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Annaly Capital Management
NLY

649 hedge funds and large institutions have $7.05B invested in Annaly Capital Management in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 278 increasing their positions, 159 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 159

38% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 71

16% more capital invested

Capital invested by funds: $6.1B → $7.05B (+$955M)

3% more funds holding

Funds holding: 630 → 649 (+19)

0.68% more ownership

Funds ownership: 59.31% → 59.99% (+0.68%)

14% less call options, than puts

Call options by funds: $70.9M | Put options by funds: $82.3M

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
649
Holders Change
+19
Holders Change %
+3.02%
% of All Funds
8.7%
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
278
Reduced
159
Closed
71
Calls
$70.9M
Puts
$82.3M
Net Calls
-$11.5M
Net Calls Change
-$58.8M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.4M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$93.1M
3
BlackRock
BlackRock
New York
+$60.8M
4
State Street
State Street
Massachusetts
+$54.5M
5
Goldman Sachs
Goldman Sachs
New York
+$53.7M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$82.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.1M
4
KBC Group
KBC Group
Belgium
-$17.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBI
601
Raiffeisen Bank International
Austria
$4.01K +$2.12K +103 New
FCAS
602
First Command Advisory Services
Texas
$3.8K – – –
IRC
603
Investors Research Corp
Georgia
$3.8K – – –
GWSG
604
GPS Wealth Strategies Group
Colorado
$3.76K +$41 +2 +1%
HIA
605
Harbor Investment Advisory
Maryland
$3.6K – – –
CT
606
Coastline Trust
Rhode Island
$3.39K – – –
FFO
607
Fortitude Family Office
Arizona
$3.21K – – –
BIA
608
Bell Investment Advisors
California
$3.09K – – –
WA
609
WPG Advisers
Maryland
$3.07K +$597 +29 +24%
FDW
610
Fourth Dimension Wealth
Ohio
$3.05K -$41.2K -2,000 -93%
CTC
611
Central Trust Company
Missouri
$3.05K – – –
AIC
612
Archer Investment Corporation
Indiana
$3.01K – – –
CIA
613
Cape Investment Advisory
Georgia
$2.66K – – –
GSWM
614
Golden State Wealth Management
California
$2.54K – – –
TWC
615
TD Waterhouse Canada
Ontario, Canada
$2.19K +$2.24K +109 New
CCM
616
Chilton Capital Management
Texas
$2.09K +$2.12K +103 New
RWM
617
Rialto Wealth Management
New York
$2.09K +$2.12K +103 New
PPA
618
Painted Porch Advisors
California
$2.03K – – –
NECFA
619
New England Capital Financial Advisors
Connecticut
$1.7K +$62 +3 +4%
TCOV
620
Trust Company of Vermont
Vermont
$1.52K – – –
EB
621
Eastern Bank
Massachusetts
$1.5K – – –
AF
622
Advisornet Financial
Minnesota
$1.48K +$1.34K +65 +813%
GGI
623
Godsey & Gibb Inc
Virginia
$1.46K – – –
PWMG
624
Prestige Wealth Management Group
New Jersey
$1.28K – – –
BFS
625
Bare Financial Services
Pennsylvania
$1.2K +$1.21K +59 New
23 24
25
26 27

NLY Hedge Fund Activity: Q1 2025 in Review

649 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2025, worth a combined $7.05B — up 16% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new NLY positions and 71 closed out — a net gain of 27 holders — while 278 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.4M. The largest seller was UBS AM, cutting an estimated $82.4M.

  • 649 institutional investors held Annaly Capital Management (NLY) as of Q1 2025, up from 630 in Q4 2024.
  • Funds reported $7.05B of Annaly Capital Management stock for Q1 2025, up 16% quarter-over-quarter.
  • 98 funds opened new Annaly Capital Management positions in Q1 2025 and 71 closed out, a net change of +27 holders.
  • The largest Annaly Capital Management buyer in Q1 2025 was Fidelity Investments, an estimated $96.4M added.
  • The largest Annaly Capital Management seller in Q1 2025 was UBS AM, an estimated $82.4M sold.

Based on aggregated 13F filings for Q1 2025.