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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 %
Principal Financial Group
26
Principal Financial Group
Iowa
$24.9M 327,788 -20,011 -6%
AG
27
Algert Global
California
$23.7M 312,070 +90,340 +41%
Goldman Sachs
28
Goldman Sachs
New York
$22.5M 295,436 -47,831 -14%
SCA
29
Stieven Capital Advisors
Missouri
$21.6M 284,059 +300 +0.1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$21.3M 279,984 -76,177 -21%
PM
31
Pembroke Management
Quebec, Canada
$20.3M 266,983 -7,589 -3%
Invesco
32
Invesco
Georgia
$20.1M 263,972 -63,266 -19%
KCM
33
Kennedy Capital Management
Missouri
$18.9M 248,962 +53,927 +28%
AQR Capital Management
34
AQR Capital Management
Connecticut
$17.9M 235,766 +60,620 +35%
ACM
35
Ategra Capital Management
Virginia
$16.7M 220,216 -14,877 -6%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.8M 207,287 +9,946 +5%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$14.6M 192,038 -79,515 -29%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$14M 184,630 +12,524 +7%
Raymond James Financial
39
Raymond James Financial
Florida
$13.7M 180,105 -2,624 -1%
EP
40
Edgestream Partners
New Jersey
$12.6M 165,283 +110,136 +200%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$12.5M 164,283 -7,507 -4%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$12.4M 158,801 +39,515 +33%
UBS Group
43
UBS Group
Switzerland
$12.3M 161,309 -5,801 -3%
Two Sigma Investments
44
Two Sigma Investments
New York
$12.2M 160,222 -12,707 -7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$12.1M 159,604 +2,958 +2%
UBS AM
46
UBS AM
Illinois
$11.9M 156,351 +46,451 +42%
GCM
47
Gator Capital Management
Florida
$11.7M 153,230 – –
Legal & General Group
48
Legal & General Group
United Kingdom
$11.1M 145,962 +1,028 +0.7%
Bank of America
49
Bank of America
North Carolina
$10.9M 143,423 -5,879 -4%
Prudential Financial
50
Prudential Financial
New Jersey
$10.7M 140,802 -26,192 -16%
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