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AGNC Investment

578 hedge funds and large institutions have $3.75B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 276 increasing their positions, 120 reducing their positions, and 53 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 capital invested

Capital invested by funds: $ → $

5.1% less ownership

Funds ownership: 41.83%36.73% (-5.1%)

24% less call options, than puts

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

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
CPG
476
Cornerstone Planning Group
New Jersey
$58.1K
CAL
477
Capital Analysts LLC
Pennsylvania
$54K
TFA
478
Transamerica Financial Advisors
Florida
$53.9K
LI
479
LRI Investments
Florida
$53.8K
VWA
480
VSM Wealth Advisory
Maryland
$52.6K
NFSG
481
Newbridge Financial Services Group
Florida
$51.4K
GI
482
GAMMA Investing
California
$51.3K
QL
483
Quarry LP
New York
$51K
GWSG
484
GPS Wealth Strategies Group
Colorado
$50.1K
WPA
485
Wealth Preservation Advisors
Tennessee
$49K
FDW
486
Fourth Dimension Wealth
Ohio
$49K
NWM
487
Nova Wealth Management
Florida
$45.7K
HNB
488
Huntington National Bank
Ohio
$40.7K
BWL
489
Bogart Wealth LLC
Virginia
$36.2K
FLP
490
Financial Life Planners
Arizona
$33.8K
W
491
WealthCollab
Washington
$33.1K
National Bank of Canada
492
National Bank of Canada
Quebec, Canada
$33K
SWM
493
Spire Wealth Management
Virginia
$32K
SIC
494
Salem Investment Counselors
North Carolina
$31.3K
OWP
495
ORG Wealth Partners
Texas
$30.6K
AUB
496
Atlantic Union Bankshares
Virginia
$28.9K
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$27.3K
TH
498
TCTC Holdings
Texas
$26.6K
AAP
499
Arax Advisory Partners
Colorado
$26K
NEWAS
500
N.E.W. Advisory Services
Wisconsin
$24.5K