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AGNC Investment

594 hedge funds and large institutions have $3.76B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 283 increasing their positions, 125 reducing their positions, and 56 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:

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $3.94B → $3.76B (-$181M)

5.01% less ownership

Funds ownership: 41.85%36.84% (-5%)

24% less call options, than puts

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

Holders
594
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
$169M
Puts
$222M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
451
Danske Bank
Denmark
$110K
ACM
452
Anfield Capital Management
California
$109K
SLFPAM
453
St. Louis Financial Planners Asset Management
Missouri
$109K
MA
454
Montag & Associates
Georgia
$108K
IA
455
Inspire Advisors
Idaho
$107K
PCM
456
Permanent Capital Management
Illinois
$107K
AC
457
Avory & Company
Florida
$107K
CFP
458
Curran Financial Partners
South Carolina
$106K
KFGK
459
Keystone Financial Group (Kentucky)
Kentucky
$105K
BRWA
460
B. Riley Wealth Advisors
Florida
$105K
WIM
461
WealthPlan Investment Management
Nebraska
$104K
CCA
462
Cora Capital Advisors
New Jersey
$104K
SCM
463
Sage Capital Management
New Jersey
$103K
Fisher Asset Management
464
Fisher Asset Management
Washington
$101K
Lido Advisors
465
Lido Advisors
California
$101K
EL
466
Essex LLC
Illinois
$99.9K
SCA
467
Snowden Capital Advisors
New York
$99.4K
OAS
468
Optivise Advisory Services
Tennessee
$99.3K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$98.9K
DWP
470
Daymark Wealth Partners
Ohio
$98.7K
AIP
471
Almanack Investment Partners
Pennsylvania
$97.9K
ISWM
472
Independent Solutions Wealth Management
New York
$97.9K
QHA
473
Quarry Hill Advisors
Minnesota
$97.9K
CA
474
CoreCap Advisors
Michigan
$88.5K
HFS
475
Hantz Financial Services
Michigan
$85K