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Annaly Capital Management
NLY

Overview Fund Activity

639 hedge funds and large institutions have $6.89B invested in Annaly Capital Management in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 273 increasing their positions, 157 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+17
Holders Change %
+2.73%
% of All Funds
8.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
273
Reduced
157
Closed
72
Calls
$70.9M
Puts
$82.3M
Net Calls
-$11.5M
Net Calls Change
-$58.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.1M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$91.9M
3
BlackRock
BlackRock
New York
+$60M
4
State Street
State Street
Massachusetts
+$55.5M
5
Goldman Sachs
Goldman Sachs
New York
+$53M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$81.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$50.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.8M
4
KBC Group
KBC Group
Belgium
-$17.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
501
Hazlett, Burt & Watson
West Virginia
$41K – – –
FMTCOCP
502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
MA
503
MCF Advisors
Kentucky
$36.7K +$33.6K +1,598 +1,087%
SWIM
504
Smallwood Wealth Investment Management
New Jersey
$36K +$36K +1,773 New
GIA
505
GHP Investment Advisors
Colorado
$35.5K – – –
NSIM
506
North Star Investment Management
Illinois
$33K – – –
OWP
507
ORG Wealth Partners
Texas
$32.6K -$15.8M -786,715 -100%
GC
508
Gould Capital
Washington
$32.1K -$59.1K -2,912 -65%
CAL
509
Capital Analysts LLC
Pennsylvania
$30K – – –
FUBT
510
First United Bank & Trust
Maryland
$29.2K – – –
Twin Tree Management
511
Twin Tree Management
Texas
$29.2K +$29.2K +1,439 New
FGAM
512
Financial Gravity Asset Management
Texas
$28.2K +$28.2K +1,387 New
IWM
513
Inlight Wealth Management
Georgia
$25.4K +$25.4K +1,250 New
SPF
514
South Plains Financial
Texas
$25.4K – – –
CA
515
CoreCap Advisors
Michigan
$25.3K +$1.2K +59 +5%
AssetMark Inc
516
AssetMark Inc
California
$24.8K -$9.91K -488 -29%
TCM
517
Tradewinds Capital Management
Washington
$24.4K – – –
HCP
518
Hexagon Capital Partners
Arkansas
$24.1K – – –
ABWM
519
Alpine Bank Wealth Management
Colorado
$22.4K +$22.4K +1,103 New
CIM
520
Contravisory Investment Management
Massachusetts
$22.1K +$22.1K +1,088 New
NS
521
NBC Securities
Alabama
$22K +$22K +1,112 +111,200%
DMBA
522
Deseret Mutual Benefit Administrators
Utah
$21.3K – – –
RTC
523
Riverview Trust Company
Washington
$20.6K – – –
SSG
524
Summit Securities Group
New York
$20.3K -$99.5K -4,900 -83%
FFWM
525
Future Financial Wealth Management
Ohio
$20.3K +$20.3K +1,000 New
19 20
21
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