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AGNC Investment

556 hedge funds and large institutions have $3.92B invested in AGNC Investment in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 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)

0.72% less ownership

Funds ownership: 42.51%41.79% (-0.72%)

52% less call options, than puts

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

Holders
556
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
FMTC
401
Farmers & Merchants Trust Company
California
$127K
TPCW
402
TD Private Client Wealth
New York
$127K
LFAS
403
Level Four Advisory Services
Texas
$124K
MF
404
Manchester Financial
California
$122K
HT
405
Headlands Technologies
Illinois
$121K
SEIA
406
Signature Estate & Investment Advisors
California
$119K
HCM
407
Hilton Capital Management
New York
$119K
SG
408
StoneX Group
New York
$118K
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$117K
MAS
410
Meeder Advisory Services
Ohio
$115K
WAS
411
Winch Advisory Services
Wisconsin
$115K
WP
412
WealthPLAN Partners
Nebraska
$115K
VBCG
413
Valley Brook Capital Group
Pennsylvania
$114K
S
414
SignatureFD
Georgia
$114K
SIMG
415
Sonora Investment Management Group
Arizona
$114K
BCM
416
BTC Capital Management
Iowa
$110K
GSIAS
417
Garden State Investment Advisory Services
New Jersey
$110K
BFA
418
Beacon Financial Advisory
Ohio
$110K
WFA
419
WMG Financial Advisors
Tennessee
$109K
BWM
420
BCO Wealth Management
New Mexico
$108K
CA
421
CWC Advisors
Oregon
$108K
Allianz Asset Management
422
Allianz Asset Management
Germany
$107K
GWM
423
Greenwich Wealth Management
Connecticut
$107K
NAAA
424
New Age Alpha Advisors
New York
$107K
IC
425
IEQ Capital
California
$105K