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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.

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 %
BIA
351
Bell Investment Advisors
California
$457 -$686 -9 -60%
RWM
352
Rialto Wealth Management
New York
$305 +$305 +4 New
HIA
353
HFM Investment Advisors
New Jersey
$304 +$152 +2 +100%
BHWM
354
Bay Harbor Wealth Management
Maryland
$304 +$228 +3 +300%
AWM
355
Abound Wealth Management
Tennessee
$229 – – –
AGWCA
356
Annis Gardner Whiting Capital Advisors
Florida
$229 +$229 +3 New
PWM
357
Parkworth Wealth Management
California
$228 – – –
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$76 -$351K -4,624 -100%
VC
359
Voss Capital
Texas
– -$13.4M -207,704 Closed
VanEck Associates
360
VanEck Associates
New York
– -$3.42M -53,076 Closed
TI
361
Trexquant Investment
Connecticut
– -$2.85M -44,235 Closed
CF
362
Corebridge Financial
Texas
– -$1.84M -28,523 Closed
SSA
363
Schonfeld Strategic Advisors
New York
– -$1.47M -22,758 Closed
Tudor Investment Corp
364
Tudor Investment Corp
Connecticut
– -$1.12M -17,430 Closed
DTL
365
Dynamic Technology Lab
Singapore
– -$812K -12,590 Closed
Wolverine Trading
366
Wolverine Trading
Illinois
– -$546K -8,590 Closed
MWM
367
Moran Wealth Management
Florida
– -$400K -6,195 Closed
PA
368
PharVision Advisers
Florida
– -$375K -5,812 Closed
Pathstone Holdings
369
Pathstone Holdings
New Jersey
– -$334K -5,169 Closed
CIA
370
Choate Investment Advisors
Massachusetts
– -$307K -4,759 Closed
JG
371
Jain Global
New York
– -$273K -4,228 Closed
CAM
372
Cresset Asset Management
Illinois
– -$271K -4,205 Closed
TC
373
TownSquare Capital
Utah
– -$265K -4,100 Closed
RBI
374
Raiffeisen Bank International
Austria
– -$244K -3,845 Closed
QC
375
Quadrature Capital
United Kingdom
– -$228K -3,532 Closed
12 13 14
15
16