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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
JTWM
601
Jackson Thornton Wealth Management
Alabama
-$113K -12,303 Closed
SCA
602
Snowden Capital Advisors
New York
-$112K -11,956 Closed
MWA
603
Mills Wealth Advisors
Texas
-$109K -11,847 Closed
BC
604
Bridgefront Capital
Texas
-$108K -11,749 Closed
FTWA
605
Fifth Third Wealth Advisors
Ohio
-$103K -11,220 Closed
IWM
606
IHT Wealth Management
Illinois
-$101K -10,958 Closed
NCFG
607
New Century Financial Group
New Jersey
-$102K -10,768 Closed
EGA
608
E&G Advisors
Texas
-$92.6K -10,055 Closed
BBHC
609
Brown Brothers Harriman & Co
New York
-$87.5K -9,496 Closed
AWM
610
Avior Wealth Management
Nebraska
-$81.5K -8,853 Closed
MCM
611
Mainstream Capital Management
California
-$53.5K -5,810 Closed
SIS
612
Strategic Investment Solutions
Illinois
-$46K -5,000 Closed
CAS
613
Coppell Advisory Solutions
Texas
-$36.7K -3,969 Closed
GM
614
GeoWealth Management
Illinois
-$28.7K -3,113 Closed
FLP
615
Financial Life Planners
Arizona
-$28.4K -3,089 Closed
RCM
616
Raleigh Capital Management
North Carolina
-$18.4K -2,000 Closed
CJ
617
Caitlin John
Michigan
-$10.3K -1,120 Closed
FA
618
Fedenia Advisers
Wisconsin
-$6.45K -700 Closed
ANBT
619
American National Bank & Trust
Texas
-$4.22K -458 Closed
CFB
620
Cullen/Frost Bankers
Texas
-$4.1K -445 Closed
MW
621
Maia Wealth
Colorado
-$3.68K -400 Closed
HPC
622
HM Payson & Co
Maine
-$3.58K -389 Closed
MG
623
Mather Group
Illinois
-$2.88K -313 Closed
VHAM
624
Van Hulzen Asset Management
California
-$2.77K -300 Closed
WWA
625
Wingate Wealth Advisors
Massachusetts
-$2.76K -300 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.