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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
JG
376
Jain Global
New York
-$273K -4,228 Closed
CAM
377
Cresset Asset Management
Illinois
-$271K -4,205 Closed
TC
378
TownSquare Capital
Utah
-$265K -4,100 Closed
RBI
379
Raiffeisen Bank International
Austria
-$244K -3,845 Closed
QC
380
Quadrature Capital
United Kingdom
-$228K -3,532 Closed
VC
381
Vicus Capital
Pennsylvania
-$219K -3,396 Closed
USAA
382
United Services Automobile Association
Texas
-$212K -3,336 Closed
AACP
383
Advantage Alpha Capital Partners
California
-$214K -3,321 Closed
AIM
384
Aigen Investment Management
New York
-$208K -3,220 Closed
GS
385
GTS Securities
New York
-$206K -3,197 Closed
DFP
386
Defined Financial Planning
California
-$204K -3,163 Closed
QL
387
Quarry LP
New York
-$119K -1,849 Closed
QCG
388
Quadrant Capital Group
Ohio
-$32.8K -508 Closed
PMAM
389
Picton Mahoney Asset Management
Ontario, Canada
-$21K -328 Closed
MG
390
Mather Group
Illinois
-$10.8K -168 Closed
SW
391
SVB Wealth
Massachusetts
-$4.58K -71 Closed
DF
392
Dunhill Financial
United Kingdom
-$3.87K -60 Closed
HCP
393
Hexagon Capital Partners
Arkansas
-$2.84K -44 Closed
CFFP
394
Center for Financial Planning
Michigan
-$1.16K -18 Closed
PWA
395
Physician Wealth Advisors
Utah
-$1.03K -16 Closed
RA
396
Rise Advisors
New York
-$1.03K -16 Closed
SC
397
Stephens Consulting
Michigan
-$968 -15 Closed
GFPC
398
Global Financial Private Client
Florida
-$516 -8 Closed
AW
399
Avion Wealth
Texas
+$541 +8 New

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.