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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
SS
351
SBI Securities
Japan
$989
AssetMark Inc
352
AssetMark Inc
California
$760 +$676 +10 New
BI
353
Binnacle Investments
Iowa
$684
SIC
354
SJS Investment Consulting
Ohio
$609 -$203 -3 -27%
BGAI
355
Bruce G. Allen Investments
Colorado
$608 -$203 -3 -27%
BIA
356
Bell Investment Advisors
California
$457 -$608 -9 -60%
RWM
357
Rialto Wealth Management
New York
$305 +$270 +4 New
HIA
358
HFM Investment Advisors
New Jersey
$304 +$135 +2 +100%
BHWM
359
Bay Harbor Wealth Management
Maryland
$304 +$203 +3 +300%
AWM
360
Abound Wealth Management
Tennessee
$229
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$229 +$203 +3 New
PWM
362
Parkworth Wealth Management
California
$228
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$76 -$313K -4,624 -100%
VC
364
Voss Capital
Texas
-$13.4M -207,704 Closed
VanEck Associates
365
VanEck Associates
New York
-$3.42M -53,076 Closed
TI
366
Trexquant Investment
Connecticut
-$2.85M -44,235 Closed
CF
367
Corebridge Financial
Texas
-$1.84M -28,523 Closed
SSA
368
Schonfeld Strategic Advisors
New York
-$1.47M -22,758 Closed
Tudor Investment Corp
369
Tudor Investment Corp
Connecticut
-$1.12M -17,430 Closed
DTL
370
Dynamic Technology Lab
Singapore
-$812K -12,590 Closed
Wolverine Trading
371
Wolverine Trading
Illinois
-$581K -8,590 Closed
MWM
372
Moran Wealth Management
Florida
-$400K -6,195 Closed
PA
373
PharVision Advisers
Florida
-$375K -5,812 Closed
Pathstone Holdings
374
Pathstone Holdings
New Jersey
-$334K -5,169 Closed
CIA
375
Choate Investment Advisors
Massachusetts
-$307K -4,759 Closed

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.