstrong Advisory Group
Massachusetts
$20.4K
Nomura Asset Management
293
Nomura Asset Management
Japan
$20K
HCA
294
Harbor Capital Advisors
Illinois
$20K +$6.49K +99 +48%
KIM
295
Kestra Investment Management
Texas
$17.9K -$30.4K -471 -63%
WTC
296
WhitTier Trust Company
Nevada
$16.5K +$258 +4 +2%
FHA
297
First Horizon Advisors
Tennessee
$14.3K
TWD
298
True Wealth Design
Ohio
$12.6K +$12.6K +196 New
UB
299
UMB Bank
Missouri
$12.5K +$4.45K +69 +55%
Optiver Holding
300
Optiver Holding
Netherlands
$11.7K +$11.7K +181 New