Ray Dalio
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Ray Dalio’s AGNC Investment AGNC Stock Holding History

Ray Dalio’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-67,260
Closed -$658K – 1044
2025
Q3 		$658K Buy
+67,260
New +$652K ﹤0.01% 895
2023
Q2 		– Sell
-142,974
Closed -$1.44M – 700
2023
Q1 		$1.44M Sell
142,974
-68,439
-32% -$744K 0.01% 513
2022
Q4 		$2.19M Buy
211,413
+123,019
+139% +$1.12M 0.01% 520
2022
Q3 		$744K Sell
88,394
-522,233
-86% -$6.13M ﹤0.01% 739
2022
Q2 		$6.76M Buy
610,627
+559,370
+1,091% +$6.63M 0.03% 420
2022
Q1 		$671K Buy
51,257
+36,976
+259% +$517K ﹤0.01% 858
2021
Q4 		$215K Buy
+14,281
New +$226K ﹤0.01% 719
2018
Q4 		– Sell
-19,703
Closed -$367K – 474
2018
Q3 		$367K Buy
+19,703
New +$376K ﹤0.01% 303
2015
Q2 		– Sell
-244,917
Closed -$5.22M – 310
2015
Q1 		$5.22M Sell
244,917
-412,037
-63% -$8.91M 0.04% 120
2014
Q4 		$14.3M Buy
656,954
+631,837
+2,516% +$14.3M 0.11% 24
2014
Q3 		$534K Buy
+25,117
New +$579K ﹤0.01% 273
2013
Q3 		– Sell
-36,090
Closed -$830K – 315
2013
Q2 		$830K Buy
+36,090
New +$1.04M 0.01% 208

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ray Dalio's AGNC Position: Q4 2025 in Review

Ray Dalio sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 67,260 shares — an estimated $658K sold.

Ray Dalio first reported a position in AGNC in Q2 2013 and held it in 12 quarters. The position peaked at $14.3M in Q4 2014. 643 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • Ray Dalio reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 67,260 AGNC Investment shares in Q4 2025, an estimated $658K.
  • Ray Dalio first reported a position in AGNC Investment in Q2 2013 and held it in 12 quarters.
  • Ray Dalio's AGNC Investment position peaked at $14.3M in Q4 2014.
  • 643 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.