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Annaly Capital Management
NLY

687 hedge funds and large institutions have $7.84B invested in Annaly Capital Management in 2025 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 308 increasing their positions, 152 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 152

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

12% more capital invested

Capital invested by funds: $6.97B → $7.84B (+$871M)

5% more funds holding

Funds holding: 657 → 687 (+30)

0% more call options, than puts

Call options by funds: $126M | Put options by funds: $126M

1.46% less ownership

Funds ownership: 61.66% → 60.2% (-1.5%)

Holders
687
Holders Change
+30
Holders Change %
+4.57%
% of All Funds
9.02%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
95
Increased
308
Reduced
152
Closed
53
Calls
$126M
Puts
$126M
Net Calls
+$58K
Net Calls Change
+$39M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
2
UBS AM
UBS AM
Illinois
+$88.9M
3
BlackRock
BlackRock
New York
+$68.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$41.3M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$56.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$40.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$22.9M
5
Legal & General Group
Legal & General Group
United Kingdom
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
626
First Command Advisory Services
Texas
$3.78K – – –
IRC
627
Investors Research Corp
Georgia
$3.78K – – –
GWSG
628
GPS Wealth Strategies Group
Colorado
$3.74K – – –
RWS
629
Retirement Wealth Solutions
Wisconsin
$3.64K +$3.73K +180 New
HIA
630
Harbor Investment Advisory
Maryland
$3.58K – – –
NEWAS
631
N.E.W. Advisory Services
Wisconsin
$3.23K – – –
FFO
632
Fortitude Family Office
Arizona
$3.19K – – –
CTC
633
Central Trust Company
Missouri
$3.03K – – –
AW
634
Avion Wealth
Texas
$3K – – –
AIC
635
Archer Investment Corporation
Indiana
$2.99K – – –
PAI
636
Pittenger & Anderson Inc
Nebraska
$2.79K +$2.86K +138 New
WWM
637
Wolff Wiese Magana
California
$2.77K – – –
PAM
638
Palisade Asset Management
Minnesota
$2.53K +$2.59K +125 New
CTB
639
Country Trust Bank
Illinois
$2.53K – – –
AA
640
Ancora Advisors
Ohio
$2.53K +$2.59K +125 New
BIA
641
Bell Investment Advisors
California
$2.33K -$1.31K -63 -35%
BTI
642
Blue Trust Inc
Georgia
$2.32K +$2.38K +115 New
AF
643
Advisornet Financial
Minnesota
$2.28K – – –
MIM
644
MTM Investment Management
South Carolina
$2.26K – – –
S
645
Sachetta
Massachusetts
$2.14K +$2.2K +106 New
PPA
646
Painted Porch Advisors
California
$2.02K – – –
CH
647
Cromwell Holdings
Wyoming
$1.99K – – –
NECFA
648
New England Capital Financial Advisors
Connecticut
$1.81K +$62 +3 +3%
RFP
649
Root Financial Partners
California
$1.78K +$1.82K +88 New
RF
650
Rossby Financial
Florida
$1.53K +$1.53K +74 New
24 25
26
27 28

NLY Hedge Fund Activity: Q3 2025 in Review

687 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2025, worth a combined $7.84B — up 12% from $6.97B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new NLY positions and 53 closed out — a net gain of 42 holders — while 308 added to existing stakes and 152 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was D.E. Shaw & Co, cutting an estimated $56.1M.

  • 687 institutional investors held Annaly Capital Management (NLY) as of Q3 2025, up from 657 in Q2 2025.
  • Funds reported $7.84B of Annaly Capital Management stock for Q3 2025, up 12% quarter-over-quarter.
  • 95 funds opened new Annaly Capital Management positions in Q3 2025 and 53 closed out, a net change of +42 holders.
  • The largest Annaly Capital Management buyer in Q3 2025 was Fidelity Investments, an estimated $175M added.
  • The largest Annaly Capital Management seller in Q3 2025 was D.E. Shaw & Co, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2025.