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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
AWM
501
Activest Wealth Management
Florida
$16.3K
SIS
502
Sound Income Strategies
Florida
$16K +$150 +15 +0.9%
FCG
503
Financial Connections Group
California
$15K +$559 +56 +4%
HIA
504
Harbor Investment Advisory
Maryland
$15K
BC
505
Broadwater Capital
Massachusetts
$12.6K
TIM
506
Tortoise Investment Management
New York
$12K
CW
507
Cooksen Wealth
Texas
$11.8K +$11.9K +1,190 New
APW
508
Aventura Private Wealth
Florida
$11.6K
AF
509
Advisornet Financial
Minnesota
$9.79K -$50 -5 -0.5%
BIA
510
Bell Investment Advisors
California
$9.6K +$489 +49 +5%
PBK
511
Peoples Bank (Kansas)
Kansas
$9.58K
OIA
512
Optimum Investment Advisors
Illinois
$9.58K +$9.99K +1,000 New
DWM
513
Darwin Wealth Management
Florida
$9.48K
CA
514
Crewe Advisors
Utah
$9.46K -$2.86K -286 -22%
LC
515
Lindbrook Capital
California
$8.99K +$4.93K +494 +111%
FNWA
516
Financial Network Wealth Advisors
Utah
$8.66K
AEPWM
517
Atlantic Edge Private Wealth Management
Florida
$8.62K +$2K +200 +29%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$6.28K +$1.1K +110 +20%
CPG
519
Cornerstone Planning Group
New Jersey
$6K +$5.01K +502 +257%
WWM
520
Wolff Wiese Magana
California
$5.75K
GWP
521
Gen-Wealth Partners
Michigan
$5.7K
AssetMark Inc
522
AssetMark Inc
California
$5.62K +$3K +300 +105%
RTL
523
Red Tortoise LLC
Georgia
$5.55K +$5.78K +579 New
GGI
524
Godsey & Gibb Inc
Virginia
$5.17K
DMBA
525
Deseret Mutual Benefit Administrators
Utah
$5.01K

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.