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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
BlackRock
1
BlackRock
New York
$140M -$922K -4,700 -0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$116M -$3.74M -19,069 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M +$780K +3,973 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.1M -$2.89M -14,729 -3%
Boston Partners
5
Boston Partners
Massachusetts
$77.1M +$30.8K +157 +0%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$70.8M +$4.27M +21,772 +6%
Principal Financial Group
7
Principal Financial Group
Iowa
$62M -$675K -3,441 -1%
CCM
8
Copeland Capital Management
Pennsylvania
$54.1M -$1.77M -9,043 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$52.2M +$4.5M +22,922 +9%
American Century Companies
10
American Century Companies
Missouri
$45.9M +$4.77M +24,289 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.2M +$947K +4,828 +2%
State Street
12
State Street
Massachusetts
$39.8M -$2.67M -13,592 -6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$35.2M +$2.28M +11,624 +7%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$32.4M -$1.94M -9,899 -5%
RHJA
15
Rice Hall James & Associates
California
$30.7M -$827K -4,216 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$26.4M -$1.15M -5,851 -4%
Northern Trust
17
Northern Trust
Illinois
$25.2M +$908K +4,625 +4%
WRM
18
Weybosset Research & Management
Rhode Island
$20M -$485K -2,471 -2%
Charles Schwab
19
Charles Schwab
California
$19.9M +$974K +4,963 +5%
Morgan Stanley
20
Morgan Stanley
New York
$16.2M -$403K -2,056 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.6M +$154K +786 +1%
Wells Fargo
22
Wells Fargo
California
$12.9M +$1.12M +5,698 +9%
BCM
23
Bridgeway Capital Management
Texas
$11.4M -$1.92M -9,804 -14%
M2MC
24
Matthew 25 Management Corp
Pennsylvania
$10.3M -$981K -5,000 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.69M -$67.5K -344 -0.7%