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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
BCM
76
Bridgeway Capital Management
Texas
$5.72M -$879K -13,000 -15%
EF
77
Empowered Funds
Pennsylvania
$5.69M +$3.98M +58,949 +371%
STB
78
S&T Bank
Pennsylvania
$5.55M -$213K -3,146 -4%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$4.83M +$888K +13,131 +26%
AllianceBernstein
80
AllianceBernstein
Tennessee
$4.77M -$249K -3,685 -6%
Canada Life
81
Canada Life
Manitoba, Canada
$4.28M -$51.8K -766 -1%
EF
82
Empirical Finance
Pennsylvania
$4.15M +$887K +13,118 +32%
PFO
83
PMC FIG Opportunities
Israel
$4.14M +$3.68M +54,459 New
Rafferty Asset Management
84
Rafferty Asset Management
New York
$4.14M -$676K -9,996 -16%
HF
85
HRT Financial
New York
$4.13M +$839K +12,408 +30%
Assenagon Asset Management
86
Assenagon Asset Management
Luxembourg
$4.05M -$94.7K -1,401 -3%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$3.8M
GCP
88
GSA Capital Partners
United Kingdom
$3.77M +$1.8M +26,625 +116%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$3.46M +$187K +2,773 +6%
Wells Fargo
90
Wells Fargo
California
$3.45M +$174K +2,581 +6%
EIP
91
Epoch Investment Partners
New York
$3.45M -$10.5M -155,752 -77%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$3.45M -$1.24M -18,367 -29%
QC
93
Quantedge Capital
Singapore
$3.42M +$1.58M +23,400 +108%
BRWA
94
B. Riley Wealth Advisors
Florida
$3.3M +$2.94M +43,428 New
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$3.27M
IIM
96
INTECH Investment Management
Florida
$3.22M +$9.73K +144 +0.3%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$3.18M +$48.4K +716 +2%
CIS
98
Connors Investor Services
Pennsylvania
$3.04M +$5.68K +84 +0.2%
LS
99
Livforsakringsbolaget Skandia
Sweden
$3.01M +$473K +7,000 +21%
ACM
100
Argent Capital Management
Missouri
$2.99M +$24.9K +368 +0.9%

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.