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Axos Financial, Inc. hedge fund holdings

AXNYSE
$88.93+1.32 (+1.51% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

AX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+5.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025120106$151M$233M337Aug 14, 2025
Q3 2025112108$247M$231M356Nov 14, 2025
Q4 2025108109$201M$169M352Feb 14, 2026
Q1 2026121107$275M$157M366May 15, 2026
Q2 2026124114$322M$245M357Aug 14, 2026

Quarterly action breakdown

Q2 2026
357 filers
New position
43
$30.9M+317K sh
Increased
81
$291M+2.99M sh
Reduced
74
-$198M-2.03M sh
Out / sold
40
-$46.6M-478K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 43.83%-$35.8M$45.8M0.01%Aug 14, 2026
First Eagle Investment Management, LLCAdded 159.17%+$25.5M$41.5M0.03%Aug 24, 2026
Militia Capital Management LLCReduce 66.67%-$19.5M$9.74M0.29%Aug 12, 2026
Kennedy Capital Management LLCAdded 84.23%+$19M$41.5M0.74%Aug 14, 2026
CCG Wealth Management, LLCReduce 93.86%-$14.9M$974K0.23%Aug 7, 2026
Nomura Asset Management International Inc.New Buy+$13.5M$13.5M0.02%Aug 14, 2026
Geneva Capital Management LLCReduce 21.56%-$12.8M$46.5M1.07%Aug 6, 2026
Wasatch Advisors LPReduce 16.35%-$9.82M$50.2M0.33%Jul 10, 2026
Philadelphia Financial Management of San Francisco, LLCSell 100%-$7.5M$00.00%Aug 14, 2026
WCM Investment Management, LLCReduce 75.23%-$6.91M$2.28M0.00%Aug 13, 2026
Voloridge Investment Management, LLCSell 100%-$5.4M$00.00%Aug 14, 2026
Kornitzer Capital Management IncNew Buy+$5.25M$5.25M0.11%Jul 31, 2026
Healthcare of Ontario Pension Plan Trust FundSell 100%-$4.4M$00.00%Aug 13, 2026
Argent Capital Management LLCReduce 44.84%-$4.1M$5.05M0.16%Jul 15, 2026
Emerald Advisers, LLCAdded 8.05%+$3.89M$52.2M1.23%Aug 5, 2026
Public Sector Pension Investment BoardReduce 13.56%-$3.82M$24.3M0.06%Aug 13, 2026
BW Gestao de Investimentos Ltda.New Buy+$3.41M$3.41M0.07%Aug 14, 2026
Empowered Funds, LLCAdded 16.05%+$3.38M$24.5M0.13%Aug 17, 2026
Edgestream Partners, L.P.Added 265.82%+$3.32M$4.57M0.14%Aug 11, 2026
PMC FIG Opportunities LLCReduce 56.82%-$3.28M$2.49M3.98%Aug 14, 2026
1832 Asset Management L.P.Reduce 8.61%-$3.19M$33.8M0.02%Aug 13, 2026
Fred Alger Management, LLCSell 100%-$3.05M$00.00%Aug 14, 2026
First Trust Advisors LPAdded 48.87%+$3M$9.15M0.01%Aug 11, 2026
Emerald Mutual Fund Advisers TrustAdded 8.90%+$2.92M$35.7M1.26%Aug 5, 2026
Quantinno Capital Management LPAdded 52.61%+$2.9M$8.4M0.01%Aug 13, 2026
Empirical Finance, LLCReduce 14.27%-$2.48M$14.9M0.62%Aug 14, 2026
Bragg Financial Advisors, IncAdded 6.00%+$2.08M$36.7M0.98%Aug 12, 2026
Integrated Quantitative Investments LLCSell 100%-$2.06M$00.00%Aug 14, 2026
Persistent Asset Partners LtdSell 100%-$1.98M$00.00%Aug 7, 2026
Gator Capital Management, LLCReduce 10.90%-$1.98M$16.2M3.40%Aug 13, 2026
Renaissance Group LLCReduce 17.02%-$1.88M$9.16M0.37%Aug 13, 2026
Jackson Creek Investment Advisors LLCSell 100%-$1.72M$00.00%Aug 10, 2026
Allstate CorpNew Buy+$1.64M$1.64M0.02%Aug 13, 2026
Stieven Capital Advisors, L.P.Added 6.48%+$1.52M$25M4.77%Aug 14, 2026
Vestcor IncSell 100%-$1.51M$00.00%Aug 11, 2026
Wakefield Asset Management LLLPSell 100%-$1.46M$00.00%Aug 11, 2026
Polen Capital Management LLCSell 100%-$1.43M$00.00%Aug 4, 2026
Shaker Investments LLCReduce 3.35%-$1.2M$34.7M12.47%Jul 15, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 51.34%-$1.19M$1.13M0.00%Aug 13, 2026
Credit Agricole S ASell 100%-$1.16M$00.00%Aug 14, 2026
Horizon Investment Services, LLCSell 100%-$1.07M$00.00%Aug 6, 2026
Rafferty Asset Management, LLCReduce 23.10%-$951K$3.16M0.01%Aug 14, 2026
State of Alaska, Department of RevenueReduce 25.11%-$899K$2.68M0.03%Jul 20, 2026
Ci Investments Inc.Reduce 10.12%-$838K$7.44M0.02%Aug 13, 2026
Inspire Advisors, LLCSell 100%-$795K$00.00%Aug 13, 2026
Loomis Sayles & Co L PReduce 2.62%-$762K$28.3M0.04%Aug 14, 2026
Bayview Asset Management, LLCNew Buy+$723K$723K0.15%Aug 14, 2026
S&T BankReduce 14.26%-$590K$3.55M1.07%Aug 12, 2026
Natixis Advisors, LLCAdded 21.83%+$575K$3.21M0.00%Aug 14, 2026
Guggenheim Capital LLCNew Buy+$572K$572K0.00%Aug 12, 2026
Equitable Trust CoSell 100%-$555K$00.00%Jul 23, 2026
D.A. Davidson & Co.Reduce 20.55%-$532K$2.06M0.01%Jul 24, 2026
Pembroke Management, LTDReduce 3.66%-$530K$13.9M0.99%Aug 13, 2026
GTS Securities LLCSell 100%-$502K$00.00%Aug 14, 2026
Freestone Grove Partners LPAdded 13464.71%+$446K$449K0.00%Aug 14, 2026
KLP Kapitalforvaltning AsReduce 27.61%-$438K$1.15M0.00%Aug 12, 2026
Jefferies Financial Group Inc.Reduce 61.89%-$346K$213K0.00%Aug 17, 2026
State of New Jersey Common Pension Fund DReduce 14.56%-$339K$1.99M0.01%Aug 4, 2026
Americana Partners, LLCNew Buy+$299K$299K0.01%Aug 5, 2026
Banque Pictet & Cie SANew Buy+$296K$296K0.00%Jul 24, 2026
Csenge Advisory GroupReduce 20.52%-$286K$1.11M0.04%Aug 10, 2026
Swiss Life Asset Management LtdReduce 50.38%-$285K$281K0.00%Jul 29, 2026
Van Hulzen Asset Management, LLCReduce 17.00%-$268K$1.31M0.09%Aug 13, 2026
Principal Securities, Inc.New Buy+$265K$265K0.00%Aug 4, 2026
MQS Management LLCSell 100%-$259K$00.00%Aug 7, 2026
NovaPoint Capital, LLCNew Buy+$253K$253K0.05%Aug 6, 2026
&PartnersNew Buy+$243K$243K0.00%Aug 14, 2026
Syon Capital LLCSell 100%-$226K$00.00%Aug 14, 2026
Graham Capital Management, L.P.New Buy+$222K$222K0.00%Aug 14, 2026
CHICAGO TRUST Co NANew Buy+$217K$217K0.03%Jul 16, 2026
Leonard Rickey Investment Advisors P.L.L.C.New Buy+$216K$216K0.03%Jul 23, 2026
Tidal Investments LLCNew Buy+$215K$215K0.00%Aug 13, 2026
CANADA LIFE ASSURANCE CoReduce 4.37%-$198K$4.34M0.01%Aug 13, 2026
Thrivent Financial for LutheransReduce 4.27%-$191K$4.28M0.01%Aug 14, 2026
Osterweis Capital Management IncAdded 1.19%+$189K$16.1M0.76%Aug 14, 2026
Bartlett & Co. Wealth Management LLCNew Buy+$182K$182K0.00%Jul 24, 2026
MML Investors Services, LLCAdded 15.81%+$170K$1.25M0.00%Aug 7, 2026
Lanark Financial, Inc.Sell 100%-$151K$00.00%Jul 21, 2026
Summit Global InvestmentsAdded 24.69%+$131K$660K0.04%Aug 3, 2026
Vise Technologies, Inc.Reduce 24.80%-$114K$345K0.00%Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementAdded 23.01%+$95K$508K0.01%Jul 15, 2026
National Philanthropic TrustAdded 14.55%+$94.8K$746K0.01%Aug 14, 2026
Fiduciary Financial AdvisorsNew Buy+$94.3K$94.3K0.01%Aug 14, 2026
Profund Advisors LLCAdded 23.21%+$79K$419K0.01%Aug 11, 2026
Evolve Private Wealth, LLCAdded 5.19%+$69.1K$1.4M0.09%Aug 12, 2026
CenterBook Partners LPAdded 10.92%+$62.9K$639K0.03%Aug 11, 2026
Concurrent Investment Advisors, LLCReduce 5.96%-$47.7K$752K0.01%Jul 27, 2026
Aviso Financial Inc.Reduce 5.10%-$45.2K$840K0.03%Aug 13, 2026
Lord, Abbett & Co. LLCReduce 0.56%-$43.7K$7.75M0.02%Aug 14, 2026
Lido Advisors, LLCAdded 6.27%+$43.1K$731K0.00%Aug 7, 2026
Victory Financial Group, LLCAdded 16.44%+$42.8K$303K0.03%Jul 29, 2026
Mach-1 Financial Group, LLCReduce 13.55%-$42.4K$270K0.10%Jul 29, 2026
Bank of Nova Scotia Trust CoReduce 13.67%-$41.9K$264K0.02%Aug 11, 2026
DNB Asset Management ASReduce 12.94%-$41.6K$280K0.00%Aug 11, 2026
Illinois Municipal Retirement FundAdded 1.36%+$38.7K$2.87M0.03%Aug 12, 2026
Pictet Asset Management Holding SAReduce 4.00%-$35.5K$854K0.00%Jul 30, 2026
Xponance LLCAdded 5.78%+$35.4K$646K0.00%Aug 10, 2026
B. Metzler seel. Sohn & Co. AGReduce 2.71%-$34.3K$1.23M0.01%Aug 11, 2026
Huntington National BankReduce 14.93%-$33.5K$191K0.00%Aug 13, 2026
Keebeck Wealth ManagementReduce 4.98%-$31.6K$602K0.06%Aug 11, 2026

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