Axos Financial
352 hedge funds and large institutions have $2.96B invested in Axos Financial in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 123 reducing their positions, and 46 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 123
9% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 46
1% less funds holding
Funds holding: 357 → 352 (-5)
2.47% less ownership
Funds ownership: 82.79% → 80.32% (-2.5%)
10% less capital invested
Capital invested by funds: $3.3B → $2.96B (-$344M)
23% less call options, than puts
Call options by funds: $18.2M | Put options by funds: $23.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$26.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$18.8M |
| 3 |
VC
Voss Capital
Houston,
Texas
|
+$14.1M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$8.73M |
| 5 |
MCP
Militia Capital Partners
Las Vegas,
Nevada
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$27.3M |
| 2 |
Goldman Sachs
New York
|
-$22.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$22M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$20.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.9M |
AX Hedge Fund Activity: Q1 2025 in Review
352 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2025, worth a combined $2.96B — down 10% from $3.3B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of AX and 42 opened new positions — a net loss of 4 holders — while 123 trimmed existing stakes and 115 added.
The largest buyer was Citadel Advisors, adding an estimated $26.9M. The largest seller was State Street, cutting an estimated $27.3M.
- 352 institutional investors held Axos Financial (AX) as of Q1 2025, down from 357 in Q4 2024.
- Funds reported $2.96B of Axos Financial stock for Q1 2025, down 10% quarter-over-quarter.
- 42 funds opened new Axos Financial positions in Q1 2025 and 46 closed out, a net change of -4 holders.
- The largest Axos Financial buyer in Q1 2025 was Citadel Advisors, an estimated $26.9M added.
- The largest Axos Financial seller in Q1 2025 was State Street, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2025.