Annaly Capital Management
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.4M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$93.1M |
| 3 |
BlackRock
New York
|
+$60.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$54.5M |
| 5 |
Goldman Sachs
New York
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$82.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$51M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$22.1M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$17.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$16.5M |
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.