AXOS FINANCIAL INC (AX): Institutional Ownership

Hedge funds and institutional managers reporting a position in AX · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
11
13F filers
Aggregate Value
$18.0M
Across holders
Last Price
$96.23
2026-06-26
Sector
Financials
GICS
Holder activity5 new2 added4 reduced
Institutional Holders of AX
11 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund120K$10.2M56.9%0.1%Added+$8.1MQ1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund32K$2.7M15.0%0.0%Reduced$-3.2MQ1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund20K$1.7M9.3%0.0%Reduced$-2.6MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund16K$1.4M7.8%0.0%NewQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund8K$678K3.8%0.0%NewQ3 2025
Verition Fund Management LLC
CIK 0001454027
Hedge Fund5K$409K2.3%0.0%NewQ3 2025
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund4K$322K1.8%0.0%Added+$2KQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund3K$272K1.5%0.0%Reduced$-330KQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund3K$269K1.5%0.0%NewQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund337$29K0.2%0.0%NewQ1 2026
First Eagle Investment Management, LLC
CIK 0001325447
Institutional Manager40$3K0.0%0.0%Reduced$-12.1MQ1 2026