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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
OCM
101
Orchard Capital Management
Illinois
$2.88M -$4.12M -61,013 -62%
Universal-Beteiligungs- und Servicegesellschaft
102
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.83M -$14.9K -220 -0.6%
BHCM
103
Brevan Howard Capital Management
Jersey
$2.82M +$2.5M +37,049 New
Lazard Asset Management
104
Lazard Asset Management
New York
$2.79M -$384K -5,675 -13%
FCM
105
Fieldview Capital Management
Michigan
$2.71M +$163K +2,416 +7%
VRS
106
Virginia Retirement Systems
Virginia
$2.69M +$351K +5,200 +17%
IC
107
IEQ Capital
California
$2.51M +$696K +10,298 +45%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$2.42M +$125K +1,846 +6%
MIM
109
MetLife Investment Management
New Jersey
$2.37M -$36.8K -544 -2%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$2.34M +$463K +6,844 +29%
FG
111
Formula Growth
Quebec, Canada
$2.33M -$203K -3,000 -9%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$2.3M +$2.04M +30,228 New
LPL Financial
113
LPL Financial
California
$2.28M +$257K +3,798 +14%
QT
114
Quantbot Technologies
New York
$2.21M +$661K +9,775 +51%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.18M -$220K -3,261 -10%
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$2.17M -$268K -3,969 -12%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$2.16M -$235K -3,483 -11%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$2.15M +$3.24K +48 +0.2%
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$2.14M -$64.3K -952 -3%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$2.12M -$128K -1,900 -6%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$2.06M -$161K -2,388 -8%
AR
122
Advisory Research
Illinois
$2.01M +$411K +6,075 +30%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$2.01M -$190K -2,814 -10%
HI
124
Horizon Investments
North Carolina
$1.96M +$1.75M +25,835 New
NIG
125
NFJ Investment Group
Texas
$1.93M -$10.7K -159 -0.6%

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.