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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
OWP
526
ORG Wealth Partners
Texas
$33.5K
FHA
527
Flagship Harbor Advisors
Massachusetts
$33K
SIS
528
Sound Income Strategies
Florida
$32.9K
TH
529
TCTC Holdings
Texas
$29.1K
SC
530
Swan Capital
Florida
$26.8K
GA
531
GoalVest Advisory
New York
$26.3K
Mitsubishi UFJ Asset Management
532
Mitsubishi UFJ Asset Management
Japan
$26.1K
T
533
Transce3nd
Texas
$25.7K
GWP
534
Gen-Wealth Partners
Michigan
$25.2K
GAFA
535
Garton & Associates Financial Advisors
Kentucky
$23.6K
HHCP
536
Hilton Head Capital Partners
South Carolina
$22.5K
AssetMark Inc
537
AssetMark Inc
California
$22.4K
AWM
538
Activest Wealth Management
Florida
$21.6K
AA
539
Ancora Advisors
Ohio
$20.7K
GK
540
Graney & King
New York
$20K
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$18.8K
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$18.5K
FCG
543
Financial Connections Group
California
$18K
APW
544
Aventura Private Wealth
Florida
$16.1K
LGWM
545
Litman Gregory Wealth Management
California
$16.1K
ACM
546
Aster Capital Management
United Arab Emirates
$15.1K
TCOV
547
Trust Company of Vermont
Vermont
$14.2K
KFP
548
Kerr Financial Planning
California
$14.2K
BC
549
Broadwater Capital
Massachusetts
$14.2K
ZBNA
550
Zions Bancorporation, National Association
Utah
$13.4K