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AGNC Investment

598 hedge funds and large institutions have $3.78B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 284 increasing their positions, 125 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 125

72% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 57

6% more funds holding

Funds holding: 566598 (+32)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $3.96B → $3.78B (-$180M)

5.01% less ownership

Funds ownership: 42.01%37.01% (-5%)

24% less call options, than puts

Call options by funds: $169M | Put options by funds: $222M

Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
284
Reduced
125
Closed
57
Calls
$169M
Puts
$222M
Net Calls
-$52.8M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
451
Liberty Capital Management
Michigan
$111K
PG
452
Proffitt & Goodson
Tennessee
$110K +$8.31K +857 +8%
DB
453
Danske Bank
Denmark
$110K -$8.76K -904 -7%
ACM
454
Anfield Capital Management
California
$109K
SLFPAM
455
St. Louis Financial Planners Asset Management
Missouri
$109K +$108K +11,132 New
MA
456
Montag & Associates
Georgia
$108K
IA
457
Inspire Advisors
Idaho
$107K +$106K +10,965 New
PCM
458
Permanent Capital Management
Illinois
$107K +$105K +10,800 New
AC
459
Avory & Company
Florida
$107K +$106K +10,929 New
CFP
460
Curran Financial Partners
South Carolina
$106K +$105K +10,835 New
KFGK
461
Keystone Financial Group (Kentucky)
Kentucky
$105K +$104K +10,745 New
BRWA
462
B. Riley Wealth Advisors
Florida
$105K -$125K -12,936 -55%
WIM
463
WealthPlan Investment Management
Nebraska
$104K
CCA
464
Cora Capital Advisors
New Jersey
$104K -$6.06K -625 -6%
SCM
465
Sage Capital Management
New Jersey
$103K +$102K +10,500 New
Fisher Asset Management
466
Fisher Asset Management
Washington
$101K -$102K -10,513 -51%
Lido Advisors
467
Lido Advisors
California
$101K -$1.52K -157 -2%
EL
468
Essex LLC
Illinois
$99.9K
SCA
469
Snowden Capital Advisors
New York
$99.4K +$97.2K +10,029 New
OAS
470
Optivise Advisory Services
Tennessee
$99.3K +$98.3K +10,141 New
PFBT
471
Parkside Financial Bank & Trust
Missouri
$98.9K +$84.4K +8,710 +625%
DWP
472
Daymark Wealth Partners
Ohio
$98.7K
AIP
473
Almanack Investment Partners
Pennsylvania
$97.9K +$97K +10,003 New
ISWM
474
Independent Solutions Wealth Management
New York
$97.9K +$96.9K +10,000 New
QHA
475
Quarry Hill Advisors
Minnesota
$97.9K +$96.9K +10,000 New

AGNC Hedge Fund Activity: Q3 2025 in Review

598 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2025, worth a combined $3.78B — down 4.5% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AGNC positions and 57 closed out — a net gain of 41 holders — while 284 added to existing stakes and 125 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $57M. The largest seller was Fidelity Investments, cutting an estimated $177M.

  • 598 institutional investors held AGNC Investment (AGNC) as of Q3 2025, up from 566 in Q2 2025.
  • Funds reported $3.78B of AGNC Investment stock for Q3 2025, down 4.5% quarter-over-quarter.
  • 98 funds opened new AGNC Investment positions in Q3 2025 and 57 closed out, a net change of +41 holders.
  • The largest AGNC Investment buyer in Q3 2025 was Renaissance Technologies, an estimated $57M added.
  • The largest AGNC Investment seller in Q3 2025 was Fidelity Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2025.