Ellington Residential Mortgage REIT
EARN
45 hedge funds and large institutions have $20.3M invested in Ellington Residential Mortgage REIT in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
20% more call options, than puts
Call options by funds: $6K | Put options by funds: $5K
7% more funds holding
Funds holding: 42 → 45 (+3)
0.83% less ownership
Funds ownership: 11.07% → 10.25% (-0.83%)
11% less capital invested
Capital invested by funds: $22.7M → $20.3M (-$2.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.08M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$471K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$367K |
| 4 |
Jane Street
New York
|
+$293K |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$377K |
| 3 |
Renaissance Technologies
New York
|
-$232K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$187K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$174K |
EARN Hedge Fund Activity: Q4 2025 in Review
45 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q4 2025, worth a combined $20.3M — down 11% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EARN positions and 10 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.08M. The largest seller was Wells Fargo, cutting an estimated $3.75M.
- 45 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q4 2025, up from 42 in Q3 2025.
- Funds reported $20.3M of Ellington Residential Mortgage REIT stock for Q4 2025, down 11% quarter-over-quarter.
- 14 funds opened new Ellington Residential Mortgage REIT positions in Q4 2025 and 10 closed out, a net change of +4 holders.
- The largest Ellington Residential Mortgage REIT buyer in Q4 2025 was Morgan Stanley, an estimated $2.08M added.
- The largest Ellington Residential Mortgage REIT seller in Q4 2025 was Wells Fargo, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2025.