Federal Agricultural Mortgage
AGM
232 hedge funds and large institutions have $1.18B 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.
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: 235 → 232 (-3)
13% less capital invested
Capital invested by funds: $1.36B → $1.18B (-$179M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
61% less call options, than puts
Call options by funds: $3.12M | Put options by funds: $8.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$35.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$16.5M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$15.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.02M |
| 5 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.9M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$15.2M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$11.1M |
| 4 |
FSCM
First Sabrepoint Capital Management
Dallas,
Texas
|
-$7.81M |
| 5 |
CAM
Crown Advisors Management
Larkspur,
California
|
-$6.14M |
AGM Hedge Fund Activity: Q1 2026 in Review
232 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2026, worth a combined $1.18B — down 13% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new AGM positions and 37 closed out — a net gain of 2 holders — while 81 added to existing stakes and 75 trimmed.
The largest buyer was Charles Schwab, adding an estimated $35.3M. The largest seller was Fidelity Investments, cutting an estimated $55.9M.
- 232 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2026, down from 235 in Q4 2025.
- Funds reported $1.18B of Federal Agricultural Mortgage stock for Q1 2026, down 13% quarter-over-quarter.
- 39 funds opened new Federal Agricultural Mortgage positions in Q1 2026 and 37 closed out, a net change of +2 holders.
- The largest Federal Agricultural Mortgage buyer in Q1 2026 was Charles Schwab, an estimated $35.3M added.
- The largest Federal Agricultural Mortgage seller in Q1 2026 was Fidelity Investments, an estimated $55.9M sold.
Based on aggregated 13F filings for Q1 2026.