Fannie Mae (fnma V8.25 Perp S)Preferred / convertible

13F holders, Q3 2025 (September 30)
3holders +1
2new positions
1sold out
$16.60avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Fannie Mae (fnma V8.25 Perp S) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were CapWealth Advisors, LLC ($36.5M), Pinnacle Holdings, LLC ($100K) and Fifth Lane Capital, LP ($83K).

Company
Fannie Mae (fnma V8.25 Perp S)
Filed as
FEDERAL NATL MTG ASSN PFD8.25SER S (Q3 2025)
CUSIP
313586752
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$36.6M
Exits1$14K

All 13F filers, Q2 2025 → Q3 2025: 2,203,409 shares bought and 925 shares sold, net +2,202,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

CapWealth Advisors, LLC — New 2,198,409 $36.5M
Pinnacle Holdings, LLC — No change 6,000 $100K
Fifth Lane Capital, LP — New 5,000 $83K

"% of holder's portfolio" is FANNIE MAE (FNMA V8.25 PERP S)'s weight in each manager's 13F, not the share of Fannie Mae (fnma V8.25 Perp S) the manager owns.