Axos Financial
382 hedge funds and large institutions have $3.82B invested in Axos Financial in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 125 increasing their positions, 147 reducing their positions, and 32 closing their positions.
69% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 32
12% more capital invested
Capital invested by funds: $3.41B → $3.82B (+$411M)
5% more funds holding
Funds holding: 365 → 382 (+17)
8% more call options, than puts
Call options by funds: $29.3M | Put options by funds: $27.1M
0.35% more ownership
Funds ownership: 79.46% → 79.81% (+0.35%)
15% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 147
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$24M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$16.7M |
| 4 |
BlackRock
New York
|
+$16.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$41.3M |
| 2 |
Millennium Management
New York
|
-$21.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13.6M |
| 4 |
Morgan Stanley
New York
|
-$10.9M |
| 5 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$6.96M |
AX Hedge Fund Activity: Q3 2025 in Review
382 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2025, worth a combined $3.82B — up 12% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AX positions and 32 closed out — a net gain of 22 holders — while 125 added to existing stakes and 147 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $41.3M.
- 382 institutional investors held Axos Financial (AX) as of Q3 2025, up from 365 in Q2 2025.
- Funds reported $3.82B of Axos Financial stock for Q3 2025, up 12% quarter-over-quarter.
- 54 funds opened new Axos Financial positions in Q3 2025 and 32 closed out, a net change of +22 holders.
- The largest Axos Financial buyer in Q3 2025 was Fidelity Investments, an estimated $105M added.
- The largest Axos Financial seller in Q3 2025 was Citadel Advisors, an estimated $41.3M sold.
Based on aggregated 13F filings for Q3 2025.