We are live on ! Find out more
AGNC icon

AGNC Investment

563 hedge funds and large institutions have $3.85B invested in AGNC Investment in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 260 increasing their positions, 122 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 122

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

19% more capital invested

Capital invested by funds: $3.23B → $3.85B (+$612M)

4.24% more ownership

Funds ownership: 39.62%43.86% (+4.2%)

2% more funds holding

Funds holding: 550563 (+13)

54% less call options, than puts

Call options by funds: $155M | Put options by funds: $333M

Holders
563
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
7.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
94
Increased
260
Reduced
122
Closed
71
Calls
$155M
Puts
$333M
Net Calls
-$178M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
A
476
AlphaQuest
New York
$33.5K +$35K +3,501 New
SIC
477
Salem Investment Counselors
North Carolina
$33.3K +$2.81K +281 +9%
CIA
478
Cape Investment Advisory
Georgia
$33.3K
PA
479
PSI Advisors
Florida
$32.6K +$9.99K +1,000 +42%
LFG
480
Larson Financial Group
Missouri
$31.5K +$25.2K +2,519 +326%
SAM
481
Smartleaf Asset Management
Massachusetts
$29.6K -$4.46K -447 -13%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$29.2K +$499 +50 +2%
NEWAS
483
N.E.W. Advisory Services
Wisconsin
$27.8K +$29K +2,900 New
GI
484
GAMMA Investing
California
$27.7K +$9.35K +936 +48%
FDW
485
Fourth Dimension Wealth
Ohio
$26.8K
MIA
486
MeadowBrook Investment Advisors
Michigan
$26K +$1.7K +170 +20%
TH
487
TCTC Holdings
Texas
$26K
SC
488
Swan Capital
Florida
$23.9K
RTC
489
Riverview Trust Company
Washington
$23.2K
Mitsubishi UFJ Asset Management
490
Mitsubishi UFJ Asset Management
Japan
$22.9K
FFA
491
Farther Finance Advisors
California
$21.3K -$5.88K -589 -21%
QCG
492
Quadrant Capital Group
Ohio
$20.5K +$2.1K +210 +11%
Twin Tree Management
493
Twin Tree Management
Texas
$20.2K +$21.1K +2,112 New
National Bank of Canada
494
National Bank of Canada
Quebec, Canada
$20.1K -$13.6K -1,358 -39%
BWL
495
Bogart Wealth LLC
Virginia
$19.6K +$12K +1,200 +141%
FP
496
Financial Perspectives
Minnesota
$19.4K
TWC
497
TD Waterhouse Canada
Ontario, Canada
$18.7K +$11.3K +1,130 +134%
FPF
498
First Pacific Financial
Washington
$17.1K +$17.9K +1,789 New
VCM
499
Versant Capital Management
Arizona
$16.7K +$3.9K +390 +29%
MSFP
500
Mark Sheptoff Financial Planning
Connecticut
$16.6K

AGNC Hedge Fund Activity: Q1 2025 in Review

563 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2025, worth a combined $3.85B — up 19% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AGNC positions and 71 closed out — a net gain of 23 holders — while 260 added to existing stakes and 122 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Ruffer LLP, cutting an estimated $47.1M.

  • 563 institutional investors held AGNC Investment (AGNC) as of Q1 2025, up from 550 in Q4 2024.
  • Funds reported $3.85B of AGNC Investment stock for Q1 2025, up 19% quarter-over-quarter.
  • 94 funds opened new AGNC Investment positions in Q1 2025 and 71 closed out, a net change of +23 holders.
  • The largest AGNC Investment buyer in Q1 2025 was Fidelity Investments, an estimated $105M added.
  • The largest AGNC Investment seller in Q1 2025 was Ruffer LLP, an estimated $47.1M sold.

Based on aggregated 13F filings for Q1 2025.