Axos Financial, Inc.: which funds bought and sold
Institutions that bought and sold Axos Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 186 institutions that filed 13F reports for both quarters added to or opened positions in Axos Financial, and 171 cut or closed them. Together they added a net 686K shares, +1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 827K shares (+7.7%); index fund managers were net buyers of 373K shares (+1.8%). 49 opened a new position and 46 sold out entirely.
Bought, Q2 2026 186 institutions, 49 of them new holders Sold, Q2 2026 171 institutions, 46 of them sold out
Net change, all compared +686K shares (+1.4%)
Net change, active managers +827K shares (+7.7%), 20 bought, 26 sold
Buyers versus sellers
186 bought 66 171 sold
Active managers and hedge funds 20 bought · 26 sold · +827K
Index fund managers 9 bought · 3 sold · +373K
Other institutions 157 bought · 142 sold · −513K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +532K +21.8% | 3.0M | $289M |
| Citadel Advisors LLC Hedge fund | +307K +446.2% | 376K | $36.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +287K +233.4% | 410K | $39.9M |
| First Eagle Investment Management, LLC Active manager | +262K +159.2% | 427K | $41.5M |
| State Street Corp Index funds | +207K +7.4% | 3.0M | $294M |
| American Century Companies Inc Active manager | +195K +7.8% | 2.7M | $264M |
| Kennedy Capital Management LLC Active manager | +195K +84.2% | 426K | $41.5M |
| Nomura Asset Management International Inc. | +139K New position | 139K | $13.5M |
| Goldman Sachs Group Inc | +100K +28.2% | 453K | $44.2M |
| Invesco Ltd. | +71K +13.1% | 618K | $60.1M |
| Blackrock, Inc. Index funds | +68K +0.8% | 8.4M | $817M |
| Royce & Associates LP Active manager | +67K +49.5% | 201K | $19.6M |
| Kornitzer Capital Management Inc | +54K New position | 54K | $5.2M |
| Morgan Stanley | +47K +8.7% | 591K | $57.6M |
| Vanguard Portfolio Management LLC Index funds | +46K +1.5% | 3.1M | $305M |
| Emerald Advisers, LLC | +40K +8.0% | 536K | $52.2M |
| Bw Gestao De Investimentos Ltda. | +35K New position | 35K | $3.4M |
| Empowered Funds, LLC | +35K +16.0% | 251K | $24.5M |
| Edgestream Partners, L.P. Hedge fund | +34K +265.8% | 47K | $4.6M |
| Raymond James Financial Inc | +31K +21.8% | 175K | $17M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +532K +21.8% | 3.0M | $289M |
| Citadel Advisors LLC Hedge fund | +307K +446.2% | 376K | $36.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +287K +233.4% | 410K | $39.9M |
| First Eagle Investment Management, LLC Active manager | +262K +159.2% | 427K | $41.5M |
| American Century Companies Inc Active manager | +195K +7.8% | 2.7M | $264M |
| Kennedy Capital Management LLC Active manager | +195K +84.2% | 426K | $41.5M |
| Royce & Associates LP Active manager | +67K +49.5% | 201K | $19.6M |
| Edgestream Partners, L.P. Hedge fund | +34K +265.8% | 47K | $4.6M |
| Boston Partners Active manager | +20K +5.0% | 434K | $42.3M |
| Quantbot Technologies LP Hedge fund | +20K +479.4% | 24K | $2.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −367K −43.8% | 471K | $45.8M |
| Militia Capital Management LLC | −200K −66.7% | 100K | $9.7M |
| Ccg Wealth Management, LLC | −153K −93.9% | 10K | $973,900 |
| Geneva Capital Management LLC Active manager | −131K −21.6% | 477K | $46.5M |
| Squarepoint Ops LLC Hedge fund | −117K −64.8% | 64K | $6.2M |
| Allspring Global Investments Holdings, LLC | −115K −26.5% | 318K | $31.4M |
| Cerity Partners LLC | −113K −90.2% | 12K | $1.2M |
| Wasatch Advisors LP Active manager | −101K −16.4% | 516K | $50.2M |
| Philadelphia Financial Management Of San Francisco, LLC | −88K Sold out | 0 | — |
| WCM Investment Management, LLC Active manager | −72K −75.2% | 24K | $2.3M |
| Voloridge Investment Management, LLC Hedge fund | −63K Sold out | 0 | — |
| Ameriprise Financial Inc | −54K −7.6% | 654K | $63.7M |
| Bank Of America Corp | −53K −23.9% | 169K | $16.4M |
| Healthcare Of Ontario Pension Plan Trust Fund | −52K Sold out | 0 | — |
| Royal Bank Of Canada | −47K −48.0% | 51K | $5M |
| Argent Capital Management LLC | −42K −44.8% | 52K | $5M |
| Prudential Financial Inc | −41K −33.8% | 81K | $7.9M |
| Franklin Resources Inc Active manager | −41K −5.4% | 714K | $69.6M |
| Public Sector Pension Investment Board | −39K −13.6% | 250K | $24.3M |
| Fred Alger Management, LLC Active manager | −36K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −367K −43.8% | 471K | $45.8M |
| Geneva Capital Management LLC Active manager | −131K −21.6% | 477K | $46.5M |
| Squarepoint Ops LLC Hedge fund | −117K −64.8% | 64K | $6.2M |
| Wasatch Advisors LP Active manager | −101K −16.4% | 516K | $50.2M |
| WCM Investment Management, LLC Active manager | −72K −75.2% | 24K | $2.3M |
| Voloridge Investment Management, LLC Hedge fund | −63K Sold out | 0 | — |
| Franklin Resources Inc Active manager | −41K −5.4% | 714K | $69.6M |
| Fred Alger Management, LLC Active manager | −36K Sold out | 0 | — |
| Algert Global LLC Hedge fund | −34K −17.8% | 158K | $15.4M |
| AQR Capital Management LLC Hedge fund | −33K −14.0% | 202K | $19.7M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Nomura Asset Management International Inc. | 139K | $13.5M |
| Kornitzer Capital Management Inc | 54K | $5.2M |
| Bw Gestao De Investimentos Ltda. | 35K | $3.4M |
| Denali Advisors LLC | 24K | $2.4M |
| Allstate Corp | 17K | $1.6M |
| Bayview Asset Management, LLC | 7,420 | $722,634 |
| Guggenheim Capital LLC | 5,876 | $572,264 |
| Marshall Wace, LLPHedge fund | 5,751 | $560,090 |
| Mirabella Financial Services LLP | 5,572 | $542,657 |
| Drw Securities, LLC | 5,254 | $511,687 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Philadelphia Financial Management Of San Francisco, LLC | 88K | $7.5M |
| Voloridge Investment Management, LLCHedge fund | 63K | $5.4M |
| Healthcare Of Ontario Pension Plan Trust Fund | 52K | $4.4M |
| Fred Alger Management, LLCActive manager | 36K | $3.1M |
| Two Sigma Investments, LPHedge fund | 32K | $2.7M |
| Integrated Quantitative Investments LLC | 24K | $2.1M |
| Persistent Asset Partners Ltd | 23K | $2M |
| Jackson Creek Investment Advisors LLC | 20K | $1.7M |
| Vestcor Inc | 18K | $1.5M |
| Wakefield Asset Management LLLP | 17K | $1.5M |
Who holds the shares
- Institutions reporting
- 380
- Ten largest holders
- 60.0% of 13F-reported shares
- Index fund managers
- 43.3% of 13F-reported shares
- Active managers and hedge funds
- 23.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 20 | 26 | 4 | 8 | +827K | +7.7% |
| Index fund managers | 9 | 3 | 0 | 0 | +373K | +1.8% |
| Other institutions | 157 | 142 | 45 | 38 | −513K | −3.1% |