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Axos Financial
AX

384 hedge funds and large institutions have $4.05B invested in Axos Financial in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

2.98% more ownership

Funds ownership: 81.11% → 84.09% (+3%)

2% more funds holding

Funds holding: 378 → 384 (+6)

8% more call options, than puts

Call options by funds: $15M | Put options by funds: $14M

6% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 134

2% more capital invested

Capital invested by funds: $3.96B → $4.05B (+$89.5M)

Holders
384
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
49
Increased
142
Reduced
134
Closed
33
Calls
$15M
Puts
$14M
Net Calls
+$1.08M
Net Calls Change
+$1.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.7M
2
Invesco
Invesco
Georgia
+$31.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$28.2M
4
Franklin Resources
Franklin Resources
California
+$27.3M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$16.7M

Top Sellers

1
N
Nuveen
North Carolina
-$14.4M
2
AG
Algert Global
California
-$14.1M
3
PM
Pembroke Management
Quebec, Canada
-$12.8M
4
EP
Edgestream Partners
New Jersey
-$12.6M
5
Millennium Management
Millennium Management
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
401
nVerses Capital
Florida
– -$221K -2,560 Closed
FFM
402
Forum Financial Management
Illinois
– -$212K -2,461 Closed
FTWA
403
Fifth Third Wealth Advisors
Ohio
– -$206K -2,392 Closed
KAS
404
Kestra Advisory Services
Texas
– -$111K -1,292 Closed
ETC
405
Exchange Traded Concepts
Oklahoma
– -$88.7K -1,030 Closed
HI
406
Horizon Investments
North Carolina
– -$88.7K -1,030 Closed
C
407
Covestor
United Kingdom
– -$93.5K -1,026 -100%
FHA
408
Flagship Harbor Advisors
Massachusetts
– -$48.2K -560 Closed
BW
409
Basepoint Wealth
Iowa
– -$28.3K -328 Closed
ECSS
410
Eurizon Capital SGR SpA
– -$26.1K -303 Closed
DB
411
Danske Bank
Denmark
– -$17.2K -200 Closed
VWWMG
412
Vermillion & White Wealth Management Group
Pennsylvania
– -$4.91K -57 Closed
Optiver Holding
413
Optiver Holding
Netherlands
– -$4.39K -51 Closed
SA
414
Scarborough Advisors
Maryland
– -$2.15K -25 Closed
OC
415
Optima Capital
Oregon
– -$517 -6 Closed
DT
416
DV Trading
Illinois
– -$345 -4 Closed
13 14 15 16
17

AX Hedge Fund Activity: Q1 2026 in Review

384 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2026, worth a combined $4.05B — up 2.3% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AX positions and 33 closed out — a net gain of 16 holders — while 142 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.7M. The largest seller was Nuveen, cutting an estimated $14.4M.

  • 384 institutional investors held Axos Financial (AX) as of Q1 2026, up from 378 in Q4 2025.
  • Funds reported $4.05B of Axos Financial stock for Q1 2026, up 2.3% quarter-over-quarter.
  • 49 funds opened new Axos Financial positions in Q1 2026 and 33 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q1 2026 was Fidelity Investments, an estimated $51.7M added.
  • The largest Axos Financial seller in Q1 2026 was Nuveen, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.