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AGNC Investment
AGNC

Overview Fund Activity

555 hedge funds and large institutions have $3.92B invested in AGNC Investment in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 138 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
7.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
85
Increased
267
Reduced
138
Closed
75
Calls
$157M
Puts
$325M
Net Calls
-$168M
Net Calls Change
+$10.1M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$107M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$83.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.2M
5
BlackRock
BlackRock
New York
+$33.5M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$163M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$29.4M
4
OAM
Ostrum Asset Management
France
-$16.3M
5
RL
Ruffer LLP
United Kingdom
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$546K +$219K +23,802 +67%
PFA
227
Pure Financial Advisors
California
$545K +$545K +59,347 New
CFM
228
Catalyst Funds Management
Australia
$543K +$238K +25,935 +78%
TCM
229
Triumph Capital Management
Colorado
$537K -$208K -22,615 -28%
Wolverine Trading
230
Wolverine Trading
Illinois
$522K -$598K -64,446 -53%
FA
231
Fermata Advisors
California
$521K +$78.1K +8,495 +18%
PGWM
232
Parisi Gray Wealth Management
New Jersey
$517K +$2.78K +302 +0.5%
MWM
233
Maridea Wealth Management
New York
$501K +$18.2K +1,978 +4%
PFS
234
Prospera Financial Services
Texas
$496K +$167K +18,224 +51%
WPC
235
Wedmont Private Capital
Pennsylvania
$493K -$8.47K -892 -2%
X
236
Xponance
Pennsylvania
$488K +$42.7K +4,641 +10%
SPA
237
Sherbrooke Park Advisers
New York
$479K +$384K +41,811 +404%
DA
238
DCM Advisors
New York
$477K +$477K +51,929 New
NG
239
Norden Group
Utah
$466K +$180K +19,638 +63%
SCM
240
SCS Capital Management
Massachusetts
$465K +$18.2K +1,975 +4%
WSWA
241
Warren Street Wealth Advisors
California
$461K +$461K +50,217 New
Two Sigma Investments
242
Two Sigma Investments
New York
$453K -$1.53M -166,905 -77%
TWM
243
Triton Wealth Management
Arizona
$443K +$443K +46,056 New
BPA
244
Beacon Pointe Advisors
California
$436K +$234K +25,500 +116%
KLCM
245
KG&L Capital Management
Louisiana
$435K +$66.6K +7,249 +18%
WANY
246
Wealthspire Advisors (New York)
New York
$433K +$433K +47,092 New
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$423K +$58.8K +6,395 +16%
FFA
248
First Foundation Advisors
California
$422K – – –
AB
249
Amalgamated Bank
New York
$422K +$1.24K +135 +0.3%
QCM
250
QRG Capital Management
Illinois
$422K -$68.7K -7,477 -14%
8 9
10
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