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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
SIS
526
Sound Income Strategies
Florida
$32.9K
TH
527
TCTC Holdings
Texas
$29.1K
SC
528
Swan Capital
Florida
$26.8K
GA
529
GoalVest Advisory
New York
$26.3K
Mitsubishi UFJ Asset Management
530
Mitsubishi UFJ Asset Management
Japan
$26.1K
T
531
Transce3nd
Texas
$25.7K
GWP
532
Gen-Wealth Partners
Michigan
$25.2K
GAFA
533
Garton & Associates Financial Advisors
Kentucky
$23.6K
HHCP
534
Hilton Head Capital Partners
South Carolina
$22.5K
AssetMark Inc
535
AssetMark Inc
California
$22.4K
AWM
536
Activest Wealth Management
Florida
$21.6K
AA
537
Ancora Advisors
Ohio
$20.7K
GK
538
Graney & King
New York
$20K
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$18.8K
MSFP
540
Mark Sheptoff Financial Planning
Connecticut
$18.5K
FCG
541
Financial Connections Group
California
$18K
APW
542
Aventura Private Wealth
Florida
$16.1K
LGWM
543
Litman Gregory Wealth Management
California
$16.1K
ACM
544
Aster Capital Management
United Arab Emirates
$15.1K
TCOV
545
Trust Company of Vermont
Vermont
$14.2K
KFP
546
Kerr Financial Planning
California
$14.2K
BC
547
Broadwater Capital
Massachusetts
$14.2K
ZBNA
548
Zions Bancorporation, National Association
Utah
$13.4K
ME
549
McIlrath & Eck
Washington
$13.1K
CWM
550
Cedar Wealth Management
California
$13.1K