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AGNC Investment

556 hedge funds and large institutions have $3.92B invested in AGNC Investment in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 138 reducing their positions, and 75 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.72% less ownership

Funds ownership: 42.51%41.79% (-0.72%)

52% less call options, than puts

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

Holders
556
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
$157M
Puts
$325M
Net Calls
Net Calls Change

Top Buyers

1 +$107M
2 +$83.4M
3 +$80.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.2M
5
BlackRock
BlackRock
New York
+$33.5M

Top Sellers

1 -$163M
2 -$41.4M
3 -$29.4M
4
OAM
Ostrum Asset Management
France
-$16.3M
5
RL
Ruffer LLP
United Kingdom
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
376
New Wave Wealth Advisors
Arkansas
$149K
MWM
377
Mission Wealth Management
California
$148K
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$148K
HVIA
379
Hudson Valley Investment Advisors
New York
$147K
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$146K
BJL
381
Brighton Jones LLC
Washington
$145K
MIM
382
MetLife Investment Management
New Jersey
$145K
WA
383
Waverly Advisors
Alabama
$144K
MI
384
Motiv8 Investments
Florida
$144K
E3F
385
Eight 31 Financial
Texas
$143K
ORC
386
O'Rourke & Company
Massachusetts
$143K
JCFM
387
JBR Co Financial Management
Oklahoma
$140K
LAM
388
Lifestyle Asset Management
Texas
$139K
HWM
389
HB Wealth Management
Georgia
$139K
RL
390
Rogco LP
Oklahoma
$138K
SH
391
SLT Holdings
Arizona
$138K
BBA
392
BLB&B Advisors
Pennsylvania
$136K
MFG
393
Merit Financial Group
Georgia
$136K
PNC Financial Services Group
394
PNC Financial Services Group
Pennsylvania
$135K
KWM
395
Kingsview Wealth Management
Oregon
$134K
William Blair & Company
396
William Blair & Company
Illinois
$133K
OC
397
Oarsman Capital
Wisconsin
$132K
EWA
398
EverSource Wealth Advisors
Alabama
$131K
CW
399
CreativeOne Wealth
Kansas
$130K
PAS
400
Park Avenue Securities
New York
$127K