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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
CCG
451
Coastwise Capital Group
California
$201K -$40.2K -2,114 -17%
FCA
452
Fortis Capital Advisors
Kansas
$200K +$951 +50 +0.5%
IC
453
IEQ Capital
California
$199K +$6.96K +366 +4%
PCMC
454
Paragon Capital Management (Colorado)
Colorado
$199K +$201K +10,589 New
WAM
455
Wernau Asset Management
Massachusetts
$199K -$17.7K -931 -8%
Rafferty Asset Management
456
Rafferty Asset Management
New York
$198K +$11.8K +623 +6%
NLP
457
Next Level Private
New York
$198K +$6.77K +356 +4%
NIA
458
NBZ Investment Advisors
Tennessee
$198K +$200K +10,500 New
SPA
459
Sherbrooke Park Advisers
New York
$197K -$49.4K -2,600 -20%
OIA
460
OneDigital Investment Advisors
Kansas
$190K -$41K -2,156 -18%
CFG
461
Cooper Financial Group
California
$189K -$5.1K -268 -3%
VFA
462
Valeo Financial Advisors
Indiana
$189K +$190K +10,008 New
OCPWS
463
One Charles Private Wealth Services
Massachusetts
$188K
PTC
464
Private Trust Company
Ohio
$187K
MCM
465
MAI Capital Management
Ohio
$182K +$25.3K +1,329 +16%
IA
466
IFP Advisors
Florida
$176K +$22.7K +1,194 +16%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$172K -$12.8K -672 -7%
MWA
468
Medallion Wealth Advisors
Connecticut
$154K +$5.17K +272 +3%
SS
469
Sunbelt Securities
Texas
$153K +$9.01K +474 +6%
S
470
SignatureFD
Georgia
$147K -$46.1K -2,424 -24%
HNB
471
Huntington National Bank
Ohio
$147K +$12.4K +654 +9%
SWM
472
Spire Wealth Management
Virginia
$146K -$475 -25 -0.3%
FIA
473
FNY Investment Advisers
New York
$146K +$135K +7,100 +1,014%
SFI
474
Siemens Fonds Invest
Germany
$140K +$24.2K +1,274 +21%
HI
475
Harbour Investments
Wisconsin
$135K -$18.8K -987 -12%

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.