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Axos Financial
AX

382 hedge funds and large institutions have $3.82B invested in Axos Financial in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 125 increasing their positions, 147 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $3.41B → $3.82B (+$411M)

5% more funds holding

Funds holding: 365 → 382 (+17)

8% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $27.1M

0.35% more ownership

Funds ownership: 79.46% → 79.81% (+0.35%)

15% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 147

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
382
Holders Change
+17
Holders Change %
+4.66%
% of All Funds
5.01%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
54
Increased
125
Reduced
147
Closed
32
Calls
$29.3M
Puts
$27.1M
Net Calls
+$2.27M
Net Calls Change
-$2.98M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
2
Franklin Resources
Franklin Resources
California
+$24M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$16.7M
4
BlackRock
BlackRock
New York
+$16.5M
5
UBS Group
UBS Group
Switzerland
+$9.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$41.3M
2
Millennium Management
Millennium Management
New York
-$21.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.9M
5
ACM
Ategra Capital Management
Virginia
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
351
Vision Financial Markets
Connecticut
$5.93K – – –
JWA
352
JFS Wealth Advisors
Pennsylvania
$5.67K – – –
AF
353
Allworth Financial
California
$5K +$523 +6 +11%
VWWMG
354
Vermillion & White Wealth Management Group
Pennsylvania
$4.83K – – –
CA
355
CoreCap Advisors
Michigan
$4.57K +$87 +1 +2%
ACM
356
Aster Capital Management
United Arab Emirates
$4.4K +$4.53K +52 New
AssetMark Inc
357
AssetMark Inc
California
$4.23K +$3.49K +40 +400%
VCM
358
Versant Capital Management
Arizona
$3.3K – – –
KG
359
Kilter Group
New York
$3.22K – – –
CT
360
Clearstead Trust
Maine
$3.13K – – –
CT
361
Colonial Trust
South Carolina
$3.05K -$1.66K -19 -35%
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$2.88K -$87 -1 -3%
FFO
363
Fortitude Family Office
Arizona
$2.46K – – –
JWM
364
JPL Wealth Management
Colorado
$2.12K +$2.18K +25 New
SA
365
Scarborough Advisors
Maryland
$2.12K – – –
CFB
366
Cullen/Frost Bankers
Texas
$1.86K – – –
SS
367
SBI Securities
Japan
$1.27K +$174 +2 +15%
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$1.19K – – –
CCM
369
Cloud Capital Management
Washington
$1K +$1.39K +16 New
LFG
370
Larson Financial Group
Missouri
$847 -$436 -5 -33%
BI
371
Binnacle Investments
Iowa
$762 – – –
SIC
372
SJS Investment Consulting
Ohio
$678 – – –
BGAI
373
Bruce G. Allen Investments
Colorado
$677 – – –
RWM
374
Rialto Wealth Management
New York
$508 +$174 +2 +50%
BHWM
375
Bay Harbor Wealth Management
Maryland
$423 +$87 +1 +25%
13 14
15
16 17

AX Hedge Fund Activity: Q3 2025 in Review

382 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2025, worth a combined $3.82B — up 12% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AX positions and 32 closed out — a net gain of 22 holders — while 125 added to existing stakes and 147 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $41.3M.

  • 382 institutional investors held Axos Financial (AX) as of Q3 2025, up from 365 in Q2 2025.
  • Funds reported $3.82B of Axos Financial stock for Q3 2025, up 12% quarter-over-quarter.
  • 54 funds opened new Axos Financial positions in Q3 2025 and 32 closed out, a net change of +22 holders.
  • The largest Axos Financial buyer in Q3 2025 was Fidelity Investments, an estimated $105M added.
  • The largest Axos Financial seller in Q3 2025 was Citadel Advisors, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2025.