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, Q1 2025
Institutional positions in Dynex Capital Inc as of Mar 31, 2025. 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
- 203
- +25 vs. Q4 2024
- Shares held
- 48.8M
- +10.5M (+27.4%) vs. Q4 2024
- Total value
- $635.0M
- +$150.6M (+31.1%) vs. Q4 2024
- New holders
- 57
- 83 more added
- Sold out
- 32
- 42 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1492 Capital Management LLC | 25,593 | $333.2K | 0.18% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 25,574 | $333.0K | 0.00% | −36,523−58.8% | Reduced |
| Nisa Investment Advisors, LLC | 25,136 | $331.8K | 0.00% | −1,799−6.7% | Reduced |
| PDS Planning, Inc | 25,447 | $331.3K | 0.03% | +9,625+60.8% | Added |
| State of Wyoming | 25,335 | $329.9K | 0.04% | +3,741+17.3% | Added |
| BayBridge Capital Group, LLC | 24,473 | $318.6K | 0.23% | +24,473 | New |
| VSM Wealth Advisory, LLC | 24,377 | $317.4K | 0.11% | +561+2.4% | Added |
| Founders Financial Alliance, LLC | 23,770 | $309.5K | 0.08% | +2,575+12.1% | Added |
| Ameriflex Group, Inc. | 22,750 | $296.2K | 0.12% | +22,750 | New |
| Arizona State Retirement System | 22,747 | $296.2K | 0.00% | +1,065+4.9% | Added |
| Kovack Advisors, Inc. | 22,685 | $295.4K | 0.03% | +3,100+15.8% | Added |
| Creative Planning | 21,227 | $276.4K | 0.00% | +5,557+35.5% | Added |
| Stifel Financial Corp | 20,690 | $269.4K | 0.00% | +20,690 | New |
| IMC-Chicago, LLC | 20,648 | $268.8K | 0.01% | +20,648 | New |
| CI Private Wealth, LLC | 20,396 | $265.6K | 0.00% | −3,243−13.7% | Reduced |
| Cambridge Advisors Inc. | 19,104 | $248.7K | 0.05% | +704+3.8% | Added |
| Gsa Capital Partners LLP | 18,723 | $244.0K | 0.02% | −55,890−74.9% | Reduced |
| CIBC World Markets Corp | 18,669 | $243.1K | 0.00% | +18,669 | New |
| Voya Investment Management LLC | 18,276 | $238.0K | 0.00% | −1,265−6.5% | Reduced |
| ProShare Advisors LLC | 18,213 | $237.1K | 0.00% | −4,026−18.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,700 | $230.5K | 0.00% | +1,918+12.2% | Added |
| Graham Capital Management, L.P. | 17,644 | $229.7K | 0.01% | +17,644 | New |
| Sigma Planning Corp | 17,587 | $229.0K | 0.01% | +17,587 | New |
| Longboard Asset Management, LP | 17,390 | $226.4K | 0.66% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,252 | $224.6K | 0.00% | +17,252 | New |
| Jump Financial, LLC | 17,125 | $223.0K | 0.00% | +17,125 | New |
| Cetera Investment Advisers | 16,600 | $216.1K | 0.00% | +16,600 | New |
| Advisor Group Holdings, Inc. | 16,555 | $215.5K | 0.00% | −41,422−71.4% | Reduced |
| J.W. Cole Advisors, Inc. | 16,302 | $212.3K | 0.01% | +16,302 | New |
| Allianz Asset Management GmbH | 15,890 | $206.9K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 15,796 | $205.7K | 0.10% | +4,107+35.1% | Added |
| STRS Ohio | 15,700 | $204.4K | 0.00% | +800+5.4% | Added |
| State Board of Administration of Florida Retirement System | 15,424 | $200.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,050 | $198.5K | 0.00% | +43+0.3% | Added |
| Kingstone Capital Partners Texas, LLC | 14,714 | $192.0K | 0.15% | +14,714 | New |
| Virtu Financial LLC | 14,641 | $191.0K | 0.01% | −7,858−34.9% | Reduced |
| Ieq Capital, LLC | 14,124 | $183.9K | 0.00% | +14,124 | New |
| Verition Fund Management LLC | 13,995 | $182.2K | 0.00% | −86,795−86.1% | Reduced |
| KLP Kapitalforvaltning AS | 13,700 | $180.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,153 | $171.3K | 0.03% | +13,153 | New |
| Wealthspire Advisors, LLC | 12,766 | $166.2K | 0.00% | −271−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 12,609 | $164.2K | 0.00% | +5,405+75.0% | Added |
| Mariner, LLC | 12,518 | $163.0K | 0.00% | −1,471−10.5% | Reduced |
| Ausdal Financial Partners, Inc. | 12,439 | $162.0K | 0.01% | −250−2.0% | Reduced |
| Koshinski Asset Management, Inc. | 12,405 | $161.5K | 0.01% | +12,405 | New |
| Weaver Consulting Group | 11,954 | $155.6K | 0.05% | −403−3.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,713 | $152.5K | 0.04% | +199+1.7% | Added |
| Gladstone Institutional Advisory LLC | 11,625 | $151.4K | 0.01% | −2,271−16.3% | Reduced |
| Teacher Retirement System of Texas | 11,551 | $150.4K | 0.00% | +11,551 | New |
| FORA Capital, LLC | 11,504 | $149.8K | 0.02% | +11,504 | New |
| Kestra Advisory Services, LLC | 11,470 | $149.3K | 0.00% | +11,470 | New |
| Ameritas Investment Partners, Inc. | 8,511 | $110.8K | 0.00% | +975+12.9% | Added |
| Simplex Trading, LLC | 8,369 | $108.0K | 0.00% | +8,369 | New |
| Russell Investments Group, Ltd. | 7,721 | $100.5K | 0.00% | +3,650+89.7% | Added |
| Group One Trading, L.P. | 5,544 | $72.2K | 0.00% | +3,244+141.0% | Added |
| US Bancorp | 5,134 | $66.8K | 0.00% | +1,338+35.2% | Added |
| Optiver Holding B.V. | 4,587 | $59.7K | 0.00% | +3,858+529.2% | Added |
| Westend Capital Management, LLC | 3,685 | $48.0K | 0.02% | +279+8.2% | Added |
| The PNC Financial Services Group, Inc. | 3,584 | $46.7K | 0.00% | −58−1.6% | Reduced |
| CWM, LLC | 3,154 | $41.0K | 0.00% | +2,306+271.9% | Added |
| Amalgamated Bank | 2,900 | $38.0K | 0.00% | +973+50.5% | Added |
| Aventura Private Wealth, LLC | 2,134 | $27.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,058 | $26.8K | 0.00% | −146−6.6% | Reduced |
| Quadrant Capital Group LLC | 1,697 | $22.1K | 0.00% | +202+13.5% | Added |
| USA Financial Portformulas Corp | 1,463 | $19.0K | 0.00% | +1,463 | New |
| Sterling Capital Management LLC | 1,452 | $18.9K | 0.00% | −1,036−41.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,138 | $16.0K | 0.00% | +1,138 | New |
| GAMMA Investing LLC | 1,191 | $15.5K | 0.00% | +781+190.5% | Added |
| McIlrath & Eck, LLC | 1,082 | $14.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 977 | $12.7K | 0.00% | +32+3.4% | Added |
| Rise Advisors, LLC | 915 | $11.9K | 0.01% | +915 | New |
| Parallel Advisors, LLC | 908 | $11.8K | 0.00% | −145−13.8% | Reduced |
| Signature Resources Capital Management, LLC | 790 | $10.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 715 | $9.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 636 | $8.29K | 0.00% | +21+3.4% | Added |
| IFP Advisors, Inc | 634 | $8.26K | 0.00% | +634 | New |
| Smartleaf Asset Management LLC | 460 | $6.00K | 0.00% | +20+4.5% | Added |
| EverSource Wealth Advisors, LLC | 431 | $5.61K | 0.00% | −138−24.3% | Reduced |
| Principal Securities, Inc. | 370 | $4.68K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 354 | $4.61K | 0.00% | +354 | New |
| Versant Capital Management, Inc | 346 | $4.50K | 0.00% | +346 | New |
| Massmutual Trust Co FSB | 311 | $4.05K | 0.00% | +79+34.1% | Added |
| Allworth Financial LP | 278 | $3.33K | 0.00% | −119−30.0% | Reduced |
| Huntington National Bank | 229 | $2.98K | 0.00% | −15−6.1% | Reduced |
| Red Tortoise LLC | 200 | $2.60K | 0.00% | −143−41.7% | Reduced |
| Danske Bank A/S | 200 | $2.60K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 192 | $2.50K | 0.00% | +192 | New |
| Decker Retirement Planning Inc. | 150 | $1.95K | 0.00% | −100−40.0% | Reduced |
| Lord & Richards Wealth Management, LLC | 147 | $1.91K | 0.00% | +147 | New |
| Sound Income Strategies, LLC | 145 | $1.89K | 0.00% | +145 | New |
| Fifth Third Bancorp | 142 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 136 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $1.69K | 0.00% | +70+116.7% | Added |
| GWM Advisors LLC | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 99 | $1.29K | 0.00% | +99 | New |
| Bessemer Group Inc | 88 | $1.00K | 0.00% | +88 | New |
| Lindbrook Capital, LLC | 72 | $937 | 0.00% | +72 | New |
| Parkside Financial Bank & Trust | 40 | $521 | 0.00% | +40 | New |
| Plante Moran Financial Advisors, LLC | 33 | $430 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $391 | 0.00% | 00.0% | Unchanged |