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AGNC Investment

631 hedge funds and large institutions have $4.45B invested in AGNC Investment in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 273 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.86% more ownership

Funds ownership: 36.84%38.7% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

30% less call options, than puts

Call options by funds: $143M | Put options by funds: $202M

Holders
631
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
$143M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Smartleaf Asset Management
Massachusetts
$69.4K
MIA
502
MeadowBrook Investment Advisors
Michigan
$64.9K
AIP
503
Ameritas Investment Partners
Nebraska
$64.3K
VWA
504
VSM Wealth Advisory
Maryland
$61.4K
CAL
505
Capital Analysts LLC
Pennsylvania
$59K
LI
506
LRI Investments
Florida
$58.9K
NFSG
507
Newbridge Financial Services Group
Florida
$56.3K
UB
508
UMB Bank
Missouri
$53.9K
WPA
509
Wealth Preservation Advisors
Tennessee
$53.6K
FDW
510
Fourth Dimension Wealth
Ohio
$53.6K
NEWAS
511
N.E.W. Advisory Services
Wisconsin
$53.6K
FWA
512
Flagship Wealth Advisors
Massachusetts
$53.6K
Federated Hermes
513
Federated Hermes
Pennsylvania
$50.5K
NWM
514
Nova Wealth Management
Florida
$50.1K
PWPS
515
Pinnacle Wealth Planning Services
Ohio
$49.8K
CIA
516
Cape Investment Advisory
Georgia
$45.2K
Los Angeles Capital Management
517
Los Angeles Capital Management
California
$43.4K
MA
518
Montag & Associates
Georgia
$40.6K
BWL
519
Bogart Wealth LLC
Virginia
$40.2K
AIC
520
Archer Investment Corporation
Indiana
$39.9K
GT
521
Glenmede Trust
Pennsylvania
$35K
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$34.9K
SWM
523
Spire Wealth Management
Virginia
$34K
OWP
524
ORG Wealth Partners
Texas
$33.5K
FHA
525
Flagship Harbor Advisors
Massachusetts
$33K