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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
Franklin Resources
51
Franklin Resources
California
$10.6M -$846K -12,523 -8%
First Eagle Investment Management
52
First Eagle Investment Management
New York
$10.3M -$1.83M -27,100 -17%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$10.3M -$351K -5,200 -4%
Barclays
54
Barclays
United Kingdom
$10M +$2.18M +32,256 +32%
MCP
55
Militia Capital Partners
Nevada
$9.81M +$1.22M +18,000 +16%
BFM
56
Boothbay Fund Management
New York
$9.64M +$8.57M +126,760 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$9.61M +$1.18M +17,397 +16%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$8.69M +$422K +6,247 +6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.88M -$101K -1,500 -1%
RA
60
Royce & Associates
New York
$7.88M +$710K +10,503 +11%
Citigroup
61
Citigroup
New York
$7.65M -$1.84M -27,158 -21%
KIM
62
Kestrel Investment Management
California
$7.55M -$318K -4,700 -5%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$7.5M -$356K -5,263 -5%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$7.35M -$2.21M -32,713 -25%
FAM
65
Fred Alger Management
New York
$7.06M +$6.05M +89,546 +1,267%
TG
66
TCW Group
California
$6.82M -$155K -2,300 -2%
Jane Street
67
Jane Street
New York
$6.7M -$5.14M -75,996 -46%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$6.62M +$27K +400 +0.5%
OCM
69
Osterweis Capital Management
California
$6.46M +$5.74M +84,960 New
Axa
70
Axa
France
$6.43M
RG
71
Renaissance Group
Kentucky
$6.4M +$1.36M +20,109 +31%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$6.25M +$5.56M +82,220 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$5.91M +$2.58M +38,231 +97%
First Trust Advisors
74
First Trust Advisors
Illinois
$5.82M -$4.12M -60,980 -44%
Deutsche Bank
75
Deutsche Bank
Germany
$5.77M -$799K -11,824 -13%

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.