Axos Financial
378 hedge funds and large institutions have $3.96B invested in Axos Financial in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 129 reducing their positions, and 42 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 129
1.29% more ownership
Funds ownership: 79.81% → 81.1% (+1.3%)
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
4% more capital invested
Capital invested by funds: $3.82B → $3.96B (+$143M)
0% less call options, than puts
Call options by funds: $25.3M | Put options by funds: $25.4M
1% less funds holding
Funds holding: 382 → 378 (-4)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.5M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$30.9M |
| 3 |
BlackRock
New York
|
+$14.6M |
| 4 |
Goldman Sachs
New York
|
+$11M |
| 5 |
Squarepoint
New York
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$23.7M |
| 2 |
Two Sigma Investments
New York
|
-$9.14M |
| 3 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$6.46M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$5.91M |
| 5 |
Janus Henderson Group
London,
|
-$4.16M |
AX Hedge Fund Activity: Q4 2025 in Review
378 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2025, worth a combined $3.96B — up 3.7% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AX positions and 42 closed out — a net gain of 3 holders — while 143 added to existing stakes and 129 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $39.5M. The largest seller was Wasatch Advisors, cutting an estimated $23.7M.
- 378 institutional investors held Axos Financial (AX) as of Q4 2025, down from 382 in Q3 2025.
- Funds reported $3.96B of Axos Financial stock for Q4 2025, up 3.7% quarter-over-quarter.
- 45 funds opened new Axos Financial positions in Q4 2025 and 42 closed out, a net change of +3 holders.
- The largest Axos Financial buyer in Q4 2025 was Fidelity Investments, an estimated $39.5M added.
- The largest Axos Financial seller in Q4 2025 was Wasatch Advisors, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2025.