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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 %
FAM
201
Fred Alger Management
New York
$456K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$454K +$131K +2,031 +41%
HighTower Advisors
203
HighTower Advisors
Illinois
$437K -$424K -6,570 -49%
Mariner
204
Mariner
Kansas
$434K +$21.4K +331 +5%
JIP
205
Jaffetilchin Investment Partners
Florida
$421K
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$420K
WC
207
Waterloo Capital
Texas
$411K +$387 +6 +0.1%
HSA
208
Hussman Strategic Advisors
Maryland
$406K
MWM
209
Moran Wealth Management
Florida
$400K +$41.9K +649 +12%
JIR
210
James Investment Research
Ohio
$398K
OF
211
Optimize Financial
California
$378K +$37.4K +580 +11%
MML Investors Services
212
MML Investors Services
Massachusetts
$377K +$91.5K +1,419 +32%
PA
213
PharVision Advisers
Florida
$375K +$375K +5,812 New
AA
214
ALPS Advisors
Colorado
$364K +$7.68K +119 +2%
AIP
215
Ameritas Investment Partners
Nebraska
$357K -$12.2K -189 -3%
GC
216
Guggenheim Capital
Illinois
$349K +$110K +1,709 +46%
ECM
217
Everence Capital Management
Indiana
$344K
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$334K +$32.3K +501 +11%
CTC
219
Cetera Trust Company
Minnesota
$331K
CIA
220
Concurrent Investment Advisors
Florida
$330K +$330K +5,117 New
Osaic Holdings
221
Osaic Holdings
Arizona
$328K +$68.7K +1,065 +27%
N
222
Numerai
California
$318K -$1.19M -18,484 -79%
Verition Fund Management
223
Verition Fund Management
Connecticut
$312K -$1.25M -19,383 -80%
CIA
224
Choate Investment Advisors
Massachusetts
$307K
MCCP
225
Mission Creek Capital Partners
California
$299K