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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
WFA
426
WMG Financial Advisors
Tennessee
$121K
PD
427
Planning Directions
Pennsylvania
$120K
BFA
428
Beacon Financial Advisory
Ohio
$118K
BCM
429
BTC Capital Management
Iowa
$117K
EWM
430
Empirical Wealth Management
Washington
$117K
TSS
431
Two Sigma Securities
New York
$117K
CA
432
CWC Advisors
Oregon
$115K
PWM
433
Perigon Wealth Management
California
$115K
GSIAS
434
Garden State Investment Advisory Services
New Jersey
$113K
BNP Paribas Asset Management
435
BNP Paribas Asset Management
France
$113K
OL
436
one8zero8 LLC
North Carolina
$113K
BFWM
437
Bright Futures Wealth Management
New York
$111K
LCM
438
Liberty Capital Management
Michigan
$111K
PG
439
Proffitt & Goodson
Tennessee
$110K
DB
440
Danske Bank
Denmark
$110K
ACM
441
Anfield Capital Management
California
$109K
SLFPAM
442
St. Louis Financial Planners Asset Management
Missouri
$109K
MA
443
Montag & Associates
Georgia
$108K
IA
444
Inspire Advisors
Idaho
$107K
PCM
445
Permanent Capital Management
Illinois
$107K
AC
446
Avory & Company
Florida
$107K
CFP
447
Curran Financial Partners
South Carolina
$106K
KFGK
448
Keystone Financial Group (Kentucky)
Kentucky
$105K
BRWA
449
B. Riley Wealth Advisors
Florida
$105K
WIM
450
WealthPlan Investment Management
Nebraska
$104K