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AGNC Investment

578 hedge funds and large institutions have $3.75B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 276 increasing their positions, 120 reducing their positions, and 53 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 capital invested

Capital invested by funds: $ → $

5.1% less ownership

Funds ownership: 41.83%36.73% (-5.1%)

24% less call options, than puts

Call options by funds: $169M | Put options by funds: $222M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$169M
Puts
$222M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
251
Strategic Financial Concepts
Texas
$454K
FFA
252
First Foundation Advisors
California
$450K
HI
253
Harbour Investments
Wisconsin
$441K
IA
254
IFG Advisory
Georgia
$440K
BCM
255
Brookstone Capital Management
Illinois
$414K
WTB
256
Washington Trust Bank
Washington
$408K
SI
257
Stephens Inc
Arkansas
$406K
DS
258
DRW Securities
Illinois
$404K
PAP
259
Persistent Asset Partners
Hong Kong
$400K
LFG
260
Larson Financial Group
Missouri
$398K
TWM
261
Triton Wealth Management
Arizona
$393K
IIC
262
Integrated Investment Consultants
Michigan
$387K
KF
263
Krilogy Financial
Missouri
$386K
QCM
264
QRG Capital Management
Illinois
$384K
VFPW
265
Vantage Financial Partners (Wisconsin)
Wisconsin
$382K
Principal Financial Group
266
Principal Financial Group
Iowa
$378K
OC
267
Oppenheimer & Co
New York
$369K
AAS
268
Ameritas Advisory Services
Nebraska
$368K
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$367K
ICA
270
Infrastructure Capital Advisors
New York
$364K
IIM
271
INTECH Investment Management
Florida
$362K
GWA
272
Genesis Wealth Advisors
Massachusetts
$360K
HSBC Holdings
273
HSBC Holdings
United Kingdom
$360K
LCWP
274
Legacy Capital Wealth Partners
Arkansas
$355K
Corient Private Wealth
275
Corient Private Wealth
Florida
$353K