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AGNC Investment

567 hedge funds and large institutions have $3.96B invested in AGNC Investment in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 139 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 139

13% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 75

3% more capital invested

Capital invested by funds: $3.85B → $3.96B (+$109M)

1% more funds holding

Funds holding: 564567 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.85% less ownership

Funds ownership: 43.86%42.01% (-1.8%)

52% less call options, than puts

Call options by funds: $157M | Put options by funds: $325M

Holders
567
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
85
Increased
275
Reduced
139
Closed
75
Calls
$157M
Puts
$325M
Net Calls
-$168M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
376
Navis Wealth Advisors
New York
$156K
CAS
377
CTC Alternative Strategies
Illinois
$153K +$149K +16,600 New
AWM
378
AE Wealth Management
Kansas
$152K +$56.6K +6,326 +62%
TPW
379
Talon Private Wealth
Florida
$152K +$22.4K +2,500 +18%
VCWA
380
Vanguard Capital Wealth Advisors
Colorado
$152K +$31.3K +3,500 +27%
MMA
381
Miracle Mile Advisors
California
$149K +$11.7K +1,306 +9%
NS
382
NBC Securities
Alabama
$149K +$66.9K +7,475 +85%
NWWA
383
New Wave Wealth Advisors
Arkansas
$149K +$4.45K +497 +3%
MWM
384
Mission Wealth Management
California
$148K +$304 +34 +0.2%
GWANC
385
Guardian Wealth Advisors (North Carolina)
North Carolina
$148K -$41.3K -4,618 -22%
HVIA
386
Hudson Valley Investment Advisors
New York
$147K
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$146K -$53.7K -5,997 -27%
BJL
388
Brighton Jones LLC
Washington
$145K +$9.52K +1,064 +7%
MIM
389
MetLife Investment Management
New Jersey
$145K +$2.1K +235 +2%
WA
390
Waverly Advisors
Alabama
$144K +$4.46K +499 +3%
MI
391
Motiv8 Investments
Florida
$144K +$2.23K +249 +2%
E3F
392
Eight 31 Financial
Texas
$143K +$140K +15,608 New
ORC
393
O'Rourke & Company
Massachusetts
$143K +$1.9K +212 +1%
JCFM
394
JBR Co Financial Management
Oklahoma
$140K
LAM
395
Lifestyle Asset Management
Texas
$139K -$31.3K -3,501 -19%
HWM
396
HB Wealth Management
Georgia
$139K -$1.95K -218 -1%
RL
397
Rogco LP
Oklahoma
$138K
SH
398
SLT Holdings
Arizona
$138K +$44.7K +5,000 +50%
BBA
399
BLB&B Advisors
Pennsylvania
$136K -$17.9K -2,000 -12%
MFG
400
Merit Financial Group
Georgia
$136K +$132K +14,804 New

AGNC Hedge Fund Activity: Q2 2025 in Review

567 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q2 2025, worth a combined $3.96B — up 2.8% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AGNC positions and 75 closed out — a net gain of 10 holders — while 275 added to existing stakes and 139 trimmed.

The largest buyer was UBS Group, adding an estimated $104M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $163M sold.

  • 567 institutional investors held AGNC Investment (AGNC) as of Q2 2025, up from 564 in Q1 2025.
  • Funds reported $3.96B of AGNC Investment stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 85 funds opened new AGNC Investment positions in Q2 2025 and 75 closed out, a net change of +10 holders.
  • The largest AGNC Investment buyer in Q2 2025 was UBS Group, an estimated $104M added.
  • The largest AGNC Investment seller in Q2 2025 was Vaughan Nelson Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2025.