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Annaly Capital Management

783 hedge funds and large institutions have $9.78B invested in Annaly Capital Management in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 359 increasing their positions, 205 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 205

41% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 64

29% more call options, than puts

Call options by funds: $90.9M | Put options by funds: $70.5M

10% more capital invested

Capital invested by funds: $8.87B → $9.78B (+$903M)

1% more funds holding

Funds holding: 772783 (+11)

1.27% more ownership

Funds ownership: 58.25%59.52% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
783
Holders Change
+11
Holders Change %
+1.42%
% of All Funds
9.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
90
Increased
359
Reduced
205
Closed
64
Calls
$90.9M
Puts
$70.5M
Net Calls
+$20.4M
Net Calls Change
+$9.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.95B +$121M +5,485,296 +7%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$736M +$19.6M +886,840 +3%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$699M +$10.6M +481,961 +2%
State Street
4
State Street
Massachusetts
$679M +$28.1M +1,272,235 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$465M +$19.3M +873,715 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$319M +$915K +41,442 +0.3%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$256M -$43.1M -1,953,907 -14%
Norges Bank
8
Norges Bank
Norway
$201M +$199M +8,994,042 New
Northern Trust
9
Northern Trust
Illinois
$173M +$7.05M +319,479 +4%
Invesco
10
Invesco
Georgia
$173M +$21.4M +969,593 +14%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$160M -$249M -11,282,820 -61%
Citadel Advisors
12
Citadel Advisors
Florida
$151M +$80.9M +3,665,422 +119%
Morgan Stanley
13
Morgan Stanley
New York
$148M +$3.55M +160,943 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$138M +$11.7M +530,004 +10%
Charles Schwab
15
Charles Schwab
California
$121M +$4.2M +190,187 +4%
Ameriprise
16
Ameriprise
Minnesota
$113M +$32.4M +1,467,637 +41%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$107M -$3.55M -160,909 -3%
UBS AM
18
UBS AM
Illinois
$106M -$11.1M -502,886 -10%
Vanguard Fiduciary Trust
19
Vanguard Fiduciary Trust
Pennsylvania
$103M +$3.97M +179,886 +4%
KBC Group
20
KBC Group
Belgium
$102M -$8.7M -393,836 -8%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$88.1M -$43.2M -1,957,840 -33%
VanEck Associates
22
VanEck Associates
New York
$69.3M +$4.6M +208,506 +7%
LSV Asset Management
23
LSV Asset Management
Illinois
$68.5M -$91.6K -4,150 -0.1%
ACM
24
Advisors Capital Management
New Jersey
$66.8M +$1.55M +70,196 +2%
Amundi
25
Amundi
France
$63.1M -$11.9M -539,442 -16%

NLY Hedge Fund Activity: Q2 2026 in Review

783 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2026, worth a combined $9.78B — up 10% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new NLY positions and 64 closed out — a net gain of 26 holders — while 359 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $121M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 783 institutional investors held Annaly Capital Management (NLY) as of Q2 2026, up from 772 in Q1 2026.
  • Funds reported $9.78B of Annaly Capital Management stock for Q2 2026, up 10% quarter-over-quarter.
  • 90 funds opened new Annaly Capital Management positions in Q2 2026 and 64 closed out, a net change of +26 holders.
  • The largest Annaly Capital Management buyer in Q2 2026 was BlackRock, an estimated $121M added.
  • The largest Annaly Capital Management seller in Q2 2026 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2026.