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Axos Financial
AX

382 hedge funds and large institutions have $3.82B invested in Axos Financial in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 125 increasing their positions, 147 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $3.41B → $3.82B (+$411M)

5% more funds holding

Funds holding: 365 → 382 (+17)

8% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $27.1M

0.35% more ownership

Funds ownership: 79.46% → 79.81% (+0.35%)

15% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 147

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
382
Holders Change
+17
Holders Change %
+4.66%
% of All Funds
5.01%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
54
Increased
125
Reduced
147
Closed
32
Calls
$29.3M
Puts
$27.1M
Net Calls
+$2.27M
Net Calls Change
-$2.98M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
2
Franklin Resources
Franklin Resources
California
+$24M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$16.7M
4
BlackRock
BlackRock
New York
+$16.5M
5
UBS Group
UBS Group
Switzerland
+$9.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$41.3M
2
Millennium Management
Millennium Management
New York
-$21.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.9M
5
ACM
Ategra Capital Management
Virginia
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
101
IEQ Capital
California
$2.79M -$6.62K -76 -0.2%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$2.73M +$329K +3,777 +13%
MIM
103
MetLife Investment Management
New Jersey
$2.68M +$39.7K +456 +1%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$2.6M -$107K -1,233 -4%
FG
105
Formula Growth
Quebec, Canada
$2.59M – – –
LPL Financial
106
LPL Financial
California
$2.44M -$98K -1,125 -4%
AIM
107
AXA Investment Managers
France
$2.4M +$2.47M +28,332 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.39M -$30K -344 -1%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$2.35M -$31.7K -364 -1%
DADC
110
D.A. Davidson & Co
Montana
$2.34M +$281K +3,229 +13%
AR
111
Advisory Research
Illinois
$2.33M +$89.2K +1,024 +4%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$2.19M +$78.4K +900 +4%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.16M -$74.8K -858 -3%
Mirae Asset Global ETFs Holdings
114
Mirae Asset Global ETFs Holdings
Hong Kong
$2.14M -$286K -3,284 -11%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.1M -$196K -2,252 -8%
OAM
116
OP Asset Management
$2.09M +$129K +1,476 +6%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$2.07M -$6.47M -74,226 -75%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.04M -$580K -6,655 -22%
HI
119
Horizon Investments
North Carolina
$2M -$195K -2,239 -9%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.98M -$423K -4,849 -17%
SG Americas Securities
121
SG Americas Securities
New York
$1.94M +$1.87M +21,415 +1,409%
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
$1.94M -$2.64M -30,320 -57%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$1.91M – – –
VHAM
124
Van Hulzen Asset Management
California
$1.9M -$80.3K -921 -4%
SEI Investments
125
SEI Investments
Pennsylvania
$1.87M +$99.1K +1,137 +5%
3 4
5
6 7

AX Hedge Fund Activity: Q3 2025 in Review

382 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2025, worth a combined $3.82B — up 12% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AX positions and 32 closed out — a net gain of 22 holders — while 125 added to existing stakes and 147 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $41.3M.

  • 382 institutional investors held Axos Financial (AX) as of Q3 2025, up from 365 in Q2 2025.
  • Funds reported $3.82B of Axos Financial stock for Q3 2025, up 12% quarter-over-quarter.
  • 54 funds opened new Axos Financial positions in Q3 2025 and 32 closed out, a net change of +22 holders.
  • The largest Axos Financial buyer in Q3 2025 was Fidelity Investments, an estimated $105M added.
  • The largest Axos Financial seller in Q3 2025 was Citadel Advisors, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2025.