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Federal Agricultural Mortgage

232 hedge funds and large institutions have $1.17B invested in Federal Agricultural Mortgage in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.7% more ownership

Funds ownership: 82.36%85.06% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 75

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

1% less funds holding

Funds holding: 235232 (-3)

14% less capital invested

Capital invested by funds: $1.36B → $1.17B (-$184M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

61% less call options, than puts

Call options by funds: $3.12M | Put options by funds: $8.04M

Holders
232
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
81
Reduced
75
Closed
37
Calls
$3.12M
Puts
$8.04M
Net Calls
-$4.93M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$109M +$3.9M +23,865 +3%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$65.1M +$373K +2,283 +0.5%
VCM
3
Vanguard Capital Management
Pennsylvania
$58.9M +$64.9M +396,966 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$58.6M +$3.8M +23,228 +6%
Principal Financial Group
5
Principal Financial Group
Iowa
$52.1M +$6.49M +39,702 +13%
Charles Schwab
6
Charles Schwab
California
$48M +$35.3M +215,856 +200%
American Century Companies
7
American Century Companies
Missouri
$48M +$3.78M +23,127 +8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$47.2M +$9.02M +55,141 +21%
Boston Partners
9
Boston Partners
Massachusetts
$41.3M -$11.1M -67,673 -20%
Capital World Investors
10
Capital World Investors
California
$40.9M
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$39.5M -$15.2M -92,633 -26%
CCM
12
Copeland Capital Management
Pennsylvania
$35.1M -$707K -4,322 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$34.1M +$1.39M +8,488 +4%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$32.4M -$1.12M -6,822 -3%
State Street
15
State Street
Massachusetts
$31.7M +$699K +4,275 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$31.5M -$1.47M -8,977 -4%
Invesco
17
Invesco
Georgia
$17.3M +$16.5M +101,087 +659%
RHJA
18
Rice Hall James & Associates
California
$17M +$373K +2,281 +2%
Northern Trust
19
Northern Trust
Illinois
$16.7M -$597K -3,650 -3%
WRM
20
Weybosset Research & Management
Rhode Island
$15.4M -$64.1K -392 -0.4%
EF
21
Empowered Funds
Pennsylvania
$14.3M +$15.8M +96,341 New
Goldman Sachs
22
Goldman Sachs
New York
$12.9M -$90.1K -551 -0.6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.2M +$1.75M +10,721 +16%
VPM
24
Vanguard Portfolio Management
Pennsylvania
$11M +$12.1M +73,985 New
Wells Fargo
25
Wells Fargo
California
$10.2M +$232K +1,417 +2%