WhaleCreep

Which hedge funds own AX? AXOS FINANCIAL INC, Q2 2026 13F holders

Financial ServicesBanks - Regional

31 tracked hedge funds disclosed a position in AX (AXOS FINANCIAL INC) in their Q2 2026 13F filings, worth $201.1m in total. The largest holder by portfolio weight is Ategra Capital Management, LLC at 5.9% of its book. 8 opened a new position this quarter: Bayview Asset Management, LLC, Mirabella Financial Services LLP, Entropy Technologies, LP, Y-Intercept (Hong Kong) Ltd. 11 exited: Philadelphia Financial Management of San Francisco, LLC, Persistent Asset Partners Ltd, MQS Management LLC.

31
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
8
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
11
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$2.8m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$21.3m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$201m
Combined value
Sum of the holders' reported positions in the security.
2.5%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

31 rows
Ategra Capital Management, LLC Hedge fund5.9%$11.1m113,7650.0%held
Stieven Capital Advisors, L.P. Hedge fund4.8%$25.0m256,345+6.5%added
Gator Capital Management, LLC Hedge fund3.5%$16.2m166,475−11%reduced
Militia Capital Management LLC Hedge fund1.8%$9.7m100,0000.0%held
Formula Growth Ltd Hedge fund1.0%$3.0m30,6240.0%held
Bayview Asset Management, LLC Hedge fund0.5%$723k7,420–new
EJF Capital LP Hedge fund0.3%$487k5,000−2.3%reduced
Brevan Howard Capital Management LP Hedge fund0.2%$12.5m128,644−4.8%reduced
Edgestream Partners, L.P. Hedge fund0.1%$4.6m46,953+266%added
Quantbot Technologies LP Hedge fund0.09%$2.4m24,231+479%added
Boothbay Fund Management, LLC Hedge fund0.09%$4.8m49,401−27%reduced
Mirabella Financial Services LLP Hedge fund0.05%$543k5,572–new
Aquatic Capital Management LLC Hedge fund0.04%$1.1m11,631+387600%added
CenterBook Partners LP Hedge fund0.03%$639k6,564+11%added
Citadel Advisors LLC Hedge fund0.02%$36.6m375,753+446%added
Arrowstreet Capital, Limited Partnership Hedge fund0.02%$39.9m409,682+233%added
Engineers Gate Manager LP Hedge fund0.01%$1.1m11,663+6.0%added
Squarepoint Ops LLC Hedge fund0.01%$6.2m63,581−65%reduced
Entropy Technologies, LP Hedge fund0.01%$215k2,205–new
Y-Intercept (Hong Kong) Ltd Hedge fund0.01%$350k3,594–new
AQR Capital Management LLC Hedge fund0.01%$19.7m201,867−14%reduced
Graham Capital Management, L.P. Hedge fund0.01%$222k2,281–new
WCM Investment Management Long-only investor0.0%$2.3m23,623−75%reduced
Freestone Grove Partners LP Hedge fund0.0%$449k4,612+13465%added
Elequin Capital, LP Hedge fund0.0%$61.4k630+85%added
Capstone Investment Advisors, LLC Hedge fund0.0%$206k2,118–new
Fulcrum Asset Management LLP Hedge fund0.0%$11.8k122–new
CVA Family Office, LLC Family office0.0%$9.0k92+119%added
Qube Research & Technologies Ltd Hedge fund0.0%$502k5,155−69%reduced
Marshall Wace, LLP Hedge fund0.0%$560k5,751–new
Walleye Capital LLC Hedge fund0.0%$2.4k25−93%reduced