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EFC

Ellington Financial

229 hedge funds and large institutions have $666M invested in Ellington Financial in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

84% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 49

11% more funds holding

Funds holding: 206229 (+23)

2% more capital invested

Capital invested by funds: $653M → $666M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.9% less ownership

Funds ownership: 53.18%51.28% (-1.9%)

69% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $3.88M

Holders
229
Holders Change
+23
Holders Change %
+11.17%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
90
Reduced
49
Closed
18
Calls
$1.22M
Puts
$3.88M
Net Calls
-$2.67M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$4.91K +$1.56K +117 +45%
HCA
202
Harbor Capital Advisors
Illinois
$4K -$6.62M -497,371 -100%
AP
203
Aspect Partners
Virginia
$3.89K
PS
204
Principal Securities
Iowa
$3.76K
CAL
205
Capital Advisors Ltd
Ohio
$3K +$1.19K +89 +75%
ASN
206
Advisory Services Network
Georgia
$2.2K +$2.26K +170 New
Jones Financial Companies
207
Jones Financial Companies
Missouri
$2.18K
RBC
208
Roble Belko & Company
Pennsylvania
$2K +$67 +5 +3%
C
209
Covestor
United Kingdom
$2K +$439 +33 +39%
TWD
210
True Wealth Design
Ohio
$1.88K +$1.67K +125 +625%
QCG
211
Quadrant Capital Group
Ohio
$1.77K +$1.81K +136 New
BTI
212
Blue Trust Inc
Georgia
$1.62K +$1.67K +125 New
SS
213
SBI Securities
Japan
$1.51K
IA
214
IFP Advisors
Florida
$1.4K +$1.15K +86 +391%
RIL
215
Rothschild Investment LLC
Illinois
$1.3K -$200 -15 -13%
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$1.3K +$1.33K +100 New
TPCW
217
TD Private Client Wealth
New York
$1.21K -$812 -61 -40%
EP
218
Essential Partners
California
$1.05K +$1.08K +81 New
LFG
219
Larson Financial Group
Missouri
$945 +$826 +62 +564%
WANY
220
Wealthspire Advisors (New York)
New York
$769 +$786 +59 New
CPG
221
Cornerstone Planning Group
New Jersey
$750
AA
222
Ancora Advisors
Ohio
$727
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$506
MSWA
224
Marshall & Sterling Wealth Advisors
New York
$422 +$13 +1 +3%
CT
225
Clearstead Trust
Maine
$338

EFC Hedge Fund Activity: Q3 2025 in Review

229 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Ellington Financial (EFC) for Q3 2025, worth a combined $666M — up 2% from $653M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EFC positions and 18 closed out — a net gain of 24 holders — while 90 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.98M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $10.5M sold.

  • 229 institutional investors held Ellington Financial (EFC) as of Q3 2025, up from 206 in Q2 2025.
  • Funds reported $666M of Ellington Financial stock for Q3 2025, up 2% quarter-over-quarter.
  • 42 funds opened new Ellington Financial positions in Q3 2025 and 18 closed out, a net change of +24 holders.
  • The largest Ellington Financial buyer in Q3 2025 was Vanguard Group, an estimated $5.98M added.
  • The largest Ellington Financial seller in Q3 2025 was Punch & Associates Investment Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2025.