We are live on ! Find out more
AX icon

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
BlackRock
1
BlackRock
New York
$606M -$22.2M -329,107 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$452M -$5.71M -84,499 -1%
State Street
3
State Street
Massachusetts
$202M -$18.4M -272,644 -9%
American Century Companies
4
American Century Companies
Missouri
$181M +$15.3M +226,892 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$177M -$8.24M -121,840 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$116M -$1.65M -24,384 -2%
DAM
7
Davis Asset Management
California
$111M
WA
8
Wasatch Advisors
Utah
$69.1M -$7.1M -105,001 -10%
Ameriprise
9
Ameriprise
Minnesota
$56.3M +$3.97M +58,774 +9%
GCM
10
Geneva Capital Management
Wisconsin
$56.2M +$2.85M +42,126 +6%
Northern Trust
11
Northern Trust
Illinois
$51.7M -$3.41M -50,472 -7%
Charles Schwab
12
Charles Schwab
California
$49M -$893K -13,208 -2%
Morgan Stanley
13
Morgan Stanley
New York
$45.6M -$408K -6,030 -1%
EA
14
Emerald Advisers
Pennsylvania
$42.1M +$1.35M +20,005 +4%
N
15
Nuveen
North Carolina
$39.4M -$1.92M -28,342 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$36.7M -$8.01M -118,528 -20%
SI
17
Shaker Investments
Ohio
$31.2M -$859K -12,706 -3%
Millennium Management
18
Millennium Management
New York
$30.2M +$16.2M +239,033 +152%
Boston Partners
19
Boston Partners
Massachusetts
$29.6M -$8.31M -122,884 -24%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.4M +$227K +3,365 +0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.2M -$652K -9,641 -2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$28.7M -$879 -13 -0%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$27.8M -$4.39M -64,928 -15%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.7M
BFA
25
Bragg Financial Advisors
North Carolina
$26.9M +$8.25K +122 +0%

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.