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Axos Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
PP
301
PrairieView Partners
Minnesota
$30K
T
302
Tidemark
California
$28.3K +$21.8K +287 +338%
PA
303
Parallel Advisors
California
$27.7K
HCA
304
Harbor Capital Advisors
Illinois
$25K +$2.1K +28 +9%
Nomura Asset Management
305
Nomura Asset Management
Japan
$23.6K
AAG
306
Armstrong Advisory Group
Massachusetts
$22.2K
TPWA
307
Twin Peaks Wealth Advisors
California
$21.8K +$21.8K +248 New
WTC
308
WhitTier Trust Company
Nevada
$19.5K
UB
309
UMB Bank
Missouri
$18.9K +$4.18K +55 +28%
GRP
310
Global Retirement Partners
California
$18.6K +$18.6K +245 New
KIM
311
Kestra Investment Management
Texas
$17.9K
PS
312
Principal Securities
Iowa
$16.1K +$14.4K +189 +822%
Bessemer Group
313
Bessemer Group
New Jersey
$16K +$8.22K +112 +106%
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$12.2K
S
315
SignatureFD
Georgia
$12.2K
Optiver Holding
316
Optiver Holding
Netherlands
$10.3K -$3.42K -45 -25%
BF
317
BOK Financial
Oklahoma
$9.43K
GWM
318
Geneos Wealth Management
Colorado
$8.44K -$16.9K -222 -67%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$8.29K +$1.22K +16 +17%
HWM
320
Hemington Wealth Management
Virginia
$8K +$2.18K +30 +38%
RIL
321
Rothschild Investment LLC
Illinois
$7.98K +$760 +10 +11%
CCC
322
Chelsea Counsel Company
California
$7.6K
BFS
323
Bare Financial Services
Pennsylvania
$6.39K +$4.18K +55 +190%
CIAM
324
Caitong International Asset Management
Hong Kong
$5.7K +$5.63K +74 +7,400%
VFM
325
Vision Financial Markets
Connecticut
$5.32K