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AGNC Investment

554 hedge funds and large institutions have $3.73B invested in AGNC Investment in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 255 increasing their positions, 121 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+11
Holders Change %
+2.03%
% of All Funds
7.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
95
Increased
255
Reduced
121
Closed
72
Calls
$155M
Puts
$333M
Net Calls
-$178M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$124K +$124K +12,909 New
William Blair & Company
402
William Blair & Company
Illinois
$120K +$120K +12,488 New
WP
403
WealthPLAN Partners
Nebraska
$120K
BBA
404
Baader Bank Aktiengesellschaft
Germany
$120K +$120K +15,786 New
PWM
405
Perigon Wealth Management
California
$119K -$45.7K -4,769 -28%
VBCG
406
Valley Brook Capital Group
Pennsylvania
$119K +$119K +12,425 New
SIMG
407
Sonora Investment Management Group
Arizona
$119K -$35K -3,658 -23%
EWA
408
EverSource Wealth Advisors
Alabama
$118K +$23K +2,405 +24%
WAS
409
Winch Advisory Services
Wisconsin
$115K +$4.12K +430 +4%
BCM
410
BTC Capital Management
Iowa
$115K
CSA
411
Cornerstone Select Advisors
Missouri
$113K +$113K +11,776 New
GL
412
Graypoint LLC
New York
$113K -$3.11K -325 -3%
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$109K
C
414
Covestor
United Kingdom
$109K +$21.1K +2,203 +24%
Lido Advisors
415
Lido Advisors
California
$108K -$97.9K -10,095 -48%
CCA
416
Cora Capital Advisors
New Jersey
$107K +$107K +11,200 New
ACM
417
Anfield Capital Management
California
$107K
KA
418
KDT Advisors
New York
$105K
Focus Partners Wealth
419
Focus Partners Wealth
Massachusetts
$105K -$276K -28,859 -72%
PCM
420
Permanent Capital Management
Illinois
$105K +$105K +10,800 New
MAS
421
Meeder Advisory Services
Ohio
$104K +$104K +10,885 New
OC
422
Oarsman Capital
Wisconsin
$104K
CLA
423
Carnegie Lake Advisors
New Jersey
$103K +$103K +10,790 New
WIM
424
WealthPlan Investment Management
Nebraska
$101K +$101K +10,583 New
OL
425
one8zero8 LLC
North Carolina
$101K