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AGNC Investment

672 hedge funds and large institutions have $4.3B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 298 increasing their positions, 163 reducing their positions, and 70 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 ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $4.48B → $4.3B (-$184M)

25% less call options, than puts

Call options by funds: $189M | Put options by funds: $250M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$189M
Puts
$250M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
551
Bogart Wealth LLC
Virginia
$37.1K
OWP
552
ORG Wealth Partners
Texas
$31.4K
SWM
553
Spire Wealth Management
Virginia
$31.3K
FFG
554
Forum Finance Group
$31K
SIS
555
Sound Income Strategies
Florida
$30.7K
SIC
556
Salem Investment Counselors
North Carolina
$30.4K
GK
557
Graney & King
New York
$28.5K
CA
558
CoreCap Advisors
Michigan
$28.1K
AW
559
Avion Wealth
Texas
$27K
NEWAS
560
N.E.W. Advisory Services
Wisconsin
$25.4K
SC
561
Swan Capital
Florida
$25.1K
GA
562
GoalVest Advisory
New York
$24.6K
DB
563
Danske Bank
Denmark
$24.1K
Mitsubishi UFJ Asset Management
564
Mitsubishi UFJ Asset Management
Japan
$24K
GWP
565
Gen-Wealth Partners
Michigan
$23.6K
SAM
566
Smartleaf Asset Management
Massachusetts
$23K
CA
567
Crewe Advisors
Utah
$23K
MA
568
Montag & Associates
Georgia
$21.1K
HHCP
569
Hilton Head Capital Partners
South Carolina
$21.1K
SWP
570
Strategic Wealth Partners
Ohio
$20.4K
ST
571
Smithfield Trust
Pennsylvania
$20K
AA
572
Ancora Advisors
Ohio
$19.3K
ACM
573
Aster Capital Management
United Arab Emirates
$19.3K
T
574
Transce3nd
Texas
$19.2K
MSFP
575
Mark Sheptoff Financial Planning
Connecticut
$18.5K