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Axos Financial
AX

Overview Fund Activity

360 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, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+12
Holders Change %
+3.45%
% of All Funds
4.83%
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
126
Closed
35
Calls
$28M
Puts
$22.7M
Net Calls
+$5.25M
Net Calls Change
+$10.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
$30.2M
2
American Century Companies
American Century Companies
Missouri
$181M
3
BFM
Boothbay Fund Management
New York
$9.64M
4
EP
Edgestream Partners
New Jersey
$12.6M
5
AG
Algert Global
California
$23.7M

Top Sellers

1
BlackRock
BlackRock
New York
$606M
2
State Street
State Street
Massachusetts
$202M
3
VC
Voss Capital
Texas
$0
4
EIP
Epoch Investment Partners
New York
$3.45M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
51
Franklin Resources
California
$10.6M -$952K -12,523 -8%
First Eagle Investment Management
52
First Eagle Investment Management
New York
$10.3M -$2.06M -27,100 -17%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$10.3M -$395K -5,200 -4%
Barclays
54
Barclays
United Kingdom
$10M +$2.45M +32,256 +32%
MCP
55
Militia Capital Partners
Nevada
$9.81M +$1.37M +18,000 +16%
BFM
56
Boothbay Fund Management
New York
$9.64M +$9.64M +126,760 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$9.61M +$1.32M +17,397 +16%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$8.69M +$475K +6,247 +6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.88M -$114K -1,500 -1%
RA
60
Royce & Associates
New York
$7.88M +$799K +10,503 +11%
Citigroup
61
Citigroup
New York
$7.65M -$2.07M -27,158 -21%
KIM
62
Kestrel Investment Management
California
$7.55M -$357K -4,700 -5%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$7.5M -$400K -5,263 -5%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$7.35M -$2.49M -32,713 -25%
FAM
65
Fred Alger Management
New York
$7.06M +$6.54M +89,546 +1,267%
TG
66
TCW Group
California
$6.82M -$175K -2,300 -2%
Jane Street
67
Jane Street
New York
$6.7M -$5.78M -75,996 -46%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$6.62M +$30.4K +400 +0.5%
OCM
69
Osterweis Capital Management
California
$6.46M +$6.46M +84,960 New
Axa
70
Axa
France
$6.43M – – –
RG
71
Renaissance Group
Kentucky
$6.4M +$1.53M +20,109 +31%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$6.25M +$6.25M +82,220 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$5.91M +$2.91M +38,231 +97%
First Trust Advisors
74
First Trust Advisors
Illinois
$5.82M -$4.64M -60,980 -44%
Deutsche Bank
75
Deutsche Bank
Germany
$5.77M -$899K -11,824 -13%
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