AGNC icon

AGNC Investment

588 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, 282 increasing their positions, 123 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:

4% less capital invested

Capital invested by funds: $3.93B → $3.76B (-$171M)

5.02% less ownership

Funds ownership: 41.85%36.83% (-5%)

24% less call options, than puts

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

Holders
588
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
MA
451
Montag & Associates
Georgia
$108K
IA
452
Inspire Advisors
Idaho
$107K
PCM
453
Permanent Capital Management
Illinois
$107K
AC
454
Avory & Company
Florida
$107K
CFP
455
Curran Financial Partners
South Carolina
$106K
KFGK
456
Keystone Financial Group (Kentucky)
Kentucky
$105K
BRWA
457
B. Riley Wealth Advisors
Florida
$105K
WIM
458
WealthPlan Investment Management
Nebraska
$104K
CCA
459
Cora Capital Advisors
New Jersey
$104K
SCM
460
Sage Capital Management
New Jersey
$103K
Fisher Asset Management
461
Fisher Asset Management
Washington
$101K
Lido Advisors
462
Lido Advisors
California
$101K
EL
463
Essex LLC
Illinois
$99.9K
SCA
464
Snowden Capital Advisors
New York
$99.4K
OAS
465
Optivise Advisory Services
Tennessee
$99.3K
PFBT
466
Parkside Financial Bank & Trust
Missouri
$98.9K
DWP
467
Daymark Wealth Partners
Ohio
$98.7K
AIP
468
Almanack Investment Partners
Pennsylvania
$97.9K
ISWM
469
Independent Solutions Wealth Management
New York
$97.9K
QHA
470
Quarry Hill Advisors
Minnesota
$97.9K
CA
471
CoreCap Advisors
Michigan
$88.5K
HFS
472
Hantz Financial Services
Michigan
$85K
Walleye Trading
473
Walleye Trading
New York
$84.4K
Nomura Asset Management
474
Nomura Asset Management
Japan
$79.3K
HBW
475
Hazlett, Burt & Watson
West Virginia
$78K