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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
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$135K +$14.5K +214 +14%
MCM
277
MAI Capital Management
Ohio
$126K +$10.3K +153 +10%
KBC Group
278
KBC Group
Belgium
$121K -$59.3K -877 -36%
AAM
279
Advisors Asset Management
Colorado
$117K -$36K -532 -26%
SG Americas Securities
280
SG Americas Securities
New York
$116K -$683K -10,110 -87%
SAM
281
Smartleaf Asset Management
Massachusetts
$116K -$946 -14 -0.9%
SIM
282
Sprucegrove Investment Management
Ontario, Canada
$98.9K +$87.9K +1,300 New
DZ Bank
283
DZ Bank
Germany
$95.9K +$85.2K +1,261 New
BAMF
284
BI Asset Management Fondsmaeglerselskab
Denmark
$88K -$82.1K -1,214 -51%
PD
285
Point72 (DIFC)
United Arab Emirates
$80.7K +$71.7K +1,061 New
AAP
286
Arax Advisory Partners
Colorado
$78K +$2.7K +40 +4%
EP
287
Essential Partners
California
$73.5K +$65.4K +967 New
NA
288
NewEdge Advisors
Louisiana
$68.4K
MWA
289
Medallion Wealth Advisors
Connecticut
$68.1K
PFBT
290
Parkside Financial Bank & Trust
Missouri
$66.8K -$13.8K -204 -19%
1IA
291
1620 Investment Advisors
Massachusetts
$56.3K
SOW
292
State of Wyoming
Wyoming
$55.8K -$57.3K -848 -54%
CA
293
Clearstead Advisors
Ohio
$45.8K +$17.3K +256 +74%
TWC
294
TD Waterhouse Canada
Ontario, Canada
$39.5K +$2.5K +37 +8%
IA
295
IFP Advisors
Florida
$37.5K +$26.1K +386 +361%
Ohio Public Employees Retirement System (OPERS)
296
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K -$2.37K -35 -7%
NC
297
NewSquare Capital
Pennsylvania
$33.9K
EWA
298
EverSource Wealth Advisors
Alabama
$33.9K +$22.5K +333 +295%
A
299
AlphaQuest
New York
$33.1K -$942K -13,932 -97%
TWD
300
True Wealth Design
Ohio
$32.9K +$16K +237 +121%

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.