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AGNC Investment

594 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, 283 increasing their positions, 125 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:

5% less capital invested

Capital invested by funds: $3.94B → $3.76B (-$181M)

5.01% less ownership

Funds ownership: 41.85%36.84% (-5%)

24% less call options, than puts

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

Holders
594
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
SSIM
351
Sheets Smith Investment Management
Texas
$209K
WA
352
WealthTrust Axiom
Pennsylvania
$208K
SEP
353
Southland Equity Partners
Missouri
$207K
CL
354
Choreo LLC
Illinois
$206K
1WA
355
180 Wealth Advisors
Washington
$205K
RFA
356
Register Financial Advisors
Georgia
$201K
CPRC
357
Consolidated Portfolio Review Corp
New York
$199K
MF
358
Manchester Financial
California
$198K
NWWA
359
New Wave Wealth Advisors
Arkansas
$197K
PCMC
360
Paragon Capital Management (Colorado)
Colorado
$197K
IA
361
Insight Advisors
Pennsylvania
$197K
LSA
362
Leonteq Securities AG
Switzerland
$196K
SH
363
SLT Holdings
Arizona
$196K
CWA
364
Cura Wealth Advisors
Illinois
$196K
PWG
365
Portside Wealth Group
Utah
$194K
CW
366
CreativeOne Wealth
Kansas
$193K
WCG
367
Weaver Consulting Group
California
$193K
FCP
368
Fidelis Capital Partners
Florida
$191K
NAAA
369
New Age Alpha Advisors
New York
$190K
William Blair & Company
370
William Blair & Company
Illinois
$188K
ACA
371
Aptus Capital Advisors
Alabama
$184K
WA
372
Waverly Advisors
Alabama
$181K
SC
373
Solstein Capital
California
$181K
DnB Asset Management
374
DnB Asset Management
Norway
$180K
WAS
375
Winch Advisory Services
Wisconsin
$180K