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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
BlackRock
1
BlackRock
New York
$1.34B +$102M +5,357,347 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B +$44.6M +2,344,867 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$572M -$29.2M -1,536,917 -5%
State Street
4
State Street
Massachusetts
$442M +$11.6M +611,817 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$341M -$2.08M -109,332 -0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$281M +$18M +949,260 +7%
Norges Bank
7
Norges Bank
Norway
$131M -$4.01M -210,722 -3%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$127M +$34.5M +1,812,373 +37%
Northern Trust
9
Northern Trust
Illinois
$123M -$15.4M -812,222 -11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$105M +$14.2M +745,507 +16%
Morgan Stanley
11
Morgan Stanley
New York
$101M +$21.1M +1,111,291 +26%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$81.5M +$20.6M +1,081,482 +33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$79.6M +$2.33M +122,481 +3%
Charles Schwab
14
Charles Schwab
California
$76.9M +$5.23M +275,186 +7%
LSV Asset Management
15
LSV Asset Management
Illinois
$55.6M +$9.05M +475,875 +19%
UBS Group
16
UBS Group
Switzerland
$54.8M +$11.6M +611,916 +27%
Invesco
17
Invesco
Georgia
$52.4M +$6.46M +339,628 +14%
Legal & General Group
18
Legal & General Group
United Kingdom
$50.9M +$3.44M +180,997 +7%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$50.8M -$6.77M -356,072 -12%
Barclays
20
Barclays
United Kingdom
$50.3M +$42.2M +2,219,558 +488%
JP Morgan Chase
21
JP Morgan Chase
New York
$48.3M +$847K +44,526 +2%
Bank of America
22
Bank of America
North Carolina
$45.9M +$11.3M +594,225 +32%
KBC Group
23
KBC Group
Belgium
$44.2M -$38.1M -2,003,304 -46%
Amundi
24
Amundi
France
$39.7M +$23.3M +1,226,028 +148%
VanEck Associates
25
VanEck Associates
New York
$37.7M -$1.65M -86,872 -4%

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.