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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
Connor, Clark & Lunn Investment Management (CC&L)
201
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$566K +$503K +7,448 New
IFU
202
iSAM Funds (UK)
United Kingdom
$564K +$501K +7,413 New
X
203
Xponance
Pennsylvania
$555K -$55.5K -821 -10%
AAS
204
Avantax Advisory Services
Texas
$551K +$4.19K +62 +0.9%
OA
205
Oak Associates
Ohio
$543K +$483K +7,142 New
Stifel Financial
206
Stifel Financial
Missouri
$543K -$1.42K -21 -0.3%
MOACM
207
Mutual of America Capital Management
New York
$523K -$68.9K -1,019 -13%
NPT
208
National Philanthropic Trust
Pennsylvania
$508K +$181K +2,685 +67%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$503K -$28.7K -424 -6%
HighTower Advisors
210
HighTower Advisors
Illinois
$496K -$17K -251 -4%
JIP
211
Jaffetilchin Investment Partners
Florida
$496K
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$495K
CWM
213
CIBC World Markets
New York
$488K -$385K -5,703 -47%
DS
214
DRW Securities
Illinois
$487K +$432K +6,398 New
WC
215
Waterloo Capital
Texas
$484K -$406 -6 -0.1%
JIR
216
James Investment Research
Ohio
$469K
GC
217
Guggenheim Capital
Illinois
$447K +$31.6K +468 +9%
Lido Advisors
218
Lido Advisors
California
$444K +$395K +5,842 New
OF
219
Optimize Financial
California
$443K -$2.7K -40 -0.7%
AA
220
ALPS Advisors
Colorado
$435K +$4.66K +69 +1%
CTC
221
Cetera Trust Company
Minnesota
$416K +$23K +340 +7%
EGM
222
Engineers Gate Manager
New York
$411K -$939K -13,886 -72%
CIA
223
Concurrent Investment Advisors
Florida
$411K +$19.8K +293 +6%
Verition Fund Management
224
Verition Fund Management
Connecticut
$410K +$37.5K +555 +11%
Marshall Wace
225
Marshall Wace
United Kingdom
$408K -$169K -2,500 -32%

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.