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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
Principal Financial Group
26
Principal Financial Group
Iowa
$24.9M -$1.35M -20,011 -6%
AG
27
Algert Global
California
$23.7M +$6.11M +90,340 +41%
Goldman Sachs
28
Goldman Sachs
New York
$22.5M -$3.23M -47,831 -14%
SCA
29
Stieven Capital Advisors
Missouri
$21.6M +$20.3K +300 +0.1%
JP Morgan Chase
30
JP Morgan Chase
New York
$21.3M -$5.15M -76,177 -21%
PM
31
Pembroke Management
Quebec, Canada
$20.3M -$513K -7,589 -3%
Invesco
32
Invesco
Georgia
$20.1M -$4.28M -63,266 -19%
KCM
33
Kennedy Capital Management
Missouri
$18.9M +$3.64M +53,927 +28%
AQR Capital Management
34
AQR Capital Management
Connecticut
$17.9M +$4.1M +60,620 +35%
ACM
35
Ategra Capital Management
Virginia
$16.7M -$1.01M -14,877 -6%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.8M +$672K +9,946 +5%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$14.6M -$5.37M -79,515 -29%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$14M +$847K +12,524 +7%
Raymond James Financial
39
Raymond James Financial
Florida
$13.7M -$177K -2,624 -1%
EP
40
Edgestream Partners
New Jersey
$12.6M +$7.44M +110,136 +200%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$12.5M -$507K -7,507 -4%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$12.4M +$2.67M +39,515 +33%
UBS Group
43
UBS Group
Switzerland
$12.3M -$392K -5,801 -3%
Two Sigma Investments
44
Two Sigma Investments
New York
$12.2M -$859K -12,707 -7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$12.1M +$200K +2,958 +2%
UBS AM
46
UBS AM
Illinois
$11.9M +$3.14M +46,451 +42%
GCM
47
Gator Capital Management
Florida
$11.7M
Legal & General Group
48
Legal & General Group
United Kingdom
$11.1M +$69.5K +1,028 +0.7%
Bank of America
49
Bank of America
North Carolina
$10.9M -$397K -5,879 -4%
Prudential Financial
50
Prudential Financial
New Jersey
$10.7M -$1.77M -26,192 -16%

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.