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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
GCP
126
GSA Capital Partners
United Kingdom
$1.83M -$2.43M -27,930 -56%
QT
127
Quantbot Technologies
New York
$1.79M -$687K -7,883 -27%
NSEDCP
128
NJ State Employees Deferred Compensation Plan
New Jersey
$1.78M – – –
AC
129
Avenir Corporation
Virginia
$1.76M – – –
Natixis Advisors
130
Natixis Advisors
Massachusetts
$1.75M -$117K -1,338 -6%
CP
131
CenterBook Partners
Connecticut
$1.72M -$89.6K -1,028 -5%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$1.64M -$741K -8,500 -31%
RI
133
Ridgewood Investments
New Jersey
$1.53M – – –
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$1.5M +$45.7K +524 +3%
YCM
135
Yousif Capital Management
Michigan
$1.49M -$230K -2,643 -13%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.48M +$8.28K +95 +0.5%
QCM
137
Quantinno Capital Management
New York
$1.47M +$284K +3,255 +23%
EGM
138
Engineers Gate Manager
New York
$1.46M +$1.04M +11,895 +220%
WAM
139
Wakefield Asset Management
Colorado
$1.44M -$3.31K -38 -0.2%
Comerica Bank
140
Comerica Bank
Texas
$1.41M -$217K -2,491 -13%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$1.39M +$718K +8,242 +101%
Lazard Asset Management
142
Lazard Asset Management
New York
$1.38M -$1.79M -20,490 -56%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$1.38M +$675K +7,741 +91%
BMSSC
144
B. Metzler seel. Sohn & Co
Germany
$1.38M -$164K -1,885 -10%
AB
145
Amalgamated Bank
New York
$1.37M +$77.8K +893 +6%
CAG
146
Csenge Advisory Group
Florida
$1.35M +$677K +7,770 +94%
NIG
147
NFJ Investment Group
Texas
$1.35M -$825K -9,462 -37%
KK
148
KLP Kapitalforvaltning
Norway
$1.35M – – –
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.35M -$6.19K -71 -0.4%
ASRS
150
Arizona State Retirement System
Arizona
$1.34M +$1.57K +18 +0.1%
4 5
6
7 8

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.