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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
SCM
176
Sterling Capital Management
North Carolina
$820K +$27.6K +408 +4%
IA
177
Inspire Advisors
Idaho
$803K +$38.7K +572 +6%
HSA
178
Hussman Strategic Advisors
Maryland
$798K +$284K +4,200 +67%
GLA
179
Great Lakes Advisors
Illinois
$787K +$7.71K +114 +1%
AF
180
Aviso Financial
Ontario, Canada
$785K -$12.9K -191 -2%
EC
181
EJF Capital
Virginia
$780K +$17.3K +256 +3%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$778K +$171K +2,527 +33%
SGI
183
Summit Global Investments
Utah
$759K +$10.7K +159 +2%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$749K
XT
185
XTX Topco
Cayman Islands
$736K
Squarepoint
186
Squarepoint
New York
$714K -$1.51M -22,291 -70%
IAN
187
Integrated Advisors Network
Texas
$700K +$622K +9,206 New
TRCT
188
Tower Research Capital (TRC)
New York
$690K +$470K +6,947 +326%
PFM
189
Premier Fund Managers
United Kingdom
$669K
Jones Financial Companies
190
Jones Financial Companies
Missouri
$657K +$62.2K +920 +12%
Mariner
191
Mariner
Kansas
$651K +$124K +1,832 +27%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$649K +$40.6K +601 +8%
PA
193
Pinnacle Associates
New York
$639K -$13.5K -200 -2%
CIM
194
CIM Investment Management
Pennsylvania
$631K +$294K +4,345 +101%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$623K +$9.53K +141 +2%
JAM
196
Jupiter Asset Management
United Kingdom
$616K
MML Investors Services
197
MML Investors Services
Massachusetts
$595K +$134K +1,978 +34%
RAM
198
Readystate Asset Management
Illinois
$591K +$525K +7,766 New
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$577K -$62.4K -923 -11%
CAG
200
Csenge Advisory Group
Florida
$572K -$3.24K -48 -0.6%

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.