MFA Financial
MFA
208 hedge funds and large institutions have $486M invested in MFA Financial in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 28 closing their positions.
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
9% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 68
0% more funds holding
Funds holding: 207 → 208 (+1)
0% more capital invested
Capital invested by funds: $484M → $486M (+$1.3M)
0.28% less ownership
Funds ownership: 51.22% → 50.94% (-0.28%)
13% less call options, than puts
Call options by funds: $9.59M | Put options by funds: $11M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.75M |
| 2 |
Two Sigma Investments
New York
|
+$4.18M |
| 3 |
Goldman Sachs
New York
|
+$2.87M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.8M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$9.13M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.36M |
| 4 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$3.19M |
| 5 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
-$2.92M |
MFA Hedge Fund Activity: Q4 2025 in Review
208 institutional investors reported a position in MFA Financial (MFA) for Q4 2025, worth a combined $486M — up 0.27% from $484M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MFA positions and 28 closed out — a net gain of 7 holders — while 74 added to existing stakes and 68 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.75M. The largest seller was Citigroup, cutting an estimated $9.13M.
- 208 institutional investors held MFA Financial (MFA) as of Q4 2025, up from 207 in Q3 2025.
- Funds reported $486M of MFA Financial stock for Q4 2025, up 0.27% quarter-over-quarter.
- 35 funds opened new MFA Financial positions in Q4 2025 and 28 closed out, a net change of +7 holders.
- The largest MFA Financial buyer in Q4 2025 was Citadel Advisors, an estimated $4.75M added.
- The largest MFA Financial seller in Q4 2025 was Citigroup, an estimated $9.13M sold.
Based on aggregated 13F filings for Q4 2025.