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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
SEP
351
Southland Equity Partners
Missouri
$207K
CL
352
Choreo LLC
Illinois
$206K
1WA
353
180 Wealth Advisors
Washington
$205K
RFA
354
Register Financial Advisors
Georgia
$201K
CPRC
355
Consolidated Portfolio Review Corp
New York
$199K
MF
356
Manchester Financial
California
$198K
NWWA
357
New Wave Wealth Advisors
Arkansas
$197K
PCMC
358
Paragon Capital Management (Colorado)
Colorado
$197K
IA
359
Insight Advisors
Pennsylvania
$197K
SH
360
SLT Holdings
Arizona
$196K
CWA
361
Cura Wealth Advisors
Illinois
$196K
PWG
362
Portside Wealth Group
Utah
$194K
CW
363
CreativeOne Wealth
Kansas
$193K
WCG
364
Weaver Consulting Group
California
$193K
FCP
365
Fidelis Capital Partners
Florida
$191K
NAAA
366
New Age Alpha Advisors
New York
$190K
William Blair & Company
367
William Blair & Company
Illinois
$188K
ACA
368
Aptus Capital Advisors
Alabama
$184K
WA
369
Waverly Advisors
Alabama
$181K
SC
370
Solstein Capital
California
$181K
DnB Asset Management
371
DnB Asset Management
Norway
$180K
WAS
372
Winch Advisory Services
Wisconsin
$180K
CSP
373
Cary Street Partners
Virginia
$178K
CFD
374
Creative Financial Designs
Indiana
$177K
CWM
375
Collaborative Wealth Management
Florida
$177K