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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 %
IA
176
Inspire Advisors
Idaho
$803K +$43.5K +572 +6%
HSA
177
Hussman Strategic Advisors
Maryland
$798K +$319K +4,200 +67%
GLA
178
Great Lakes Advisors
Illinois
$787K +$8.67K +114 +1%
AF
179
Aviso Financial
Ontario, Canada
$785K -$14.5K -191 -2%
EC
180
EJF Capital
Virginia
$780K +$19.5K +256 +3%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$778K +$192K +2,527 +33%
SGI
182
Summit Global Investments
Utah
$759K +$12.1K +159 +2%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$749K – – –
XT
184
XTX Topco
Cayman Islands
$736K – – –
Squarepoint
185
Squarepoint
New York
$714K -$1.7M -22,291 -70%
IAN
186
Integrated Advisors Network
Texas
$700K +$700K +9,206 New
TRCT
187
Tower Research Capital (TRC)
New York
$690K +$528K +6,947 +326%
PFM
188
Premier Fund Managers
United Kingdom
$669K – – –
Jones Financial Companies
189
Jones Financial Companies
Missouri
$657K +$70.7K +920 +12%
Mariner
190
Mariner
Kansas
$651K +$139K +1,832 +27%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$649K +$45.7K +601 +8%
PA
192
Pinnacle Associates
New York
$639K -$15.2K -200 -2%
CIM
193
CIM Investment Management
Pennsylvania
$631K +$317K +4,345 +101%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$623K +$10.7K +141 +2%
JAM
195
Jupiter Asset Management
United Kingdom
$616K – – –
MML Investors Services
196
MML Investors Services
Massachusetts
$595K +$150K +1,978 +34%
RAM
197
Readystate Asset Management
Illinois
$591K +$591K +7,766 New
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$577K -$70.2K -923 -11%
CAG
199
Csenge Advisory Group
Florida
$572K -$3.34K -48 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
200
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$566K +$566K +7,448 New
6 7
8
9 10