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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
SC
626
Stephens Consulting
Michigan
$1.21K +$742 +39 +156%
PWMG
627
Prestige Wealth Management Group
New Jersey
$1.19K
TIM
628
Tortoise Investment Management
New York
$979 +$989 +52 New
CAM
629
Costello Asset Management
Pennsylvania
$941
OP
630
ORG Partners
Indiana
$894 -$60.6K -3,187 -99%
Q1WB
631
Quest 10 Wealth Builders
Virginia
$828
TWD
632
True Wealth Design
Ohio
$810 +$818 +43 New
PMFA
633
Plante Moran Financial Advisors
Michigan
$790 +$799 +42 New
HI
634
Hoey Investments
Pennsylvania
$772
FGA
635
Fortis Group Advisors
New Jersey
$640
HFS
636
Hughes Financial Services
Virginia
$576 +$532 +28 New
PWMG
637
Private Wealth Management Group
New Jersey
$565 -$152 -8 -21%
SC
638
SouthState Corp
Florida
$546 -$399 -21 -42%
SWIM
639
Smallwood Wealth Investment Management
New Jersey
$526 -$33.2K -1,745 -98%
RWM
640
Rialto Wealth Management
New York
$490 -$1.46K -77 -75%
WA
641
Whipplewood Advisors
Colorado
$489 +$494 +26 New
RI
642
Ridgewood Investments
New Jersey
$471
SWA
643
SOA Wealth Advisors
New York
$395 +$399 +21 New
SIS
644
Strategic Investment Solutions
Illinois
$332 +$19 +1 +6%
Pacer Advisors
645
Pacer Advisors
Pennsylvania
$301 -$1.5M -78,860 -100%
BGAI
646
Bruce G. Allen Investments
Colorado
$263 -$12.2K -639 -98%
PWM
647
Parkworth Wealth Management
California
$263 +$266 +14 New
CSB
648
City State Bank
Iowa
$226
MSG
649
Main Street Group
Virginia
$194
IAS
650
IMA Advisory Services
Colorado
$156 +$152 +8 New

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.