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Axos Financial
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Overview Fund Activity

360 hedge funds and large institutions have $3.4B invested in Axos Financial in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
+12
Holders Change %
+3.45%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
51
Increased
128
Reduced
126
Closed
35
Calls
$28M
Puts
$22.7M
Net Calls
+$5.25M
Net Calls Change
+$10.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.2M
2
American Century Companies
2
American Century Companies
Missouri
$181M
3
BFM
3
Boothbay Fund Management
New York
$9.64M
4
EP
4
Edgestream Partners
New Jersey
$12.6M
5
AG
5
Algert Global
California
$23.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$606M
2
State Street
2
State Street
Massachusetts
$202M
3
VC
3
Voss Capital
Texas
$0
4
EIP
4
Epoch Investment Partners
New York
$3.45M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
151
Maryland State Retirement & Pension System
Maryland
$1.2M -$10K -132 -0.8%
Victory Capital Management
152
Victory Capital Management
Texas
$1.19M -$68.4K -900 -5%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M -$77.3K -1,016 -6%
AB
154
Amalgamated Bank
New York
$1.16M -$13.2K -173 -1%
CWM
155
CCG Wealth Management
California
$1.16M – – –
VOYA Investment Management
156
VOYA Investment Management
Georgia
$1.13M +$11K +144 +1%
QCM
157
Quantinno Capital Management
New York
$1.07M +$188K +2,478 +21%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M +$58.5K +769 +6%
SIM
159
SummerHaven Investment Management
Connecticut
$1.04M +$17.8K +234 +2%
KP
160
Keel Point
Alabama
$1.01M +$456 +6 +0%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$989K +$15.4K +202 +2%
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$970K -$10.1M -133,463 -91%
Truist Financial
163
Truist Financial
North Carolina
$949K +$187K +2,457 +25%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$935K -$7.6K -100 -0.8%
PFSRSONJ
165
Police & Firemen's Retirement System of New Jersey
New Jersey
$906K -$9.89K -130 -1%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$897K +$284K +3,702 +46%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$888K +$215K +2,569 +32%
ProShare Advisors
168
ProShare Advisors
Maryland
$887K -$91.2K -1,200 -9%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$882K – – –
Cerity Partners
170
Cerity Partners
New York
$879K +$81.7K +1,075 +10%
HW
171
Hancock Whitney
Mississippi
$878K +$7.68K +101 +0.9%
Federated Hermes
172
Federated Hermes
Pennsylvania
$871K +$59.5K +782 +7%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$857K – – –
TD Asset Management
174
TD Asset Management
Ontario, Canada
$834K +$43.6K +573 +6%
SCM
175
Sterling Capital Management
North Carolina
$820K +$31K +408 +4%
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7
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