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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 %
EF
76
Empowered Funds
Pennsylvania
$5.69M 74,853 +58,949 +371%
STB
77
S&T Bank
Pennsylvania
$5.55M 72,992 -3,146 -4%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$4.83M 63,533 +13,131 +26%
AllianceBernstein
79
AllianceBernstein
Tennessee
$4.77M 62,700 -3,685 -6%
Canada Life
80
Canada Life
Manitoba, Canada
$4.28M 56,153 -766 -1%
EF
81
Empirical Finance
Pennsylvania
$4.15M 54,633 +13,118 +32%
PFO
82
PMC FIG Opportunities
Israel
$4.14M 54,459 +54,459 New
Rafferty Asset Management
83
Rafferty Asset Management
New York
$4.14M 54,402 -9,996 -16%
HF
84
HRT Financial
New York
$4.13M 54,359 +12,408 +30%
Assenagon Asset Management
85
Assenagon Asset Management
Luxembourg
$4.05M 53,218 -1,401 -3%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$3.8M 49,973 – –
GCP
87
GSA Capital Partners
United Kingdom
$3.77M 49,519 +26,625 +116%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$3.47M 45,562 +2,773 +6%
Wells Fargo
89
Wells Fargo
California
$3.45M 45,403 +2,581 +6%
EIP
90
Epoch Investment Partners
New York
$3.45M 45,391 -155,752 -77%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$3.45M 45,332 -18,367 -29%
QC
92
Quantedge Capital
Singapore
$3.42M 45,000 +23,400 +108%
BRWA
93
B. Riley Wealth Advisors
Florida
$3.3M 43,428 +43,428 New
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$3.27M 43,026 – –
IIM
95
INTECH Investment Management
Florida
$3.22M 42,289 +144 +0.3%
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$3.18M 41,881 +716 +2%
CIS
97
Connors Investor Services
Pennsylvania
$3.04M 40,043 +84 +0.2%
LS
98
Livforsakringsbolaget Skandia
Sweden
$3.01M 39,600 +7,000 +21%
ACM
99
Argent Capital Management
Missouri
$2.99M 39,275 +368 +0.9%
OCM
100
Orchard Capital Management
Illinois
$2.88M 37,886 -61,013 -62%
2 3
4
5 6