Armour Residential Reit, Inc.: which funds bought and sold

Institutions that bought and sold Armour Residential Reit shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 165 institutions that filed 13F reports for both quarters added to or opened positions in Armour Residential Reit, and 53 cut or closed them. Together they added a net 10.5M shares, +16.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 479K shares (+6.6%); index fund managers were net buyers of 5.0M shares (+12.8%). 38 opened a new position and 12 sold out entirely.

Bought, Q2 2026 165 institutions, 38 of them new holders Sold, Q2 2026 53 institutions, 12 of them sold out

Net change, all compared +10.5M shares (+16.3%)

Net change, active managers +479K shares (+6.6%), 16 bought, 8 sold

Buyers versus sellers

institutions compared, 255

165 bought 37 53 sold

Active managers and hedge funds 16 bought · 8 sold · +479K

Index fund managers 9 bought · 1 sold · +5.0M

Other institutions 140 bought · 44 sold · +4.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+2.7M +15.4%	20.0M	$349M
Morgan Stanley	+1.6M +129.3%	2.8M	$48.1M
Mirae Asset Global Etfs Holdings Ltd.	+923K +58.5%	2.5M	$43.6M
Jupiter Asset Management Ltd Active manager	+919K +74.6%	2.2M	$37.5M
State Street Corp Index funds	+619K +15.0%	4.7M	$82.8M
Geode Capital Management, LLC Index funds	+498K +18.3%	3.2M	$56.2M
Vanguard Portfolio Management LLC Index funds	+438K +6.6%	7.1M	$124M
Ameriprise Financial Inc	+427K +35.8%	1.6M	$28.3M
Columbus Macro, LLC	+375K New position	375K	$6.5M
Envestnet Asset Management Inc	+375K New position	375K	$6.5M
Vanguard Capital Management LLC Index funds	+367K +7.0%	5.6M	$97.6M
Cetera Investment Advisers	+363K +2763.8%	376K	$6.6M
AQR Capital Management LLC Hedge fund	+295K +62.0%	772K	$13.5M
Goldman Sachs Group Inc	+285K +77.5%	652K	$11.4M
Northern Trust Corp Index funds	+222K +19.7%	1.4M	$23.6M
Verition Fund Management LLC Hedge fund	+215K +49.2%	652K	$11.4M
Invesco Ltd.	+208K +11.5%	2.0M	$35M
Connor, Clark & Lunn Investment Management Ltd.	+200K New position	200K	$3.5M
Freestone Grove Partners LP Hedge fund	+149K New position	149K	$2.6M
Charles Schwab Investment Management Inc Index funds	+129K +12.1%	1.2M	$20.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Jupiter Asset Management Ltd Active manager	+919K +74.6%	2.2M	$37.5M
AQR Capital Management LLC Hedge fund	+295K +62.0%	772K	$13.5M
Verition Fund Management LLC Hedge fund	+215K +49.2%	652K	$11.4M
Freestone Grove Partners LP Hedge fund	+149K New position	149K	$2.6M
Capital Fund Management S.A. Hedge fund	+125K New position	125K	$2.2M
Holocene Advisors, LP Hedge fund	+119K New position	119K	$2.1M
D. E. Shaw & Co., Inc. Hedge fund	+114K +5.5%	2.2M	$38.4M
Schonfeld Strategic Advisors LLC Hedge fund	+100K New position	100K	$1.7M
Segall Bryant & Hamill, LLC Active manager	+51K +88.1%	108K	$1.9M
Alliancebernstein L.P. Active manager	+34K +31.5%	141K	$2.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−672K −92.9%	51K	$892,813
Voloridge Investment Management, LLC Hedge fund	−426K −91.6%	39K	$679,171
Citadel Advisors LLC Hedge fund	−316K −48.2%	340K	$5.9M
First Trust Advisors LP	−272K −41.0%	392K	$6.8M
Wolverine Asset Management LLC	−251K −48.2%	270K	$4.7M
Jpmorgan Chase & Co	−189K −67.4%	92K	$1.7M
Two Sigma Investments, LP Hedge fund	−117K −20.6%	450K	$7.9M
Qube Research & Technologies Ltd Hedge fund	−76K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−70K −86.0%	11K	$198,965
Peak6 LLC	−61K Sold out	0	—
UBS Group AG	−60K −6.9%	816K	$14.2M
Xtx Topco Ltd	−47K −55.4%	38K	$654,933
Jump Financial, LLC	−42K −71.5%	17K	$294,329
Laurion Capital Management LP Hedge fund	−37K Sold out	0	—
Van Eck Associates Corp	−35K −3.3%	1.0M	$17.7M
Susquehanna International Group, LLP	−30K −29.6%	71K	$1.2M
Vestcor Inc	−21K −98.0%	430	$8,000
Brevan Howard Capital Management LP Hedge fund	−15K −23.7%	50K	$868,347
State Of Alaska, Department Of Revenue	−15K −26.6%	41K	$712,000
World Investment Advisors	−11K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−672K −92.9%	51K	$892,813
Voloridge Investment Management, LLC Hedge fund	−426K −91.6%	39K	$679,171
Citadel Advisors LLC Hedge fund	−316K −48.2%	340K	$5.9M
Two Sigma Investments, LP Hedge fund	−117K −20.6%	450K	$7.9M
Qube Research & Technologies Ltd Hedge fund	−76K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−70K −86.0%	11K	$198,965
Laurion Capital Management LP Hedge fund	−37K Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−15K −23.7%	50K	$868,347

New positions

largest by value

Institution	Shares	Value June 30, 2026
Columbus Macro, LLC	375K	$6.5M
Envestnet Asset Management Inc	375K	$6.5M
Connor, Clark & Lunn Investment Management Ltd.	200K	$3.5M
Freestone Grove Partners LPHedge fund	149K	$2.6M
Capital Fund Management S.A.Hedge fund	125K	$2.2M
Holocene Advisors, LPHedge fund	119K	$2.1M
Schonfeld Strategic Advisors LLCHedge fund	100K	$1.7M
Meeder Asset Management Inc	40K	$699,693
Two Sigma Securities, LLC	29K	$503,851
Entrypoint Capital, LLC	29K	$497,796

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Qube Research & Technologies LtdHedge fund	76K	$1.3M
Peak6 LLC	61K	$1M
Laurion Capital Management LPHedge fund	37K	$621,080
World Investment Advisors	11K	$187,083
Advisory Services Network, LLC	1,998	$33,329
Sound Income Strategies, LLC	914	$15,422
Quadrant Capital Group LLC	919	$15,329
Twin Peaks Wealth Advisors, LLC	824	$13,744
Summit Securities Group LLC	800	$13,344
Burk Holdings LLC	296	$4,937

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 247
Ten largest holders: 69.8%
Index fund managers: 59.3%
Active managers and hedge funds: 10.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	16	8	6	2	+479K	+6.6%
Index fund managers	9	1	0	0	+5.0M	+12.8%
Other institutions	140	44	32	10	+4.9M	+27.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Armour Residential Reit.

Only managers that filed a holdings report for both quarters are compared (255 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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