MFA Financial
MFA
188 hedge funds and large institutions have $542M invested in MFA Financial in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 32 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 192 → 188 (-4)
3.28% less ownership
Funds ownership: 58.98% → 55.7% (-3.3%)
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
13% less capital invested
Capital invested by funds: $621M → $542M (-$79.5M)
53% less call options, than puts
Call options by funds: $4.65M | Put options by funds: $9.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.24M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$9.08M |
| 3 |
Millennium Management
New York
|
+$5.85M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.84M |
| 5 |
D.E. Shaw & Co
New York
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$61.9M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$11.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.27M |
| 4 |
BlackRock
New York
|
-$4.4M |
| 5 |
Jane Street
New York
|
-$2.82M |
MFA Hedge Fund Activity: Q2 2025 in Review
188 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFA Financial (MFA) for Q2 2025, worth a combined $542M — down 13% from $621M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of MFA and 28 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 74 added.
The largest buyer was Balyasny Asset Management, adding an estimated $9.24M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $61.9M sold.
- 188 institutional investors held MFA Financial (MFA) as of Q2 2025, down from 192 in Q1 2025.
- Funds reported $542M of MFA Financial stock for Q2 2025, down 13% quarter-over-quarter.
- 28 funds opened new MFA Financial positions in Q2 2025 and 32 closed out, a net change of -4 holders.
- The largest MFA Financial buyer in Q2 2025 was Balyasny Asset Management, an estimated $9.24M added.
- The largest MFA Financial seller in Q2 2025 was Vaughan Nelson Investment Management, an estimated $61.9M sold.
Based on aggregated 13F filings for Q2 2025.