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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
FFA
301
Farther Finance Advisors
California
$32.9K -$2.97K -44 -9%
KSWA
302
Kathleen S. Wright Associates
Pennsylvania
$32.4K
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$32K +$28.1K +415 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$31K -$2.5K -37 -8%
PP
305
PrairieView Partners
Minnesota
$30K
T
306
Tidemark
California
$28.3K +$19.4K +287 +338%
PA
307
Parallel Advisors
California
$27.7K
HCA
308
Harbor Capital Advisors
Illinois
$25K +$1.89K +28 +9%
Nomura Asset Management
309
Nomura Asset Management
Japan
$23.6K
AAG
310
Armstrong Advisory Group
Massachusetts
$22.2K
TPWA
311
Twin Peaks Wealth Advisors
California
$21.8K +$16.8K +248 New
WTC
312
WhitTier Trust Company
Nevada
$19.5K
UB
313
UMB Bank
Missouri
$18.9K +$3.72K +55 +28%
GRP
314
Global Retirement Partners
California
$18.6K +$16.6K +245 New
KIM
315
Kestra Investment Management
Texas
$17.9K
CWP
316
Clark Wealth Partners
Illinois
$16.7K
PS
317
Principal Securities
Iowa
$16.1K +$12.8K +189 +822%
Bessemer Group
318
Bessemer Group
New Jersey
$16K +$7.57K +112 +106%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$12.2K
S
320
SignatureFD
Georgia
$12.2K
Optiver Holding
321
Optiver Holding
Netherlands
$10.3K -$3.04K -45 -25%
BF
322
BOK Financial
Oklahoma
$9.43K
GWM
323
Geneos Wealth Management
Colorado
$8.44K -$15K -222 -67%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$8.29K +$1.08K +16 +17%
HWM
325
Hemington Wealth Management
Virginia
$8K +$2.03K +30 +38%

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.