- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 1 listed it in both
- Shares listed
- 9,452,827
- combined, among listed positions
- Reported value
- $88m
- combined, at the quarter end
Among the 92 comparable managers: 15 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,449,089.
Managers listing MFA in Q4 2025
21 of 21 holders
Largest increases and reductions, by shares
Increases
- Citadel Advisors LLCexisting position · 530,592 shares now+509,871
- Two Sigma Investments LPexisting position · 1,226,373 shares now+448,354
- AQR Capital Management LLCexisting position · 993,475 shares now+300,550
- Tudor Investment Corpnew position · 270,966 shares now+270,966
- Jane Street Group LLCexisting position · 467,493 shares now+270,397
Reductions
- Balyasny Asset Management LLCexisting position · 103,284 shares now-622,289
- Two Sigma Advisers LPexisting position · 91,400 shares now-139,500
- Caxton Associates LLPexisting position · 195,989 shares now-31,434
- Invesco Ltdexisting position · 1,609,092 shares now-15,574
New positions and exits
New (2)
Exited (5)
- D. E. Shaw & Co.was $1.1m
- Squarepoint Ops LLCwas $964k
- Schonfeld Strategic Advisors LLCwas $431k
- Marshall Wace LLPwas $417k
- Verition Fund Management LLCwas $100k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2022 | 3 | $25m | n.a. | n.a. |
| Q2 2023 | 1 | $2.2m | n.a. | n.a. |
| Q3 2023 | 1 | $2.8m | n.a. | n.a. |
| Q4 2023 | 1 | $3.1m | 0 | 1 |
| Q1 2024 | 1 | $1.7m | 0 | 1 |
| Q2 2024 | 1 | $1.6m | 0 | 0 |
| Q3 2024 | 2 | $141m | 1 | 1 |
| Q4 2024 | 1 | $881k | 0 | 1 |
| Q1 2025 | 1 | $1.7m | 1 | 0 |
| Q2 2025 | 1 | $1.6m | 0 | 0 |
| Q3 2025 | 1 | $2.1m | 1 | 0 |
| Q4 2025 | 1 | $1.8m | 15 | 9 |
| Q1 2026 | 1 | $1.6m | 10 | 11 |
| Q2 2026 | 1 | $2.1m | 11 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
MFA and WELL →MFA and EQIX →MFA and PLD →Choose a stock to compare with MFA →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own MFA, latest filings →Back to the 13F Explorer →