DX

Dynex Capital

201 hedge funds and large institutions have $635M invested in Dynex Capital in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 84 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+21
Holders Change %
+11.67%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
84
Reduced
42
Closed
32
Calls
$3.13M
Puts
$2.19M
Net Calls
+$941K
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
176
Smartleaf Asset Management
Massachusetts
$6K +$261 +20 +5%
EWA
177
EverSource Wealth Advisors
Alabama
$5.61K -$1.8K -138 -24%
PS
178
Principal Securities
Iowa
$4.68K
CCM
179
Coldstream Capital Management
Washington
$4.61K +$4.61K +354 New
VCM
180
Versant Capital Management
Arizona
$4.51K +$4.51K +346 New
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$4.05K +$1.03K +79 +34%
AF
182
Allworth Financial
California
$3.33K -$1.43K -119 -30%
HNB
183
Huntington National Bank
Ohio
$2.98K -$195 -15 -6%
RTL
184
Red Tortoise LLC
Georgia
$2.6K -$1.86K -143 -42%
Federated Hermes
185
Federated Hermes
Pennsylvania
$2.5K +$2.5K +192 New
DRP
186
Decker Retirement Planning
Utah
$1.95K -$1.3K -100 -40%
LRWM
187
Lord & Richards Wealth Management
Colorado
$1.91K +$1.91K +147 New
SIS
188
Sound Income Strategies
Florida
$1.89K +$1.89K +145 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$1.85K
FAI
190
Fiduciary Advisors Inc
Missouri
$1.77K
RIL
191
Rothschild Investment LLC
Illinois
$1.69K +$912 +70 +117%
NA
192
NewEdge Advisors
Louisiana
$1.3K
SW
193
SVB Wealth
Massachusetts
$1.29K +$1.29K +99 New
Bessemer Group
194
Bessemer Group
New Jersey
$1K +$1K +88 New
LC
195
Lindbrook Capital
California
$937 +$937 +72 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$521 +$521 +40 New
PMFA
197
Plante Moran Financial Advisors
Michigan
$430
HI
198
Harbour Investments
Wisconsin
$391
TWD
199
True Wealth Design
Ohio
$339 +$339 +26 New
FFO
200
Fortitude Family Office
Arizona
$208