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Axos Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
IFU
201
iSAM Funds (UK)
United Kingdom
$564K +$564K +7,413 New
X
202
Xponance
Pennsylvania
$555K -$62.4K -821 -10%
AAS
203
Avantax Advisory Services
Texas
$551K +$4.71K +62 +0.9%
OA
204
Oak Associates
Ohio
$543K +$543K +7,142 New
Stifel Financial
205
Stifel Financial
Missouri
$543K -$1.6K -21 -0.3%
MOACM
206
Mutual of America Capital Management
New York
$523K -$77.5K -1,019 -13%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$503K -$32.2K -424 -6%
HighTower Advisors
208
HighTower Advisors
Illinois
$496K -$19.1K -251 -4%
JIP
209
Jaffetilchin Investment Partners
Florida
$496K
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$495K
CWM
211
CIBC World Markets
New York
$488K -$434K -5,703 -47%
DS
212
DRW Securities
Illinois
$487K +$487K +6,398 New
WC
213
Waterloo Capital
Texas
$484K -$456 -6 -0.1%
JIR
214
James Investment Research
Ohio
$469K
GC
215
Guggenheim Capital
Illinois
$447K +$35.6K +468 +9%
Lido Advisors
216
Lido Advisors
California
$444K +$444K +5,842 New
OF
217
Optimize Financial
California
$443K -$3.04K -40 -0.7%
AA
218
ALPS Advisors
Colorado
$435K +$5.25K +69 +1%
CTC
219
Cetera Trust Company
Minnesota
$416K +$25.9K +340 +7%
EGM
220
Engineers Gate Manager
New York
$411K -$1.06M -13,886 -72%
CIA
221
Concurrent Investment Advisors
Florida
$411K +$22.3K +293 +6%
Verition Fund Management
222
Verition Fund Management
Connecticut
$410K +$42.2K +555 +11%
Marshall Wace
223
Marshall Wace
United Kingdom
$408K -$190K -2,500 -32%
KWM
224
Keebeck Wealth Management
Illinois
$406K +$406K +5,335 New
ECM
225
Everence Capital Management
Indiana
$405K