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AGNC Investment

588 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, 282 increasing their positions, 123 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:

4% less capital invested

Capital invested by funds: $3.93B → $3.76B (-$171M)

5.02% less ownership

Funds ownership: 41.85%36.83% (-5%)

24% less call options, than puts

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

Holders
588
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
SWM
501
Spire Wealth Management
Virginia
$32K
SIC
502
Salem Investment Counselors
North Carolina
$31.3K
OWP
503
ORG Wealth Partners
Texas
$30.6K
AUB
504
Atlantic Union Bankshares
Virginia
$28.9K
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$27.3K
TH
506
TCTC Holdings
Texas
$26.6K
AAP
507
Arax Advisory Partners
Colorado
$26K
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$24.5K
SC
509
Swan Capital
Florida
$24.5K
SAM
510
Smartleaf Asset Management
Massachusetts
$24.3K
Mitsubishi UFJ Asset Management
511
Mitsubishi UFJ Asset Management
Japan
$23.4K
GWP
512
Gen-Wealth Partners
Michigan
$23.1K
T
513
Transce3nd
Texas
$20.8K
FP
514
Financial Perspectives
Minnesota
$19.8K
AWM
515
Activest Wealth Management
Florida
$19.4K
SIS
516
Sound Income Strategies
Florida
$17.1K
MSFP
517
Mark Sheptoff Financial Planning
Connecticut
$16.9K
FCG
518
Financial Connections Group
California
$16K
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$15.1K
APW
520
Aventura Private Wealth
Florida
$14.7K
TCOV
521
Trust Company of Vermont
Vermont
$13K
BC
522
Broadwater Capital
Massachusetts
$12.9K
KFP
523
Kerr Financial Planning
California
$12.4K
TIM
524
Tortoise Investment Management
New York
$12.3K
ME
525
McIlrath & Eck
Washington
$12K