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AGNC Investment

672 hedge funds and large institutions have $4.3B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 298 increasing their positions, 163 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 → $4.3B (-$184M)

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
672
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
CS
501
Capital Square
Tennessee
$119K
BFWM
502
Bright Futures Wealth Management
New York
$118K
WIM
503
WealthPlan Investment Management
Nebraska
$117K
AC
504
Avory & Company
Florida
$117K
PNFS
505
PW Nova Financial Services
Pennsylvania
$116K
TPW
506
Talon Private Wealth
Florida
$115K
JIP
507
Jaffetilchin Investment Partners
Florida
$115K
M
508
MATAURO
New York
$114K
LFAS
509
Level Four Advisory Services
Texas
$114K
RCA
510
Ranch Capital Advisors
Florida
$113K
ACM
511
Anfield Capital Management
California
$112K
EFS
512
Essex Financial Services
Connecticut
$112K
PG
513
Proffitt & Goodson
Tennessee
$110K
QHA
514
Quarry Hill Advisors
Minnesota
$109K
OL
515
Optas LLC
Texas
$107K
CCA
516
Cora Capital Advisors
New Jersey
$106K
PPW
517
Pasadena Private Wealth
California
$106K
BFA
518
Beacon Financial Advisory
Ohio
$106K
RCA
519
Resonant Capital Advisors
Wisconsin
$106K
MWA
520
MN Wealth Advisors
Kansas
$105K
HNB
521
Huntington National Bank
Ohio
$104K
SC
522
Savant Capital
Illinois
$104K
SCA
523
Snowden Capital Advisors
New York
$102K
WG
524
Welch Group
Alabama
$101K
BRWA
525
B. Riley Wealth Advisors
Florida
$101K