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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
RL
401
Rogco LP
Oklahoma
$147K
BWM
402
BCO Wealth Management
New Mexico
$146K
GS
403
GTS Securities
New York
$146K
SEIA
404
Signature Estate & Investment Advisors
California
$146K
BBA
405
BLB&B Advisors
Pennsylvania
$145K
KWA
406
Kingswood Wealth Advisors
California
$145K
NAS
407
Nicolet Advisory Services
Wisconsin
$143K
KCFA
408
Key Client Fiduciary Advisors
New Jersey
$143K
OC
409
Oarsman Capital
Wisconsin
$141K
PA
410
PFG Advisors
Arizona
$140K
HH
411
Hilltop Holdings
Texas
$139K
VWA
412
Visionary Wealth Advisors
Illinois
$139K
PAS
413
Park Avenue Securities
New York
$139K
EWA
414
EverSource Wealth Advisors
Alabama
$135K
FMTC
415
Farmers & Merchants Trust Company
California
$135K
LFAS
416
Level Four Advisory Services
Texas
$134K
AWA
417
Acorn Wealth Advisors
Michigan
$133K
FFA
418
Farther Finance Advisors
California
$131K
MAS
419
Meeder Advisory Services
Ohio
$131K
HCM
420
Hilton Capital Management
New York
$127K
Holocene Advisors
421
Holocene Advisors
New York
$127K
WP
422
WealthPLAN Partners
Nebraska
$122K
C
423
Covestor
United Kingdom
$122K
VBCG
424
Valley Brook Capital Group
Pennsylvania
$122K
FC
425
FORA Capital
Florida
$121K