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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 %
BlackRock
1
BlackRock
New York
$535M +$249K +3,866 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$389M -$6.79M -105,184 -2%
State Street
3
State Street
Massachusetts
$189M -$26M -402,598 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$158M -$8.39M -130,028 -5%
American Century Companies
5
American Century Companies
Missouri
$139M +$17.8M +276,450 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$99.8M +$3.73M +57,749 +4%
DAM
7
Davis Asset Management
California
$94M
WA
8
Wasatch Advisors
Utah
$65.4M -$2.81M -43,520 -4%
Northern Trust
9
Northern Trust
Illinois
$47.1M -$820K -12,702 -2%
GCM
10
Geneva Capital Management
Wisconsin
$45M -$171K -2,652 -0.4%
Ameriprise
11
Ameriprise
Minnesota
$44M +$279K +4,332 +0.6%
Charles Schwab
12
Charles Schwab
California
$42.4M -$861K -13,341 -2%
Morgan Stanley
13
Morgan Stanley
New York
$39.1M -$6.37M -98,699 -14%
Citadel Advisors
14
Citadel Advisors
Florida
$38.8M +$25.5M +395,894 +193%
NL
15
Nuveen LLC
North Carolina
$35.2M +$35.2M +546,190 New
EA
16
Emerald Advisers
Pennsylvania
$34.4M +$3.51M +54,466 +11%
Boston Partners
17
Boston Partners
Massachusetts
$31.2M +$4.8M +77,730 +18%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$27.7M -$635K -9,836 -2%
SI
19
Shaker Investments
Ohio
$27.3M -$191K -2,953 -0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.4M -$1.08M -16,737 -4%
JFL
21
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.7M -$1.4M -21,644 -5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$24.3M -$17M -264,172 -41%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.5M +$40.5K +628 +0.2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$23M -$3.51M -54,429 -13%
BFA
25
Bragg Financial Advisors
North Carolina
$22.8M -$2.87M -44,414 -11%