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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
SC
501
Swan Capital
Florida
$24.5K
SAM
502
Smartleaf Asset Management
Massachusetts
$24.3K
Mitsubishi UFJ Asset Management
503
Mitsubishi UFJ Asset Management
Japan
$23.4K
GWP
504
Gen-Wealth Partners
Michigan
$23.1K
T
505
Transce3nd
Texas
$20.8K
FP
506
Financial Perspectives
Minnesota
$19.8K
AWM
507
Activest Wealth Management
Florida
$19.4K
SIS
508
Sound Income Strategies
Florida
$17.1K
MSFP
509
Mark Sheptoff Financial Planning
Connecticut
$16.9K
FCG
510
Financial Connections Group
California
$16K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$15.1K
TCOV
512
Trust Company of Vermont
Vermont
$13K
BC
513
Broadwater Capital
Massachusetts
$12.9K
KFPC
514
KERR FINANCIAL PLANNING Corp
California
$12.4K
TIM
515
Tortoise Investment Management
New York
$12.3K
ME
516
McIlrath & Eck
Washington
$12K
CA
517
Crewe Advisors
Utah
$11.8K
AEPWM
518
Atlantic Edge Private Wealth Management
Florida
$11.7K
SL
519
Salomon & Ludwin
Virginia
$11.6K
DWM
520
Darwin Wealth Management
Florida
$11.3K
CTB
521
Country Trust Bank
Illinois
$11.1K
CJ
522
Caitlin John
Michigan
$11K
FNWA
523
Financial Network Wealth Advisors
Utah
$10.8K
AssetMark Inc
524
AssetMark Inc
California
$10.2K
AF
525
Advisornet Financial
Minnesota
$9.98K