AGNC icon

AGNC Investment

667 hedge funds and large institutions have $4.29B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 294 increasing their positions, 161 reducing their positions, and 70 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 ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $4.48B → $4.29B (-$192M)

25% less call options, than puts

Call options by funds: $189M | Put options by funds: $250M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
667
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$189M
Puts
$250M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
476
Concurrent Investment Advisors
Florida
$134K
AWM
477
Avior Wealth Management
Nebraska
$134K
Verition Fund Management
478
Verition Fund Management
Connecticut
$133K
PWM
479
Perigon Wealth Management
California
$133K
BWM
480
BCO Wealth Management
New Mexico
$133K
BWM
481
Baron Wealth Management
Michigan
$131K
GSIAS
482
Garden State Investment Advisory Services
New Jersey
$131K
WFA
483
WMG Financial Advisors
Tennessee
$131K
FMTC
484
Farmers & Merchants Trust Company
California
$130K
CCM
485
Coldstream Capital Management
Washington
$129K
WP
486
WealthPLAN Partners
Nebraska
$128K
GWM
487
Gibbs Wealth Management
Georgia
$128K
EWA
488
EP Wealth Advisors
California
$126K
NAS
489
NWF Advisory Services
California
$125K
PCM
490
Permanent Capital Management
Illinois
$125K
VDC
491
Van Diest Capital
Iowa
$121K
LW
492
Linscomb Wealth
Texas
$121K
BCM
493
BTC Capital Management
Iowa
$120K
AG
494
Ascent Group
Virginia
$119K
CW
495
CreativeOne Wealth
Kansas
$119K
CS
496
Capital Square
Tennessee
$119K
BFWM
497
Bright Futures Wealth Management
New York
$118K
WIM
498
WealthPlan Investment Management
Nebraska
$117K
AC
499
Avory & Company
Florida
$117K
PNFS
500
PW Nova Financial Services
Pennsylvania
$116K