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Axos Financial

348 hedge funds and large institutions have $2.96B invested in Axos Financial in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
43
Increased
116
Reduced
122
Closed
41
Calls
$18.2M
Puts
$23.7M
Net Calls
-$5.48M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
176
Great Lakes Advisors
Illinois
$660K -$14.6K -226 -2%
Truist Financial
177
Truist Financial
North Carolina
$647K +$32K +496 +5%
EC
178
EJF Capital
Virginia
$645K +$774 +12 +0.1%
IA
179
Inspire Advisors
Idaho
$645K +$645K +9,993 New
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$635K
SGI
181
Summit Global Investments
Utah
$634K +$158K +2,457 +33%
XT
182
XTX Topco
Cayman Islands
$624K +$624K +9,677 New
PA
183
Pinnacle Associates
New York
$555K
PFM
184
Premier Fund Managers
United Kingdom
$554K
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$549K +$110K +1,711 +25%
Wolverine Trading
186
Wolverine Trading
Illinois
$546K +$170K +2,673 +45%
X
187
Xponance
Pennsylvania
$524K +$8.26K +128 +2%
JAM
188
Jupiter Asset Management
United Kingdom
$523K +$523K +8,104 New
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$520K +$7.42K +115 +1%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$517K +$252K +3,901 +95%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$513K -$7.07M -109,956 -93%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$512K -$231K -3,583 -31%
MOACM
193
Mutual of America Capital Management
New York
$510K -$20.5K -317 -4%
Marshall Wace
194
Marshall Wace
United Kingdom
$508K +$508K +7,866 New
CAG
195
Csenge Advisory Group
Florida
$498K +$117K +1,948 +31%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$497K +$261K +4,042 +110%
SC
197
Savant Capital
Illinois
$493K +$135K +2,099 +38%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$484K -$23.4K -368 -5%
AAS
199
Avantax Advisory Services
Texas
$464K +$4.32K +67 +0.9%
Stifel Financial
200
Stifel Financial
Missouri
$462K -$9.61K -149 -2%