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Annaly Capital Management

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: 47 (+3)

12% more capital invested

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

5% more funds holding

Funds holding: 657687 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.5B +$68.1M +3,283,264 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22B +$39.1M +1,887,629 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$621M +$6.95M +334,974 +1%
State Street
4
State Street
Massachusetts
$509M +$35M +1,687,839 +7%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$358M -$11M -532,044 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$341M +$40.9M +1,971,697 +13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$283M +$175M +8,452,398 +152%
Northern Trust
8
Northern Trust
Illinois
$133M +$1.46M +70,262 +1%
UBS AM
9
UBS AM
Illinois
$109M +$88.9M +4,286,893 +394%
Morgan Stanley
10
Morgan Stanley
New York
$106M -$2.9M -139,835 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$89.9M +$4.58M +220,966 +5%
Charles Schwab
12
Charles Schwab
California
$88.8M +$6.42M +309,699 +8%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$81.2M -$56.1M -2,705,518 -40%
KBC Group
14
KBC Group
Belgium
$75.8M +$29.1M +1,403,751 +60%
UBS Group
15
UBS Group
Switzerland
$74M +$15.6M +750,445 +26%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$65.2M -$22.9M -1,103,767 -25%
LSV Asset Management
17
LSV Asset Management
Illinois
$60.9M +$1.18M +57,082 +2%
Invesco
18
Invesco
Georgia
$54.5M -$1.83M -88,396 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$53.5M +$37.8M +1,822,855 +221%
JP Morgan Chase
20
JP Morgan Chase
New York
$51.7M -$154K -7,426 -0.3%
Bank of America
21
Bank of America
North Carolina
$46.4M -$3.04M -146,757 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$45.7M +$15.3M +739,571 +49%
Amundi
23
Amundi
France
$43.4M +$1.37M +65,837 +3%
VanEck Associates
24
VanEck Associates
New York
$42.8M +$2.41M +116,367 +6%
Barclays
25
Barclays
United Kingdom
$42.4M -$11.9M -575,739 -22%

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.