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Axos Financial

348 hedge funds and large institutions have $2.96B invested in Axos Financial in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
43
Increased
116
Reduced
122
Closed
41
Calls
$18.2M
Puts
$23.7M
Net Calls
-$5.48M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$22.4M +$638K +9,881 +3%
Goldman Sachs
27
Goldman Sachs
New York
$22.1M -$21.6M -334,420 -49%
Invesco
28
Invesco
Georgia
$21.1M -$10.2M -157,323 -32%
SCA
29
Stieven Capital Advisors
Missouri
$18.3M +$3.1M +48,100 +20%
PM
30
Pembroke Management
Quebec, Canada
$17.7M +$1.05M +16,282 +6%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$17.5M -$7.23M -112,102 -29%
ACM
32
Ategra Capital Management
Virginia
$15.2M +$1.34M +20,813 +10%
AG
33
Algert Global
California
$14.3M +$3.1M +48,096 +28%
VC
34
Voss Capital
Texas
$13.4M +$13.4M +207,704 New
EIP
35
Epoch Investment Partners
New York
$13M +$95.6K +1,481 +0.7%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.7M +$4.01M +62,198 +46%
KCM
37
Kennedy Capital Management
Missouri
$12.6M +$8.3M +128,652 +194%
Raymond James Financial
38
Raymond James Financial
Florida
$11.8M -$3.42M -52,981 -22%
AQR Capital Management
39
AQR Capital Management
Connecticut
$11.3M +$3.16M +49,007 +39%
Two Sigma Investments
40
Two Sigma Investments
New York
$11.2M -$3.3M -51,118 -23%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$11.1M -$20.9M -324,313 -65%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$11.1M +$1.09M +16,853 +11%
UBS Group
43
UBS Group
Switzerland
$10.8M +$2.45M +37,988 +29%
Prudential Financial
44
Prudential Financial
New Jersey
$10.8M +$2.15M +33,350 +25%
Jane Street
45
Jane Street
New York
$10.6M +$5.37M +83,302 +103%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$10.5M -$2.55M -39,500 -20%
Millennium Management
47
Millennium Management
New York
$10.2M -$3.72M -57,620 -27%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$10.1M -$428K -6,627 -4%
GCM
49
Gator Capital Management
Florida
$9.89M +$13.5K +210 +0.1%
Franklin Resources
50
Franklin Resources
California
$9.78M +$1.21M +18,704 +14%