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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 %
MG
301
Mather Group
Illinois
$10.8K
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$10.4K
S
303
SignatureFD
Georgia
$10.3K
BIG
304
Brooklyn Investment Group
New York
$8.39K +$8.39K +130 New
CCM
305
Coldstream Capital Management
Washington
$8.33K +$8.33K +129 New
BF
306
BOK Financial
Oklahoma
$8K
EWA
307
EverSource Wealth Advisors
Alabama
$7.29K +$5.23K +81 +253%
PSFG
308
Park Square Financial Group
Georgia
$7.23K
Bessemer Group
309
Bessemer Group
New Jersey
$7K -$4.23K -64 -38%
IA
310
IFP Advisors
Florida
$6.9K -$6.45K -100 -48%
CCC
311
Chelsea Counsel Company
California
$6.45K
RIL
312
Rothschild Investment LLC
Illinois
$6.13K +$1.94K +30 +46%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$6K -$1.55K -24 -21%
T
314
Tidemark
California
$5.48K +$5.48K +85 New
LC
315
Lindbrook Capital
California
$5.1K
HWM
316
Hemington Wealth Management
Virginia
$5K +$1.13K +18 +29%
SW
317
SVB Wealth
Massachusetts
$4.58K +$4.58K +71 New
VFM
318
Vision Financial Markets
Connecticut
$4.52K +$4.52K +70 New
JWA
319
JFS Wealth Advisors
Pennsylvania
$4.13K +$129 +2 +3%
VWWMG
320
Vermillion & White Wealth Management Group
Pennsylvania
$3.87K +$3.87K +60 New
DF
321
Dunhill Financial
United Kingdom
$3.87K +$3.87K +60 New
CT
322
Colonial Trust
South Carolina
$3.43K
CA
323
CoreCap Advisors
Michigan
$3.29K
VCM
324
Versant Capital Management
Arizona
$2.9K +$2.9K +45 New
HCP
325
Hexagon Capital Partners
Arkansas
$2.84K +$2.84K +44 New