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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
AWM
376
AE Wealth Management
Kansas
$168K
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$167K
NS
378
NBC Securities
Alabama
$167K
TCM
379
Traynor Capital Management
Pennsylvania
$167K
NWA
380
Navis Wealth Advisors
New York
$166K
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$163K
TRCT
382
Tower Research Capital (TRC)
New York
$160K
BJL
383
Brighton Jones LLC
Washington
$159K
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$158K
MWM
385
Mission Wealth Management
California
$158K
E3F
386
Eight 31 Financial
Texas
$158K
GWANC
387
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K
HVIA
388
Hudson Valley Investment Advisors
New York
$157K
ORC
389
O'Rourke & Company
Massachusetts
$157K
TPCW
390
TD Private Client Wealth
New York
$156K
OCPWS
391
One Charles Private Wealth Services
Massachusetts
$156K
M&T Bank
392
M&T Bank
New York
$155K
SG Americas Securities
393
SG Americas Securities
New York
$154K
DI
394
Diligent Investors
California
$152K
LPFG
395
Landing Point Financial Group
Ohio
$150K
JCFM
396
JBR Co Financial Management
Oklahoma
$149K
SWGC
397
Summit Wealth Group (Colorado)
Colorado
$148K
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$148K
SFA
399
Sequoia Financial Advisors
Ohio
$147K
S
400
SignatureFD
Georgia
$147K