Among active 13F managers last quarter, 2 opened and 22 added, while 14 reduced; the largest holder to move was Two Sigma Investments, LP (−9.2%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
193 tracked 13F filers disclose a position in MFA as of the latest SEC 13F filings, a combined $446.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.5M | $91.7M | ▲+3.0% Added · +272K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 4.7M | $45.1M | ▲+0.7% Added · +31K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 4.5M | $43.8M | ▼−0.3% Reduced · −15K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 2.6M | $25.7M | ▲+2.9% Added · +73K sh | Q2 2026 | |
| 5 | State Street Corp | 2.6M | $25.9M | ▲+6.0% Added · +146K sh | Q2 2026 | |
| 6 | Mirae Asset Global Etfs Holdings Ltd. | 2.1M | $20.3M | ▲+51% Added · +713K sh | Q1 2026 | |
| 7 | Charles Schwab Investment Management Inc | 1.6M | $15.0M | ▲+7.5% Added · +109K sh | Q1 2026 | |
| 8 | FMR LLC | 1.3M | $12.7M | ▲+12% Added · +143K sh | Q2 2026 | |
| 9 | Two Sigma Investments, LP | 1.1M | $10.7M | ▼−9.2% Reduced · −113K sh | Q1 2026 | |
| 10 | Van Eck Associates Corp | 1.0M | $10.0M | ▼−12% Reduced · −144K sh | Q2 2026 | |
| 11 | AQR Capital Management LLC | 1.0M | $9.7M | ▲+2.3% Added · +23K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 948K | $9.1M | ▲+5.2% Added · +47K sh | Q1 2026 | |
| 13 | Renaissance Technologies LLC | 777K | $7.4M | ▲+245% Added · +552K sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 686K | $6.6M | ▲+3.8% Added · +25K sh | Q2 2026 | |
| 15 | Goldman Sachs Group Inc | 560K | $5.4M | ▼−22% Reduced · −158K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 534K | $5.1M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 17 | Allianz Asset Management GmbH | 506K | $4.8M | ▼−26% Reduced · −175K sh | Q1 2026 | |
| 18 | LPL Financial LLC | 385K | $3.7M | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 19 | Citigroup Inc | 380K | $3.6M | ▲+4.1% Added · +15K sh | Q1 2026 | |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 370K | $3.6M | ▲+48% Added · +120K sh | Q2 2026 | |
| 21 | EMG Holdings, L.P. | 317K | $3.1M | ▼−50% Reduced · −321K sh | Q2 2026 | |
| 22 | Millennium Management LLC | 291K | $2.8M | ▼−72% Reduced · −742K sh | Q1 2026 | |
| 23 | Verition Fund Management LLC | 279K | $2.7M | ▲+21% Added · +48K sh | Q2 2026 | |
| 24 | Morgan Stanley | 276K | $2.6M | ▼−48% Reduced · −255K sh | Q1 2026 | |
| 25 | Citadel Advisors LLC | 274K | $2.7M | ▲+207% Added · +185K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in MFA and 22 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 96 funds | $169.9B |
| Nvidia CorpNVDA | 95 funds | $289.0B |
| Broadcom IncAVGO | 95 funds | $122.6B |
| Meta Platforms Inc-Class AMETA | 95 funds | $72.4B |
| Apple IncAAPL | 94 funds | $193.5B |
| Amazon.com IncAMZN | 94 funds | $134.9B |
| Alphabet Inc-CL AGOOGL | 94 funds | $114.8B |
| Costco Wholesale CorpCOST | 94 funds | $23.0B |
| Eli Lilly & CoLLY | 93 funds | $59.5B |
| Tesla IncTSLA | 93 funds | $44.6B |
| Visa Inc-Class A SharesV | 93 funds | $40.4B |
| JPMorgan Chase & CoJPM | 93 funds | $37.6B |
Ranked by how many of MFA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2025 | Lin Mei | Sr. VP & Co-Controller | Sell (S) | 3K | $28K |
| Jan 9, 2023 | Sternlicht Barry S | 10% Owner | Sell (S) | 10.2M | $102.6M |
| Jan 6, 2023 | Sternlicht Barry S | 10% Owner | Sell (S) | 450K | $4.7M |
| Sep 15, 2022 | Roper Michael Charles | SVP & Chief Accounting Ofcr | Buy (P) | 1K | $11K |
| Sep 15, 2022 | Wulfsohn Bryan | SVP & Co-Chief Invest. Ofcr | Buy (P) | 3K | $32K |
| Sep 14, 2022 | Knutson Craig L | CEO and President, Director | Buy (P) | 2K | $27K |
| Sep 14, 2022 | Josephs Robin | Director | Buy (P) | 2K | $25K |
| Sep 14, 2022 | Yarad Stephen D. | Chief Financial Officer | Buy (P) | 2K | $25K |
| May 27, 2022 | Lin Mei | Sr. VP & Co-Controller | Sell (S) 2 lots, same day | 4K | $55K |
| Jan 31, 2022 | Roper Michael Charles | SVP & Chief Accounting Ofcr | Buy (P) | 261 | $5K |
| Aug 7, 2020 | Wulfsohn Bryan | Sr. VP and Co-CIO | Buy (P) 2 lots, same day | 38K | $101K |
| Mar 12, 2020 | Freydberg Ronald A | Executive Vice President | Buy (P) | 15K | $90K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 30 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| MFAthis pagecs | 193 funds | $446.3M |
| MFAUSDCOM | 1 funds | $5K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MFA
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MFA/capital-change-brief"
Use Arkolith's capital_change_brief for MFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.