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AGNC Investment

634 hedge funds and large institutions have $4.45B invested in AGNC Investment in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 274 increasing their positions, 154 reducing their positions, and 53 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:

1.88% more ownership

Funds ownership: 36.84%38.72% (+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
634
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
W
501
WealthCollab
Washington
$74.9K
SAG
502
SageView Advisory Group
California
$72.9K
SAM
503
Smartleaf Asset Management
Massachusetts
$69.4K
MIA
504
MeadowBrook Investment Advisors
Michigan
$64.9K
AIP
505
Ameritas Investment Partners
Nebraska
$64.3K
VWA
506
VSM Wealth Advisory
Maryland
$61.4K
CAL
507
Capital Analysts LLC
Pennsylvania
$59K
LI
508
LRI Investments
Florida
$58.9K
NFSG
509
Newbridge Financial Services Group
Florida
$56.3K
UB
510
UMB Bank
Missouri
$53.9K
FDW
511
Fourth Dimension Wealth
Ohio
$53.6K
WPA
512
Wealth Preservation Advisors
Tennessee
$53.6K
NEWAS
513
N.E.W. Advisory Services
Wisconsin
$53.6K
FWA
514
Flagship Wealth Advisors
Massachusetts
$53.6K
Federated Hermes
515
Federated Hermes
Pennsylvania
$50.5K
NWM
516
Nova Wealth Management
Florida
$50.1K
PWPS
517
Pinnacle Wealth Planning Services
Ohio
$49.8K
CIA
518
Cape Investment Advisory
Georgia
$45.2K
Los Angeles Capital Management
519
Los Angeles Capital Management
California
$43.4K
MA
520
Montag & Associates
Georgia
$40.6K
BWL
521
Bogart Wealth LLC
Virginia
$40.2K
AIC
522
Archer Investment Corporation
Indiana
$39.9K
GT
523
Glenmede Trust
Pennsylvania
$35K
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$34.9K
SWM
525
Spire Wealth Management
Virginia
$34K