Axos Financial
386 hedge funds and large institutions have $4.05B invested in Axos Financial in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 34 closing their positions.
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3.05% more ownership
Funds ownership: 81.1% → 84.15% (+3%)
2% more funds holding
Funds holding: 378 → 386 (+8)
8% more call options, than puts
Call options by funds: $15M | Put options by funds: $14M
8% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 133
2% more capital invested
Capital invested by funds: $3.96B → $4.05B (+$92.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$31.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$27.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$14.4M |
| 2 |
AG
Algert Global
San Francisco,
California
|
-$14.1M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$12.8M |
| 4 |
EP
Edgestream Partners
Princeton,
New Jersey
|
-$12.6M |
| 5 |
Millennium Management
New York
|
-$12.5M |
AX Hedge Fund Activity: Q1 2026 in Review
386 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2026, worth a combined $4.05B — up 2.3% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AX positions and 34 closed out — a net gain of 16 holders — while 143 added to existing stakes and 133 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $51.7M. The largest seller was Nuveen, cutting an estimated $14.4M.
- 386 institutional investors held Axos Financial (AX) as of Q1 2026, up from 378 in Q4 2025.
- Funds reported $4.05B of Axos Financial stock for Q1 2026, up 2.3% quarter-over-quarter.
- 50 funds opened new Axos Financial positions in Q1 2026 and 34 closed out, a net change of +16 holders.
- The largest Axos Financial buyer in Q1 2026 was Fidelity Investments, an estimated $51.7M added.
- The largest Axos Financial seller in Q1 2026 was Nuveen, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2026.