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AGNC Investment

588 hedge funds and large institutions have $3.76B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 282 increasing their positions, 123 reducing their positions, and 56 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:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $3.93B → $3.76B (-$171M)

5.02% less ownership

Funds ownership: 41.85%36.83% (-5%)

24% less call options, than puts

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

Holders
588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
CG
326
CFO4Life Group
Texas
$256K
CAI
327
Capital Advisors Inc
Oklahoma
$250K
IA
328
IFP Advisors
Florida
$249K
FRA
329
Front Row Advisors
California
$248K
LCM
330
Lazari Capital Management
California
$246K
STA
331
Summit Trail Advisors
New York
$244K
GHAM
332
Gilman Hill Asset Management
Connecticut
$244K
SO
333
STRS Ohio
Ohio
$243K
HW
334
HORAN Wealth
Ohio
$242K
SWP
335
Stratos Wealth Partners
Ohio
$239K
BCI
336
Brinker Capital Investments
Pennsylvania
$238K
GWM
337
Geneos Wealth Management
Colorado
$235K
AFA
338
AA Financial Advisors
Ohio
$226K
AWM
339
Apollon Wealth Management
South Carolina
$225K
WSWA
340
Warren Street Wealth Advisors
California
$225K
Nomura Holdings
341
Nomura Holdings
Japan
$223K
IWM
342
IHT Wealth Management
Illinois
$221K
BEI
343
Benjamin Edwards Inc
Missouri
$219K
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$214K
LAM
345
Longboard Asset Management
Arizona
$213K
AI
346
Atria Investments
North Carolina
$211K
CFGSD
347
Compass Financial Group (South Dakota)
South Dakota
$211K
MOS
348
MGO One Seven
Ohio
$210K
SSIM
349
Sheets Smith Investment Management
Texas
$209K
WA
350
WealthTrust Axiom
Pennsylvania
$208K