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Federal Agricultural Mortgage

247 hedge funds and large institutions have $1.42B invested in Federal Agricultural Mortgage in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $7.41M | Put options by funds: $4.65M

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

7% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 85

1% more funds holding

Funds holding: 245247 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.4% less ownership

Funds ownership: 81.52%81.12% (-0.4%)

5% less capital invested

Capital invested by funds: $1.5B → $1.42B (-$79.7M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
91
Reduced
85
Closed
21
Calls
$7.41M
Puts
$4.65M
Net Calls
+$2.76M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$21K +$1.18K +6 +6%
RWS
202
Retirement Wealth Solutions
Wisconsin
$20.1K
FFA
203
Farther Finance Advisors
California
$19.4K +$19.6K +100 +2,500%
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3K +$1.18K +6 +7%
SAM
205
Shell Asset Management
Netherlands
$17K -$785 -4 -4%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$14.7K
SPIA
207
Steward Partners Investment Advisory
New York
$14.6K
SAM
208
Smartleaf Asset Management
Massachusetts
$14.1K +$2.16K +11 +17%
CPG
209
Cornerstone Planning Group
New Jersey
$11.7K +$10.6K +54 +450%
AGWCA
210
Annis Gardner Whiting Capital Advisors
Florida
$11.4K -$7.06K -36 -37%
LC
211
Lindbrook Capital
California
$10.7K
S
212
SignatureFD
Georgia
$9.89K
GI
213
GAMMA Investing
California
$9.38K +$785 +4 +9%
SC
214
SouthState Corp
Florida
$9.38K +$9.81K +50 New
HCM
215
Hollencrest Capital Management
California
$8.63K +$9.03K +46 New
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$8.44K
WA
217
WPG Advisers
Maryland
$8.44K +$5.89K +30 +200%
HFS
218
Hughes Financial Services
Virginia
$8.03K +$8.44K +43 New
CT
219
Caldwell Trust
Florida
$7.31K +$7.65K +39 New
WTC
220
WhitTier Trust Company
Nevada
$6.94K +$2.55K +13 +54%
WA
221
Whipplewood Advisors
Colorado
$6K +$75.2K +383 +1,197%
CA
222
Clearstead Advisors
Ohio
$5.44K
MG
223
Mather Group
Illinois
$5.25K
SCM
224
Sterling Capital Management
North Carolina
$5.06K -$2.75K -14 -34%
QL
225
Quarry LP
New York
$5.06K +$5.3K +27 New