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ARR

Armour Residential REIT

191 hedge funds and large institutions have $710M invested in Armour Residential REIT in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 37

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

45% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $24.5M

19% more capital invested

Capital invested by funds: $598M → $710M (+$112M)

6% more funds holding

Funds holding: 180191 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.96% less ownership

Funds ownership: 56.87%51.91% (-5%)

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
88
Reduced
37
Closed
23
Calls
$35.5M
Puts
$24.5M
Net Calls
+$11M
Net Calls Change
+$8.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$190M +$19.9M +1,067,976 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$36.1M +1,937,070 +32%
State Street
3
State Street
Massachusetts
$40.1M +$6.45M +345,967 +17%
Millennium Management
4
Millennium Management
New York
$34.5M +$37.4M +2,008,287 +17,311%
Invesco
5
Invesco
Georgia
$29M +$1.3M +69,618 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$26.4M +$4.42M +237,148 +18%
Ameriprise
7
Ameriprise
Minnesota
$16.2M +$2.47M +132,379 +16%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$15.9M +$10.8M +580,684 +166%
Morgan Stanley
9
Morgan Stanley
New York
$15.8M +$836K +44,865 +5%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$15.5M +$16.9M +905,050 New
Goldman Sachs
11
Goldman Sachs
New York
$13.8M +$4.16M +222,923 +38%
Northern Trust
12
Northern Trust
Illinois
$11.6M +$1.12M +60,248 +10%
Charles Schwab
13
Charles Schwab
California
$10.6M +$2.27M +121,806 +24%
VanEck Associates
14
VanEck Associates
New York
$10.3M +$2.81M +150,518 +33%
GLA
15
Great Lakes Advisors
Illinois
$8.58M +$9.36M +501,999 New
Principal Financial Group
16
Principal Financial Group
Iowa
$6.48M +$2.03M +108,769 +40%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.38M +$1.04M +55,743 +18%
UBS Group
18
UBS Group
Switzerland
$6.33M -$796K -42,683 -10%
Citigroup
19
Citigroup
New York
$6.05M +$872K +46,752 +15%
DFCM
20
Dark Forest Capital Management
Puerto Rico
$5.6M +$5.58M +299,336 +1,064%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$5.29M +$5.77M +309,272 New
FGP
22
Freestone Grove Partners
California
$5.04M +$4.16M +223,334 +313%
N
23
Nuveen
North Carolina
$4.2M -$18.6K -999 -0.4%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.14M +$1.93M +103,366 +74%
WAM
25
Wolverine Asset Management
Illinois
$3.94M +$4.29M +230,238 New

ARR Hedge Fund Activity: Q1 2025 in Review

191 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Armour Residential REIT (ARR) for Q1 2025, worth a combined $710M — up 19% from $598M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ARR positions and 23 closed out — a net gain of 12 holders — while 88 added to existing stakes and 37 trimmed.

The largest buyer was Millennium Management, adding an estimated $37.4M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $19.9M sold.

  • 191 institutional investors held Armour Residential REIT (ARR) as of Q1 2025, up from 180 in Q4 2024.
  • Funds reported $710M of Armour Residential REIT stock for Q1 2025, up 19% quarter-over-quarter.
  • 35 funds opened new Armour Residential REIT positions in Q1 2025 and 23 closed out, a net change of +12 holders.
  • The largest Armour Residential REIT buyer in Q1 2025 was Millennium Management, an estimated $37.4M added.
  • The largest Armour Residential REIT seller in Q1 2025 was Jupiter Asset Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2025.