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AGNC Investment

634 hedge funds and large institutions have $4.45B invested in AGNC Investment in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 274 increasing their positions, 154 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.88% more ownership

Funds ownership: 36.84%38.72% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

30% less call options, than puts

Call options by funds: $143M | Put options by funds: $202M

Holders
634
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
$143M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
426
Fisher Asset Management
Washington
$151K
AWMI
427
Aegis Wealth Management (Iowa)
Iowa
$149K
UCFA
428
United Capital Financial Advisors
Texas
$148K
FMTC
429
Farmers & Merchants Trust Company
California
$148K
EWA
430
EverSource Wealth Advisors
Alabama
$147K
FGA
431
Fortis Group Advisors
New Jersey
$146K
LFAS
432
Level Four Advisory Services
Texas
$145K
OC
433
Oarsman Capital
Wisconsin
$145K
PFBT
434
Parkside Financial Bank & Trust
Missouri
$145K
PWM
435
Perigon Wealth Management
California
$141K
DB
436
Danske Bank
Denmark
$140K
HCM
437
Hilton Capital Management
New York
$139K
LNWTC
438
Laird Norton Wetherby Trust Company
Washington
$138K
BWM
439
BCO Wealth Management
New Mexico
$138K
HH
440
Hilltop Holdings
Texas
$138K
WFA
441
WMG Financial Advisors
Tennessee
$137K
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$136K
GSIAS
443
Garden State Investment Advisory Services
New Jersey
$136K
BWM
444
Baron Wealth Management
Michigan
$135K
PD
445
Planning Directions
Pennsylvania
$134K
VBCG
446
Valley Brook Capital Group
Pennsylvania
$133K
DCM
447
DGS Capital Management
New Jersey
$129K
WP
448
WealthPLAN Partners
Nebraska
$129K
BCM
449
BTC Capital Management
Iowa
$129K
PIWA
450
Prevail Innovative Wealth Advisors
Kansas
$127K