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Federal Agricultural Mortgage

255 hedge funds and large institutions have $1.5B invested in Federal Agricultural Mortgage in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.42B → $1.5B (+$79.5M)

3% more funds holding

Funds holding: 247255 (+8)

1.21% more ownership

Funds ownership: 81.12%82.33% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $5.73M | Put options by funds: $7.32M

Holders
255
Holders Change
+8
Holders Change %
+3.24%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
29
Increased
91
Reduced
86
Closed
17
Calls
$5.73M
Puts
$7.32M
Net Calls
-$1.59M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$37.1K -$3.49K -19 -9%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$35K
CIAS
203
CBIZ Investment Advisory Services
Ohio
$34.9K
EWA
204
EverSource Wealth Advisors
Alabama
$28.4K +$6.24K +34 +30%
HCA
205
Harbor Capital Advisors
Illinois
$28K +$3.12K +17 +13%
SS
206
Sunbelt Securities
Texas
$26.4K +$24.6K +134 New
BI
207
Binnacle Investments
Iowa
$26.2K +$3.67K +20 +17%
AF
208
Allworth Financial
California
$25.1K +$23.5K +128 +12,800%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$23.9K
SAM
210
Smartleaf Asset Management
Massachusetts
$21.1K +$5.87K +32 +43%
RWS
211
Retirement Wealth Solutions
Wisconsin
$20.9K +$184 +1 +0.9%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$20K -$2.39K -13 -11%
FFA
213
Farther Finance Advisors
California
$19.6K -$551 -3 -3%
WTC
214
WhitTier Trust Company
Nevada
$19K +$11.2K +61 +165%
SAM
215
Shell Asset Management
Netherlands
$18K
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.9K
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$17.5K +$184 +1 +1%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$17.3K +$16.3K +89 New
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$17K +$15.8K +86 New
GWM
220
Geneos Wealth Management
Colorado
$14.2K -$29.4K -160 -69%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$11.9K
GI
222
GAMMA Investing
California
$11.7K +$1.83K +10 +20%
SC
223
SouthState Corp
Florida
$9.71K
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$8.74K
SCM
225
Sterling Capital Management
North Carolina
$8.55K +$3.12K +17 +63%

AGM Hedge Fund Activity: Q2 2025 in Review

255 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q2 2025, worth a combined $1.5B — up 5.6% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AGM positions and 17 closed out — a net gain of 12 holders — while 91 added to existing stakes and 86 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $5.74M. The largest seller was Rice Hall James & Associates, cutting an estimated $6.68M.

  • 255 institutional investors held Federal Agricultural Mortgage (AGM) as of Q2 2025, up from 247 in Q1 2025.
  • Funds reported $1.5B of Federal Agricultural Mortgage stock for Q2 2025, up 5.6% quarter-over-quarter.
  • 29 funds opened new Federal Agricultural Mortgage positions in Q2 2025 and 17 closed out, a net change of +12 holders.
  • The largest Federal Agricultural Mortgage buyer in Q2 2025 was ProShare Advisors, an estimated $5.74M added.
  • The largest Federal Agricultural Mortgage seller in Q2 2025 was Rice Hall James & Associates, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.