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Axos Financial
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.2M
2
American Century Companies
2
American Century Companies
Missouri
$181M
3
BFM
3
Boothbay Fund Management
New York
$9.64M
4
EP
4
Edgestream Partners
New Jersey
$12.6M
5
AG
5
Algert Global
California
$23.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$606M
2
State Street
2
State Street
Massachusetts
$202M
3
VC
3
Voss Capital
Texas
$0
4
EIP
4
Epoch Investment Partners
New York
$3.45M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
326
JFS Wealth Advisors
Pennsylvania
$5.1K +$228 +3 +5%
BIG
327
Brooklyn Investment Group
New York
$4.87K -$5.02K -66 -51%
FHA
328
First Horizon Advisors
Tennessee
$4.33K -$12.5K -165 -74%
VWWMG
329
Vermillion & White Wealth Management Group
Pennsylvania
$4.33K -$228 -3 -5%
CT
330
Colonial Trust
South Carolina
$4.15K – – –
AF
331
Allworth Financial
California
$4.03K +$4.03K +53 New
CA
332
CoreCap Advisors
Michigan
$4.03K +$152 +2 +4%
HFS
333
Hantz Financial Services
Michigan
$4K +$4K +47 New
PSFG
334
Park Square Financial Group
Georgia
$3.27K -$5.25K -69 -62%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$3.27K +$3.27K +43 New
VCM
336
Versant Capital Management
Arizona
$2.97K -$456 -6 -13%
KG
337
Kilter Group
New York
$2.89K +$2.89K +38 New
CT
338
Clearstead Trust
Maine
$2.81K +$2.81K +37 New
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$2.66K – – –
FFO
340
Fortitude Family Office
Arizona
$2.21K +$2.21K +29 New
SA
341
Scarborough Advisors
Maryland
$1.9K +$1.9K +25 New
CFB
342
Cullen/Frost Bankers
Texas
$1.67K – – –
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K – – –
LFG
344
Larson Financial Group
Missouri
$1.14K -$380 -5 -25%
SS
345
SBI Securities
Japan
$989 – – –
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$989 – – –
AssetMark Inc
347
AssetMark Inc
California
$760 +$760 +10 New
BI
348
Binnacle Investments
Iowa
$684 – – –
SIC
349
SJS Investment Consulting
Ohio
$609 -$228 -3 -27%
BGAI
350
Bruce G. Allen Investments
Colorado
$608 -$228 -3 -27%
12 13
14
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