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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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$2.26K -$129 -2 -5%
BFS
327
Bare Financial Services
Pennsylvania
$1.87K +$1.87K +29 New
PS
328
Principal Securities
Iowa
$1.61K
CFB
329
Cullen/Frost Bankers
Texas
$1.42K
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
LFG
331
Larson Financial Group
Missouri
$1.29K +$839 +13 +186%
CFFP
332
Center for Financial Planning
Michigan
$1.16K
PWA
333
Physician Wealth Advisors
Utah
$1.03K +$1.03K +16 New
RA
334
Rise Advisors
New York
$1.03K +$1.03K +16 New
BIA
335
Bell Investment Advisors
California
$968 +$581 +9 +150%
SC
336
Stephens Consulting
Michigan
$968 +$968 +15 New
SS
337
SBI Securities
Japan
$839
DPW
338
DiNuzzo Private Wealth
Pennsylvania
$839
SIC
339
SJS Investment Consulting
Ohio
$710
BGAI
340
Bruce G. Allen Investments
Colorado
$710 +$129 +2 +22%
BI
341
Binnacle Investments
Iowa
$581 +$581 +9 New
GFPC
342
Global Financial Private Client
Florida
$516 +$323 +5 +167%
PWM
343
Parkworth Wealth Management
California
$194
AWM
344
Abound Wealth Management
Tennessee
$194
HIA
345
HFM Investment Advisors
New Jersey
$130 +$130 +2 New
CIAM
346
Caitong International Asset Management
Hong Kong
$65 -$40K -616 -100%
BHWM
347
Bay Harbor Wealth Management
Maryland
$64 +$64 +1 New
Arrowstreet Capital
348
Arrowstreet Capital
Massachusetts
-$20.2M -289,723 Closed
CSS
349
Cubist Systematic Strategies
Connecticut
-$3.49M -49,958 Closed
ECM
350
ExodusPoint Capital Management
New York
-$3.48M -49,753 Closed