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AGNC Investment

563 hedge funds and large institutions have $3.85B invested in AGNC Investment in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 260 increasing their positions, 122 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 122

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

19% more capital invested

Capital invested by funds: $3.23B → $3.85B (+$612M)

4.24% more ownership

Funds ownership: 39.62%43.86% (+4.2%)

2% more funds holding

Funds holding: 550563 (+13)

54% less call options, than puts

Call options by funds: $155M | Put options by funds: $333M

Holders
563
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
7.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
94
Increased
260
Reduced
122
Closed
71
Calls
$155M
Puts
$333M
Net Calls
-$178M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
551
Cromwell Holdings
Wyoming
$601 +$619 +62 New
MHIP
552
Mountain Hill Investment Partners
New Jersey
$599 +$30 +3 +5%
AG
553
AmeriFlex Group
Nevada
$575
HWA
554
HHM Wealth Advisors
Tennessee
$503 +$20 +2 +4%
BFS
555
Bare Financial Services
Pennsylvania
$479 +$499 +50 New
MCM
556
MV Capital Management
Maryland
$422 -$40 -4 -8%
PWA
557
Principia Wealth Advisory
Texas
$249 +$280 +28 New
QC
558
Quent Capital
New York
$163
WCM
559
WealthTrak Capital Management
Virginia
$144
CFFP
560
Center for Financial Planning
Michigan
$29
TWD
561
True Wealth Design
Ohio
$20 +$20 +2 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
562
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.26M -680,200 Closed
AU
563
Algebris (UK)
United Kingdom
-$5.71M -641,729 Closed
PCA
564
PL Capital Advisors
Florida
-$5.46M -593,372 Closed
BB
565
Bell Bank
North Dakota
-$5.4M -586,240 Closed
CCM
566
Cinctive Capital Management
New York
-$4.31M -467,844 Closed
PCM
567
Prelude Capital Management
New York
-$3.37M -365,460 Closed
Holocene Advisors
568
Holocene Advisors
New York
-$2.96M -321,196 Closed
DFG
569
Delphi Financial Group
Delaware
-$2.85M -309,000 Closed
QT
570
Quantbot Technologies
New York
-$2.78M -301,929 Closed
CM
571
Crestline Management
Texas
-$2.61M -283,252 Closed
MPM
572
Meritage Portfolio Management
Kansas
-$2M -216,831 Closed
GCM
573
Graham Capital Management
Connecticut
-$1.38M -150,000 Closed
CM
574
Caption Management
Oklahoma
-$1.34M -145,851 Closed
TI
575
TrueMark Investments
Illinois
-$1.11M -120,685 Closed

AGNC Hedge Fund Activity: Q1 2025 in Review

563 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2025, worth a combined $3.85B — up 19% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AGNC positions and 71 closed out — a net gain of 23 holders — while 260 added to existing stakes and 122 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Ruffer LLP, cutting an estimated $47.1M.

  • 563 institutional investors held AGNC Investment (AGNC) as of Q1 2025, up from 550 in Q4 2024.
  • Funds reported $3.85B of AGNC Investment stock for Q1 2025, up 19% quarter-over-quarter.
  • 94 funds opened new AGNC Investment positions in Q1 2025 and 71 closed out, a net change of +23 holders.
  • The largest AGNC Investment buyer in Q1 2025 was Fidelity Investments, an estimated $105M added.
  • The largest AGNC Investment seller in Q1 2025 was Ruffer LLP, an estimated $47.1M sold.

Based on aggregated 13F filings for Q1 2025.