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Annaly Capital Management

657 hedge funds and large institutions have $6.97B invested in Annaly Capital Management in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 323 increasing their positions, 149 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 149

21% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 77

1.67% more ownership

Funds ownership: 59.99%61.66% (+1.7%)

1% more funds holding

Funds holding: 649657 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $7.05B → $6.97B (-$88.5M)

29% less call options, than puts

Call options by funds: $97.5M | Put options by funds: $136M

Holders
657
Holders Change
+8
Holders Change %
+1.23%
% of All Funds
8.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
93
Increased
323
Reduced
149
Closed
77
Calls
$97.5M
Puts
$136M
Net Calls
-$39M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
226
Transcend Capital Advisors
New Jersey
$1.24M -$127K -6,677 -9%
OAM
227
OP Asset Management
$1.23M +$113K +5,960 +10%
TCM
228
Triumph Capital Management
Colorado
$1.22M +$210K +11,038 +21%
PS
229
Principal Securities
Iowa
$1.22M +$200K +10,544 +20%
GIA
230
Gateway Investment Advisers
Ohio
$1.21M
NYLIM
231
New York Life Investment Management
New York
$1.21M +$48K +2,525 +4%
1832 Asset Management
232
1832 Asset Management
Ontario, Canada
$1.19M +$1.21M +63,392 New
SAM
233
Simplify Asset Management
Nevada
$1.18M -$804K -42,290 -40%
AAS
234
Avantax Advisory Services
Texas
$1.17M +$208K +10,956 +21%
FRM
235
Fox Run Management
Connecticut
$1.15M +$1.17M +61,286 New
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$122K +6,438 +12%
UAG
237
United Advisor Group
Ohio
$1.11M +$2.11K +111 +0.2%
Creative Planning
238
Creative Planning
Kansas
$1.08M +$135K +7,096 +14%
SG Americas Securities
239
SG Americas Securities
New York
$1.08M -$1.38M -72,434 -56%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$1.08M +$244K +12,849 +29%
BCM
241
Beck Capital Management
Texas
$1.07M +$1.08M +56,937 New
FMI
242
F/M Investments
District of Columbia
$1.07M +$65.4K +3,440 +6%
SCI
243
Stableford Capital II
Arizona
$1.06M +$349K +18,369 +56%
Federated Hermes
244
Federated Hermes
Pennsylvania
$1.06M +$147K +7,748 +16%
NFSG
245
Newbridge Financial Services Group
Florida
$1.06M +$115K +6,051 +12%
AAF
246
Andra AP-fonden
Sweden
$1.06M -$1.49M -78,141 -58%
FCBT
247
First Citizens Bank & Trust
North Carolina
$1.05M +$773K +40,649 +266%
SSWM
248
Strait & Sound Wealth Management
California
$1.05M +$164K +8,643 +18%
PG
249
Proffitt & Goodson
Tennessee
$1.05M +$31.8K +1,672 +3%
CS
250
Cannell & Spears
New York
$1.04M +$264K +13,874 +34%

NLY Hedge Fund Activity: Q2 2025 in Review

657 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2025, worth a combined $6.97B — down 1.3% from $7.05B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new NLY positions and 77 closed out — a net gain of 16 holders — while 323 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was KBC Group, cutting an estimated $38.1M.

  • 657 institutional investors held Annaly Capital Management (NLY) as of Q2 2025, up from 649 in Q1 2025.
  • Funds reported $6.97B of Annaly Capital Management stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 93 funds opened new Annaly Capital Management positions in Q2 2025 and 77 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q2 2025 was BlackRock, an estimated $102M added.
  • The largest Annaly Capital Management seller in Q2 2025 was KBC Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2025.