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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
LAM
376
Lifestyle Asset Management
Texas
$177K
VCWA
377
Vanguard Capital Wealth Advisors
Colorado
$176K
Simplex Trading
378
Simplex Trading
Illinois
$175K
MMA
379
Miracle Mile Advisors
California
$174K
PTC
380
Private Trust Company
Ohio
$173K
MI
381
Motiv8 Investments
Florida
$172K
ACM
382
AlphaStar Capital Management
North Carolina
$170K
MIM
383
MetLife Investment Management
New Jersey
$170K
AWM
384
AE Wealth Management
Kansas
$168K
TIAA Trust, National Association
385
TIAA Trust, National Association
North Carolina
$167K
NS
386
NBC Securities
Alabama
$167K
TCM
387
Traynor Capital Management
Pennsylvania
$167K
NWA
388
Navis Wealth Advisors
New York
$166K
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$163K
TRCT
390
Tower Research Capital (TRC)
New York
$160K
BJL
391
Brighton Jones LLC
Washington
$159K
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$158K
MWM
393
Mission Wealth Management
California
$158K
E3F
394
Eight 31 Financial
Texas
$158K
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K
HVIA
396
Hudson Valley Investment Advisors
New York
$157K
ORC
397
O'Rourke & Company
Massachusetts
$157K
TPCW
398
TD Private Client Wealth
New York
$156K
OCPWS
399
One Charles Private Wealth Services
Massachusetts
$156K
M&T Bank
400
M&T Bank
New York
$155K