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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 %
Franklin Resources
51
Franklin Resources
California
$10.6M 138,987 -12,523 -8%
First Eagle Investment Management
52
First Eagle Investment Management
New York
$10.3M 135,172 -27,100 -17%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$10.3M 134,914 -5,200 -4%
Barclays
54
Barclays
United Kingdom
$10M 131,585 +32,256 +32%
MCP
55
Militia Capital Partners
Nevada
$9.81M 129,000 +18,000 +16%
BFM
56
Boothbay Fund Management
New York
$9.64M 126,760 +126,760 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$9.61M 126,383 +17,397 +16%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$8.69M 114,278 +6,247 +6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.88M 103,600 -1,500 -1%
RA
60
Royce & Associates
New York
$7.88M 103,593 +10,503 +11%
Citigroup
61
Citigroup
New York
$7.65M 100,652 -27,158 -21%
KIM
62
Kestrel Investment Management
California
$7.55M 99,350 -4,700 -5%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$7.35M 96,620 -32,713 -25%
FAM
64
Fred Alger Management
New York
$7.06M 96,616 +89,546 +1,267%
TG
65
TCW Group
California
$6.82M 89,720 -2,300 -2%
Jane Street
66
Jane Street
New York
$6.7M 88,077 -75,996 -46%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$6.62M 87,107 +400 +0.5%
OCM
68
Osterweis Capital Management
California
$6.46M 84,960 +84,960 New
Axa
69
Axa
France
$6.43M 84,600 – –
RG
70
Renaissance Group
Kentucky
$6.4M 84,190 +20,109 +31%
Arrowstreet Capital
71
Arrowstreet Capital
Massachusetts
$6.25M 82,220 +82,220 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$5.91M 77,783 +38,231 +97%
First Trust Advisors
73
First Trust Advisors
Illinois
$5.82M 76,602 -60,980 -44%
Deutsche Bank
74
Deutsche Bank
Germany
$5.77M 75,929 -11,824 -13%
BCM
75
Bridgeway Capital Management
Texas
$5.72M 75,200 -13,000 -15%
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3
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