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AGNC Investment

667 hedge funds and large institutions have $4.29B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 294 increasing their positions, 161 reducing their positions, and 70 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 ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $4.48B → $4.29B (-$192M)

25% less call options, than puts

Call options by funds: $189M | Put options by funds: $250M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
667
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$189M
Puts
$250M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Collaborative Wealth Management
Florida
$181K
FIA
427
Foundations Investment Advisors
Arizona
$181K
WCG
428
Weaver Consulting Group
California
$180K
ORC
429
O'Rourke & Company
Massachusetts
$179K
Wellington Management Group
430
Wellington Management Group
Massachusetts
$178K
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$178K
AWA
432
Acorn Wealth Advisors
Michigan
$177K
SC
433
Solstein Capital
California
$175K
PD
434
Planning Directions
Pennsylvania
$175K
LAM
435
Lifestyle Asset Management
Texas
$174K
CFD
436
Creative Financial Designs
Indiana
$174K
BBA
437
BLB&B Advisors
Pennsylvania
$174K
OL
438
one8zero8 LLC
North Carolina
$174K
E3F
439
Eight 31 Financial
Texas
$173K
MMA
440
Miracle Mile Advisors
California
$172K
WG
441
Winton Group
United Kingdom
$172K
VIP
442
Value Investment Professionals
New York
$171K
NWA
443
Navis Wealth Advisors
New York
$171K
BFIM
444
Beese Fulmer Investment Management
Ohio
$167K
FAFN
445
First Affirmative Financial Network
Colorado
$167K
TPCW
446
TD Private Client Wealth
New York
$166K
BCM
447
Bluefin Capital Management
New York
$163K
SL
448
Sentinus LLC
Illinois
$163K
EWA
449
EverSource Wealth Advisors
Alabama
$163K
TCM
450
Traynor Capital Management
Pennsylvania
$163K