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AGNC Investment

578 hedge funds and large institutions have $3.75B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 276 increasing their positions, 120 reducing their positions, and 53 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:

less capital invested

Capital invested by funds: $ → $

5.1% less ownership

Funds ownership: 41.83%36.73% (-5.1%)

24% less call options, than puts

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

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
UB
551
UMB Bank
Missouri
$1.82K
QCG
552
Quadrant Capital Group
Ohio
$1.72K
KFI
553
Key Financial Inc
Pennsylvania
$1.6K
POIA
554
Pin Oak Investment Advisors
Texas
$1.49K
CH
555
Cromwell Holdings
Wyoming
$1.45K
CT
556
Clearstead Trust
Maine
$1.42K
TWC
557
TD Waterhouse Canada
Ontario, Canada
$1.41K
RWS
558
Retirement Wealth Solutions
Wisconsin
$1.28K
Q1WB
559
Quest 10 Wealth Builders
Virginia
$1.24K
CIAM
560
Caitong International Asset Management
Hong Kong
$1.2K
IWM
561
IMG Wealth Management
Florida
$1.2K
MHIP
562
Mountain Hill Investment Partners
New Jersey
$1.18K
AG
563
AmeriFlex Group
Nevada
$1.18K
ACA
564
American Capital Advisory
Idaho
$1.04K
CAL
565
Capital Advisors Ltd
Ohio
$1K
RBC
566
Roble Belko & Company
Pennsylvania
$1K
FGA
567
Fortis Group Advisors
New Jersey
$832
RFP
568
Root Financial Partners
California
$695
RIL
569
Rothschild Investment LLC
Illinois
$587
TWD
570
True Wealth Design
Ohio
$559
LWMI
571
Legacy Wealth Management (Idaho)
Idaho
$292
HAP
572
Harbor Asset Planning
Massachusetts
$271
QC
573
Quent Capital
New York
$166
DF
574
DecisionPoint Financial
Arizona
$140
GA
575
Guerra Advisors
Florida
$108