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AGNC Investment

560 hedge funds and large institutions have $3.93B invested in AGNC Investment in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 270 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)

0.67% less ownership

Funds ownership: 42.51%41.84% (-0.67%)

52% less call options, than puts

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

Holders
560
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
EWA
401
EverSource Wealth Advisors
Alabama
$131K
CW
402
CreativeOne Wealth
Kansas
$130K
PAS
403
Park Avenue Securities
New York
$127K
FMTC
404
Farmers & Merchants Trust Company
California
$127K
TPCW
405
TD Private Client Wealth
New York
$127K
LFAS
406
Level Four Advisory Services
Texas
$124K
MF
407
Manchester Financial
California
$122K
HT
408
Headlands Technologies
Illinois
$121K
SEIA
409
Signature Estate & Investment Advisors
California
$119K
HCM
410
Hilton Capital Management
New York
$119K
SG
411
StoneX Group
New York
$118K
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$117K
MAS
413
Meeder Advisory Services
Ohio
$115K
WAS
414
Winch Advisory Services
Wisconsin
$115K
WP
415
WealthPLAN Partners
Nebraska
$115K
VBCG
416
Valley Brook Capital Group
Pennsylvania
$114K
S
417
SignatureFD
Georgia
$114K
SIMG
418
Sonora Investment Management Group
Arizona
$114K
BCM
419
BTC Capital Management
Iowa
$110K
GSIAS
420
Garden State Investment Advisory Services
New Jersey
$110K
BFA
421
Beacon Financial Advisory
Ohio
$110K
WFA
422
WMG Financial Advisors
Tennessee
$109K
BWM
423
BCO Wealth Management
New Mexico
$108K
CA
424
CWC Advisors
Oregon
$108K
Allianz Asset Management
425
Allianz Asset Management
Germany
$107K