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AGNC Investment

594 hedge funds and large institutions have $3.76B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 283 increasing their positions, 125 reducing their positions, and 56 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:

more funds holding in top 10

Funds holding in top 10:

5% less capital invested

Capital invested by funds: $3.94B → $3.76B (-$181M)

5.01% less ownership

Funds ownership: 41.85%36.84% (-5%)

24% less call options, than puts

Call options by funds: $169M | Put options by funds: $222M

Holders
594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
BWL
501
Bogart Wealth LLC
Virginia
$36.2K
FLP
502
Financial Life Planners
Arizona
$33.8K
W
503
WealthCollab
Washington
$33.1K
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$33K
SWM
505
Spire Wealth Management
Virginia
$32K
SIC
506
Salem Investment Counselors
North Carolina
$31.3K
OWP
507
ORG Wealth Partners
Texas
$30.6K
AUB
508
Atlantic Union Bankshares
Virginia
$28.9K
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$27.3K
TH
510
TCTC Holdings
Texas
$26.6K
AAP
511
Arax Advisory Partners
Colorado
$26K
NEWAS
512
N.E.W. Advisory Services
Wisconsin
$24.5K
SC
513
Swan Capital
Florida
$24.5K
SAM
514
Smartleaf Asset Management
Massachusetts
$24.3K
Mitsubishi UFJ Asset Management
515
Mitsubishi UFJ Asset Management
Japan
$23.4K
GWP
516
Gen-Wealth Partners
Michigan
$23.1K
T
517
Transce3nd
Texas
$20.8K
FP
518
Financial Perspectives
Minnesota
$19.8K
AWM
519
Activest Wealth Management
Florida
$19.4K
SIS
520
Sound Income Strategies
Florida
$17.1K
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$16.9K
FCG
522
Financial Connections Group
California
$16K
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$15.1K
APW
524
Aventura Private Wealth
Florida
$14.7K
TCOV
525
Trust Company of Vermont
Vermont
$13K