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Axos Financial
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Overview Fund Activity

358 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, 124 reducing their positions, and 35 closing their positions.

Holders
358
Holders Change
+10
Holders Change %
+2.87%
% 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
51
Increased
128
Reduced
124
Closed
35
Calls
$21.8M
Puts
$14.2M
Net Calls
+$7.6M
Net Calls Change
+$13.1M

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 Market Value Shares Shares
Change 		Shares
Change %
AACP
376
Advantage Alpha Capital Partners
California
– – -3,321 Closed
AIM
377
Aigen Investment Management
New York
– – -3,220 Closed
GS
378
GTS Securities
New York
– – -3,197 Closed
DFP
379
Defined Financial Planning
California
– – -3,163 Closed
QL
380
Quarry LP
New York
– – -1,849 Closed
QCG
381
Quadrant Capital Group
Ohio
– – -508 Closed
PMAM
382
Picton Mahoney Asset Management
Ontario, Canada
– – -328 Closed
MG
383
Mather Group
Illinois
– – -168 Closed
SW
384
SVB Wealth
Massachusetts
– – -71 Closed
DF
385
Dunhill Financial
United Kingdom
– – -60 Closed
HCP
386
Hexagon Capital Partners
Arkansas
– – -44 Closed
CFFP
387
Center for Financial Planning
Michigan
– – -18 Closed
PWA
388
Physician Wealth Advisors
Utah
– – -16 Closed
RA
389
Rise Advisors
New York
– – -16 Closed
SC
390
Stephens Consulting
Michigan
– – -15 Closed
GFPC
391
Global Financial Private Client
Florida
– – -8 Closed
IMC Chicago
392
IMC Chicago
Illinois
– – – –
PEAK6
393
PEAK6
Illinois
– – – –
CAL
394
Capital Advisors Ltd
Ohio
$0 3 – –
Walleye Trading
395
Walleye Trading
New York
– – – –
Group One Trading
396
Group One Trading
Illinois
– – – –
AW
397
Avion Wealth
Texas
$0 8 +8 New
12 13 14 15
16