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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
BlackRock
1
BlackRock
New York
$144M -$1.94M -10,561 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$122M +$1.58M +8,628 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$113M +$3.55M +19,361 +3%
Boston Partners
4
Boston Partners
Massachusetts
$80.1M +$874K +4,764 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$78M -$2.82M -15,378 -4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$73.3M -$46.6K -254 -0.1%
Principal Financial Group
7
Principal Financial Group
Iowa
$61.7M -$2.35M -12,828 -4%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$57.4M +$3.16M +17,233 +6%
CCM
9
Copeland Capital Management
Pennsylvania
$52.2M -$3.69M -20,092 -7%
American Century Companies
10
American Century Companies
Missouri
$51.2M +$3.46M +18,846 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.4M +$652K +3,550 +2%
State Street
12
State Street
Massachusetts
$39M -$2.12M -11,550 -5%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$37.2M +$704K +3,837 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$33.7M +$200K +1,092 +0.6%
Raymond James Financial
15
Raymond James Financial
Florida
$30M +$2.49M +13,559 +10%
RHJA
16
Rice Hall James & Associates
California
$24.8M -$6.68M -36,387 -22%
Northern Trust
17
Northern Trust
Illinois
$24.2M -$1.78M -9,721 -7%
Charles Schwab
18
Charles Schwab
California
$20.5M -$102K -555 -0.5%
WRM
19
Weybosset Research & Management
Rhode Island
$20.5M -$246K -1,339 -1%
Morgan Stanley
20
Morgan Stanley
New York
$19.5M +$2.57M +14,025 +16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14M -$101K -552 -0.8%
Wells Fargo
22
Wells Fargo
California
$13.2M -$217K -1,180 -2%
BCM
23
Bridgeway Capital Management
Texas
$13.1M +$1.17M +6,384 +10%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$10.7M +$4.91M +26,741 +95%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.2M +$121K +657 +1%

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.