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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
ASRS
151
Arizona State Retirement System
Arizona
$1.2M +$18.4K +272 +2%
MSRPS
152
Maryland State Retirement & Pension System
Maryland
$1.2M -$8.92K -132 -0.8%
Victory Capital Management
153
Victory Capital Management
Texas
$1.19M -$60.8K -900 -5%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M -$68.7K -1,016 -6%
AB
155
Amalgamated Bank
New York
$1.16M -$11.7K -173 -1%
CWM
156
CCG Wealth Management
California
$1.16M
VOYA Investment Management
157
VOYA Investment Management
Georgia
$1.13M +$9.73K +144 +1%
QCM
158
Quantinno Capital Management
New York
$1.07M +$167K +2,478 +21%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M +$52K +769 +6%
SIM
160
SummerHaven Investment Management
Connecticut
$1.04M +$15.8K +234 +2%
KP
161
Keel Point
Alabama
$1.01M +$406 +6 +0%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$989K +$13.7K +202 +2%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$970K -$9.02M -133,463 -91%
Truist Financial
164
Truist Financial
North Carolina
$949K +$166K +2,457 +25%
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$935K -$6.76K -100 -0.8%
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$906K -$8.79K -130 -1%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$897K +$250K +3,702 +46%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$888K +$174K +2,569 +32%
ProShare Advisors
169
ProShare Advisors
Maryland
$887K -$81.1K -1,200 -9%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$882K
Cerity Partners
171
Cerity Partners
New York
$879K +$72.7K +1,075 +10%
HW
172
Hancock Whitney
Mississippi
$878K +$6.83K +101 +0.9%
Federated Hermes
173
Federated Hermes
Pennsylvania
$871K +$52.9K +782 +7%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$857K
TD Asset Management
175
TD Asset Management
Ontario, Canada
$834K +$38.7K +573 +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.