Axos Financial
387 hedge funds and large institutions have $4.71B invested in Axos Financial in 2026 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 47 closing their positions.
16% more capital invested
Capital invested by funds: $4.05B → $4.71B (+$657M)
10% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 127
9% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 47
0.84% more ownership
Funds ownership: 84.17% → 85.01% (+0.84%)
0% more funds holding
Funds holding: 387 → 387 (0)
4% less call options, than puts
Call options by funds: $16.7M | Put options by funds: $17.3M
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
|
+$47.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$27.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$25.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$33.1M |
| 2 |
CWM
CCG Wealth Management
San Diego,
California
|
-$13.8M |
| 3 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$11.8M |
| 4 |
Squarepoint
New York
|
-$10.5M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$10.4M |
AX Hedge Fund Activity: Q2 2026 in Review
387 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2026, worth a combined $4.71B — up 16% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AX positions and 47 closed out — a net gain of 4 holders — while 140 added to existing stakes and 127 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47.9M. The largest seller was Wellington Management Group, cutting an estimated $33.1M.
- 387 institutional investors held Axos Financial (AX) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $4.71B of Axos Financial stock for Q2 2026, up 16% quarter-over-quarter.
- 51 funds opened new Axos Financial positions in Q2 2026 and 47 closed out, a net change of +4 holders.
- The largest Axos Financial buyer in Q2 2026 was Fidelity Investments, an estimated $47.9M added.
- The largest Axos Financial seller in Q2 2026 was Wellington Management Group, an estimated $33.1M sold.
Based on aggregated 13F filings for Q2 2026.