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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
MMG
551
Monetary Management Group
Missouri
$14.1K
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$13.7K -$57 -3 -0.4%
JFA
553
JNBA Financial Advisors
Minnesota
$13.3K
PGAM
554
Princeton Global Asset Management
New Jersey
$13.2K +$13.3K +700 New
SIS
555
Sound Income Strategies
Florida
$12.8K +$837 +44 +7%
ADL
556
Asset Dedication LLC
California
$12.3K -$48.1K -2,529 -79%
FDW
557
Fourth Dimension Wealth
Ohio
$12.2K +$9.51K +500 +333%
BAM
558
Byrne Asset Management
New Jersey
$11.4K
CA
559
Crewe Advisors
Utah
$11.2K
JEST
560
JTC Employer Solutions Trustee
Jersey
$11K
MSFP
561
Mark Sheptoff Financial Planning
Connecticut
$10.4K
EWM
562
Evermay Wealth Management
Virginia
$9.76K
BHWM
563
Beaird Harris Wealth Management
Texas
$9.41K
BONH
564
Bank of New Hampshire
New Hampshire
$9.41K +$9.51K +500 New
LIS
565
Legacy Investment Solutions
Idaho
$9.41K +$9.51K +500 New
LWMI
566
Legacy Wealth Management (Idaho)
Idaho
$9.41K +$9.51K +500 New
AUB
567
Atlantic Union Bankshares
Virginia
$9.41K +$9.51K +500 New
TPWA
568
Twin Peaks Wealth Advisors
California
$9.17K +$8.46K +445 New
CA
569
Centerpoint Advisors
Massachusetts
$9K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$8.66K +$1.56K +82 +22%
FNWA
571
Financial Network Wealth Advisors
Utah
$8.21K
HC
572
Hurley Capital
New York
$8.06K +$7.15K +376 +723%
SC
573
Swan Capital
Florida
$7.68K
CT
574
Clearstead Trust
Maine
$7.66K +$1.29K +68 +20%
HPC
575
HM Payson & Co
Maine
$7.53K

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.