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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
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$1.9M -$33.8K -500 -2%
DADC
127
D.A. Davidson & Co
Montana
$1.86M +$31.6K +467 +2%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$1.82M -$1.62M -23,924 -50%
VHAM
129
Van Hulzen Asset Management
California
$1.77M -$249K -3,689 -14%
OAM
130
OP Asset Management
$1.77M +$223K +3,296 +17%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$1.71M
Natixis Advisors
132
Natixis Advisors
Massachusetts
$1.67M +$85.9K +1,271 +6%
CP
133
CenterBook Partners
Connecticut
$1.62M +$1.44M +21,337 New
NSEDCP
134
NJ State Employees Deferred Compensation Plan
New Jersey
$1.6M
SEI Investments
135
SEI Investments
Pennsylvania
$1.59M -$6.83M -101,072 -83%
AC
136
Avenir Corporation
Virginia
$1.58M
YCM
137
Yousif Capital Management
Michigan
$1.54M +$5.07K +75 +0.4%
DB
138
Danske Bank
Denmark
$1.47M +$1.29M +19,077 +9,539%
Comerica Bank
139
Comerica Bank
Texas
$1.46M +$18.2K +270 +1%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$1.46M -$480K -7,100 -27%
PAP
141
Persistent Asset Partners
Hong Kong
$1.43M +$1.27M +18,781 New
BMSSC
142
B. Metzler seel. Sohn & Co
Germany
$1.38M -$264K -3,907 -18%
RI
143
Ridgewood Investments
New Jersey
$1.37M
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$43.5K +644 +4%
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$1.3M
WAM
146
Wakefield Asset Management
Colorado
$1.3M -$13.6K -201 -1%
ACM
147
Aquatic Capital Management
Illinois
$1.3M +$1.15M +17,059 New
ETC
148
Exchange Traded Concepts
Oklahoma
$1.28M +$65.3K +966 +6%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.21M
KK
150
KLP Kapitalforvaltning
Norway
$1.21M +$54.1K +800 +5%

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.