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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
RIL
326
Rothschild Investment LLC
Illinois
$7.98K +$676 +10 +11%
CCC
327
Chelsea Counsel Company
California
$7.6K
BFS
328
Bare Financial Services
Pennsylvania
$6.39K +$3.72K +55 +190%
CIAM
329
Caitong International Asset Management
Hong Kong
$5.7K +$5K +74 +7,400%
VFM
330
Vision Financial Markets
Connecticut
$5.32K
JWA
331
JFS Wealth Advisors
Pennsylvania
$5.09K +$203 +3 +5%
BIG
332
Brooklyn Investment Group
New York
$4.87K -$4.46K -66 -51%
FHA
333
First Horizon Advisors
Tennessee
$4.33K -$11.2K -165 -74%
VWWMG
334
Vermillion & White Wealth Management Group
Pennsylvania
$4.33K -$203 -3 -5%
CT
335
Colonial Trust
South Carolina
$4.14K
AF
336
Allworth Financial
California
$4.03K +$3.58K +53 New
CA
337
CoreCap Advisors
Michigan
$4.03K +$135 +2 +4%
HFS
338
Hantz Financial Services
Michigan
$4K +$3.18K +47 New
PSFG
339
Park Square Financial Group
Georgia
$3.27K -$4.66K -69 -62%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$3.27K +$2.91K +43 New
VCM
341
Versant Capital Management
Arizona
$2.97K -$406 -6 -13%
KG
342
Kilter Group
New York
$2.89K +$2.57K +38 New
CT
343
Clearstead Trust
Maine
$2.81K +$2.5K +37 New
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.66K
FFO
345
Fortitude Family Office
Arizona
$2.21K +$1.96K +29 New
SA
346
Scarborough Advisors
Maryland
$1.9K +$1.69K +25 New
CFB
347
Cullen/Frost Bankers
Texas
$1.67K
BCMLT
348
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K
LFG
349
Larson Financial Group
Missouri
$1.14K -$338 -5 -25%
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$989

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.