Dynex Capital Inc
DX- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000826675
In the last 90 days, Dynex Capital Inc insiders filed 1 open-market purchase and 0 sales; 289 institutions reported holding it in 13F filings for Q2 2026, worth $1.47B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Dynex Capital Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 182
- +19 vs. Q3 2024
- Shares held
- 39.5M
- +1.17M (+3.0%) vs. Q3 2024
- Total value
- $499.8M
- +$15.9M (+3.3%) vs. Q3 2024
- New holders
- 44
- 73 more added
- Sold out
- 25
- 41 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $1.47B |
| Q1 2026 | 268 | $1.14B |
| Q4 2025 | 263 | $990.4M |
| Q3 2025 | 212 | $757.7M |
| Q2 2025 | 201 | $632.3M |
| Q1 2025 | 203 | $635.0M |
| Q4 2024 | 182 | $499.8M |
| Q3 2024 | 164 | $486.9M |
| Q2 2024 | 147 | $452.8M |
| Q1 2024 | 129 | $367.0M |
| Q4 2023 | 122 | $281.0M |
| Q3 2023 | 127 | $306.1M |
| Q2 2023 | 131 | $314.9M |
| Q1 2023 | 133 | $286.5M |
| Q4 2022 | 134 | $296.6M |
| Q3 2022 | 132 | $220.8M |
| Q2 2022 | 135 | $269.1M |
| Q1 2022 | 114 | $229.8M |
| Q4 2021 | 107 | $241.7M |
| Q3 2021 | 108 | $252.5M |
| Q2 2021 | 114 | $301.1M |
| Q1 2021 | 120 | $282.6M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 18,400 | $232.8K | 0.05% | +1,300+7.6% | Added |
| Jane Street Group, LLC | 17,845 | $225.7K | 0.00% | −19,931−52.8% | Reduced |
| Longboard Asset Management, LP | 17,390 | $220.0K | 0.58% | +17,390 | New |
| Walleye Capital LLC | 17,135 | $216.8K | 0.00% | +5,001+41.2% | Added |
| Wolverine Trading, LLC | 17,034 | $213.3K | 0.00% | +17,034 | New |
| Allianz Asset Management GmbH | 15,890 | $201.0K | 0.00% | −25,000−61.1% | Reduced |
| PDS Planning, Inc | 15,822 | $200.1K | 0.02% | +1,536+10.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,782 | $199.6K | 0.00% | +15,782 | New |
| Creative Planning | 15,670 | $198.2K | 0.00% | +1,918+13.9% | Added |
| State Board of Administration of Florida Retirement System | 15,424 | $195.1K | 0.00% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 15,400 | $194.8K | 0.17% | −7,859−33.8% | Reduced |
| Atria Wealth Solutions, Inc. | 15,007 | $189.8K | 0.00% | +137+0.9% | Added |
| STRS Ohio | 14,900 | $188.5K | 0.00% | +1,000+7.2% | Added |
| Fox Run Management, L.L.C. | 14,837 | $187.7K | 0.03% | +14,837 | New |
| Mariner, LLC | 13,989 | $177.0K | 0.00% | −963−6.4% | Reduced |
| Gladstone Institutional Advisory LLC | 13,896 | $175.8K | 0.01% | −1,659−10.7% | Reduced |
| KLP Kapitalforvaltning AS | 13,700 | $173.3K | 0.00% | +13,700 | New |
| Wealthspire Advisors, LLC | 13,037 | $164.9K | 0.00% | −962−6.9% | Reduced |
| Ausdal Financial Partners, Inc. | 12,689 | $160.5K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 12,357 | $156.3K | 0.05% | +12,357 | New |
| Allspring Global Investments Holdings, LLC | 12,300 | $155.6K | 0.00% | +5,500+80.9% | Added |
| Firethorn Wealth Partners, LLC | 11,689 | $147.9K | 0.07% | +11,689 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,514 | $145.7K | 0.04% | +186+1.6% | Added |
| Westbourne Investments, Inc. | 10,500 | $132.8K | 0.08% | +10,500 | New |
| Ameritas Investment Partners, Inc. | 7,536 | $95.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,204 | $91.1K | 0.00% | +5,901+452.9% | Added |
| Great West Life Assurance Co | 6,661 | $84.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,071 | $51.5K | 0.00% | +729+21.8% | Added |
| US Bancorp | 3,796 | $48.0K | 0.00% | +3,227+567.1% | Added |
| The PNC Financial Services Group, Inc. | 3,642 | $46.1K | 0.00% | +1,700+87.5% | Added |
| New Age Alpha Advisors, LLC | 3,411 | $43.1K | 0.00% | +3,411 | New |
| Westend Capital Management, LLC | 3,406 | $43.1K | 0.01% | +919+37.0% | Added |
| Sterling Capital Management LLC | 2,488 | $31.5K | 0.00% | +2,223+838.9% | Added |
| Group One Trading, L.P. | 2,300 | $29.1K | 0.00% | +2,016+709.9% | Added |
| Signaturefd, LLC | 2,204 | $27.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,134 | $27.0K | 0.01% | +2,134 | New |
| Amalgamated Bank | 1,927 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,495 | $18.9K | 0.00% | −206−12.1% | Reduced |
| Raleigh Capital Management Inc. | 1,150 | $14.5K | 0.01% | +100+9.5% | Added |
| McIlrath & Eck, LLC | 1,082 | $13.7K | 0.00% | +4+0.4% | Added |
| Parallel Advisors, LLC | 1,053 | $13.3K | 0.00% | +10+1.0% | Added |
| Meeder Asset Management Inc | 990 | $12.5K | 0.00% | +990 | New |
| Northwestern Mutual Wealth Management Co | 945 | $11.9K | 0.00% | −2,063−68.6% | Reduced |
| Crewe Advisors LLC | 883 | $11.2K | 0.00% | +883 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 874 | $11.1K | 0.00% | +874 | New |
| CWM, LLC | 848 | $11.0K | 0.00% | +669+373.7% | Added |
| Cullen/Frost Bankers, Inc. | 867 | $11.0K | 0.00% | +867 | New |
| Signature Resources Capital Management, LLC | 790 | $9.99K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 729 | $9.22K | 0.00% | +194+36.3% | Added |
| Geneos Wealth Management Inc. | 715 | $9.04K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 700 | $8.93K | 0.00% | +700 | New |
| Transce3nd, LLC | 656 | $8.30K | 0.00% | +656 | New |
| AdvisorNet Financial, Inc | 615 | $7.78K | 0.00% | +19+3.2% | Added |
| EverSource Wealth Advisors, LLC | 569 | $7.20K | 0.00% | +569 | New |
| Global Retirement Partners, LLC | 500 | $6.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 440 | $5.51K | 0.00% | +273+163.5% | Added |
| Quest Partners LLC | 416 | $5.26K | 0.00% | −197,638−99.8% | Reduced |
| GAMMA Investing LLC | 410 | $5.19K | 0.00% | +195+90.7% | Added |
| Continuum Advisory, LLC | 402 | $5.08K | 0.00% | +217+117.3% | Added |
| Allworth Financial LP | 397 | $5.07K | 0.00% | +369+1,317.9% | Added |
| Principal Securities, Inc. | 370 | $4.68K | 0.00% | +70+23.3% | Added |
| Red Tortoise LLC | 343 | $4.34K | 0.00% | +343 | New |
| Farther Finance Advisors, LLC | 274 | $3.46K | 0.00% | +124+82.7% | Added |
| SRS Capital Advisors, Inc. | 268 | $3.39K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 250 | $3.16K | 0.00% | +250 | New |
| Huntington National Bank | 244 | $3.09K | 0.00% | +243+24,300.0% | Added |
| Massmutual Trust Co FSB | 232 | $2.94K | 0.00% | +134+136.7% | Added |
| GeoWealth Management, LLC | 209 | $2.65K | 0.00% | −111−34.7% | Reduced |
| Danske Bank A/S | 200 | $2.53K | 0.00% | −1,100−84.6% | Reduced |
| Lee Danner & Bass Inc | 200 | $2.53K | 0.00% | +200 | New |
| Venturi Wealth Management, LLC | 164 | $2.08K | 0.00% | −157−48.9% | Reduced |
| Skopos Labs, Inc. | 152 | $1.92K | 0.00% | +152 | New |
| Fifth Third Bancorp | 142 | $1.80K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 136 | $1.72K | 0.00% | +136 | New |
| GWM Advisors LLC | 100 | $1.26K | 0.00% | +100 | New |
| Rothschild Investment LLC | 60 | $759 | 0.00% | −10−14.3% | Reduced |
| Cornerstone Planning Group LLC | 56 | $716 | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 33 | $417 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $380 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $202 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $25 | 0.00% | +2 | New |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,390,662−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −225,302−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −195,969−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −181,492−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −190,947−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −162,403−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −71,624−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −64,569−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −48,842−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −36,817−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −32,299−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,543−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −25,124−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,303−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −17,865−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,821−100.0% | Sold out |
| Paul Damon & Associates, Inc. | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −11,140−100.0% | Sold out |