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AGNC Investment

598 hedge funds and large institutions have $3.78B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 284 increasing their positions, 125 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 125

72% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 57

6% more funds holding

Funds holding: 566598 (+32)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $3.96B → $3.78B (-$180M)

5.01% less ownership

Funds ownership: 42.01%37.01% (-5%)

24% less call options, than puts

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

Holders
598
Holders Change
+32
Holders Change %
+5.65%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
284
Reduced
125
Closed
57
Calls
$169M
Puts
$222M
Net Calls
-$52.8M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$40.7K -$7.42K -766 -16%
WOSD
502
WFA of San Diego
California
$39.2K
BWL
503
Bogart Wealth LLC
Virginia
$36.2K +$504 +52 +1%
FLP
504
Financial Life Planners
Arizona
$33.8K +$33.5K +3,457 New
W
505
WealthCollab
Washington
$33.1K +$32.8K +3,380 New
National Bank of Canada
506
National Bank of Canada
Quebec, Canada
$33K +$16.4K +1,690 +101%
SWM
507
Spire Wealth Management
Virginia
$32K -$7.63K -787 -19%
SIC
508
Salem Investment Counselors
North Carolina
$31.3K -$5.82K -600 -16%
OWP
509
ORG Wealth Partners
Texas
$30.6K -$1.31M -135,000 -98%
AUB
510
Atlantic Union Bankshares
Virginia
$28.9K +$28.6K +2,955 New
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$27.3K +$7.03K +725 +35%
TH
512
TCTC Holdings
Texas
$26.6K
AAP
513
Arax Advisory Partners
Colorado
$26K +$24.4K +2,512 +1,757%
NEWAS
514
N.E.W. Advisory Services
Wisconsin
$24.5K -$4.85K -500 -17%
SC
515
Swan Capital
Florida
$24.5K
SAM
516
Smartleaf Asset Management
Massachusetts
$24.3K +$12.3K +1,274 +106%
Mitsubishi UFJ Asset Management
517
Mitsubishi UFJ Asset Management
Japan
$23.4K
GWP
518
Gen-Wealth Partners
Michigan
$23.1K
T
519
Transce3nd
Texas
$20.8K -$1.41M -145,007 -99%
FP
520
Financial Perspectives
Minnesota
$19.8K
AWM
521
Activest Wealth Management
Florida
$19.4K
SIS
522
Sound Income Strategies
Florida
$17.1K +$213 +22 +1%
MSFP
523
Mark Sheptoff Financial Planning
Connecticut
$16.9K
FCG
524
Financial Connections Group
California
$16K +$591 +61 +4%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$15.1K +$853 +88 +6%

AGNC Hedge Fund Activity: Q3 2025 in Review

598 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2025, worth a combined $3.78B — down 4.5% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AGNC positions and 57 closed out — a net gain of 41 holders — while 284 added to existing stakes and 125 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $57M. The largest seller was Fidelity Investments, cutting an estimated $177M.

  • 598 institutional investors held AGNC Investment (AGNC) as of Q3 2025, up from 566 in Q2 2025.
  • Funds reported $3.78B of AGNC Investment stock for Q3 2025, down 4.5% quarter-over-quarter.
  • 98 funds opened new AGNC Investment positions in Q3 2025 and 57 closed out, a net change of +41 holders.
  • The largest AGNC Investment buyer in Q3 2025 was Renaissance Technologies, an estimated $57M added.
  • The largest AGNC Investment seller in Q3 2025 was Fidelity Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2025.