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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
HW
326
HORAN Wealth
Ohio
$242K
SWP
327
Stratos Wealth Partners
Ohio
$239K
BCI
328
Brinker Capital Investments
Pennsylvania
$238K
GWM
329
Geneos Wealth Management
Colorado
$235K
AFA
330
AA Financial Advisors
Ohio
$226K
AWM
331
Apollon Wealth Management
South Carolina
$225K
WSWA
332
Warren Street Wealth Advisors
California
$225K
Nomura Holdings
333
Nomura Holdings
Japan
$223K
IWM
334
IHT Wealth Management
Illinois
$221K
BEI
335
Benjamin Edwards Inc
Missouri
$219K
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$214K
LAM
337
Longboard Asset Management
Arizona
$213K
AI
338
Atria Investments
North Carolina
$211K
CFGSD
339
Compass Financial Group (South Dakota)
South Dakota
$211K
MOS
340
MGO One Seven
Ohio
$210K
SSIM
341
Sheets Smith Investment Management
Texas
$209K
WA
342
WealthTrust Axiom
Pennsylvania
$208K
SEP
343
Southland Equity Partners
Missouri
$207K
CL
344
Choreo LLC
Illinois
$206K
1WA
345
180 Wealth Advisors
Washington
$205K
RFA
346
Register Financial Advisors
Georgia
$201K
CPRC
347
Consolidated Portfolio Review Corp
New York
$199K
MF
348
Manchester Financial
California
$198K
NWWA
349
New Wave Wealth Advisors
Arkansas
$197K
PCMC
350
Paragon Capital Management (Colorado)
Colorado
$197K