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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
CSP
376
Cary Street Partners
Virginia
$178K
CFD
377
Creative Financial Designs
Indiana
$177K
CWM
378
Collaborative Wealth Management
Florida
$177K
LAM
379
Lifestyle Asset Management
Texas
$177K
VCWA
380
Vanguard Capital Wealth Advisors
Colorado
$176K
Simplex Trading
381
Simplex Trading
Illinois
$175K
MMA
382
Miracle Mile Advisors
California
$174K
PTC
383
Private Trust Company
Ohio
$173K
MI
384
Motiv8 Investments
Florida
$172K
ACM
385
AlphaStar Capital Management
North Carolina
$170K
MIM
386
MetLife Investment Management
New Jersey
$170K
AWM
387
AE Wealth Management
Kansas
$168K
TIAA Trust, National Association
388
TIAA Trust, National Association
North Carolina
$167K
NS
389
NBC Securities
Alabama
$167K
TCM
390
Traynor Capital Management
Pennsylvania
$167K
NWA
391
Navis Wealth Advisors
New York
$166K
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$163K
TRCT
393
Tower Research Capital (TRC)
New York
$160K
BJL
394
Brighton Jones LLC
Washington
$159K
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$158K
MWM
396
Mission Wealth Management
California
$158K
E3F
397
Eight 31 Financial
Texas
$158K
GWANC
398
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K
HVIA
399
Hudson Valley Investment Advisors
New York
$157K
ORC
400
O'Rourke & Company
Massachusetts
$157K