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AGNC Investment

672 hedge funds and large institutions have $4.3B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 298 increasing their positions, 163 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $4.48B → $4.3B (-$184M)

25% less call options, than puts

Call options by funds: $189M | Put options by funds: $250M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$189M
Puts
$250M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$702K
VPIM
252
Vanguard Personalized Indexing Management
California
$698K
Ensign Peak Advisors
253
Ensign Peak Advisors
Utah
$697K
IF
254
Intrua Financial
Texas
$676K
TCM
255
Triumph Capital Management
Colorado
$673K
HSBC Holdings
256
HSBC Holdings
United Kingdom
$671K
SLAM
257
Swiss Life Asset Management
$668K
Cerity Partners
258
Cerity Partners
New York
$666K
KWA
259
Kingswood Wealth Advisors
California
$664K
BCM
260
Bayesian Capital Management
New York
$648K
GAA
261
Global Assets Advisory
Florida
$647K
DS
262
DRW Securities
Illinois
$625K
RWA
263
Redhawk Wealth Advisors
Minnesota
$620K
KWM
264
Kingsview Wealth Management
Oregon
$618K
NW
265
NewEdge Wealth
Pennsylvania
$617K
TWM
266
Triton Wealth Management
Arizona
$614K
ACM
267
Aubrey Capital Management
United Kingdom
$602K
VM
268
VPR Management
Texas
$602K
BCM
269
Brookstone Capital Management
Illinois
$601K
WAM
270
Weiss Asset Management
Massachusetts
$594K
AB
271
Amalgamated Bank
New York
$594K
LFG
272
Larson Financial Group
Missouri
$593K
IA
273
Integrity Alliance
Iowa
$592K
MWP
274
Madison Wealth Partners
Wisconsin
$583K
MLM
275
Mount Lucas Management
Pennsylvania
$569K