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AGNC Investment

631 hedge funds and large institutions have $4.45B invested in AGNC Investment in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 273 increasing their positions, 154 reducing their positions, and 52 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:

1.86% more ownership

Funds ownership: 36.84%38.7% (+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
631
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
CT
601
Clearstead Trust
Maine
$1.55K
TWC
602
TD Waterhouse Canada
Ontario, Canada
$1.52K
MHIP
603
Mountain Hill Investment Partners
New Jersey
$1.33K
Q1WB
604
Quest 10 Wealth Builders
Virginia
$1.31K
ACA
605
American Capital Advisory
Idaho
$1.26K
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25K
KCM
607
Key Capital Management
Tennessee
$1.17K
KFAS
608
Keating Financial Advisory Services
Kansas
$1.09K
CAL
609
Capital Advisors Ltd
Ohio
$1K
KFI
610
Key Financial Inc
Pennsylvania
$954
AWA
611
Acumen Wealth Advisors
Tennessee
$824
AF
612
Abound Financial
California
$793
RFP
613
Root Financial Partners
California
$718
AG
614
AmeriFlex Group
Nevada
$643
PWA
615
Principia Wealth Advisory
Texas
$643
TWD
616
True Wealth Design
Ohio
$612
VWWMG
617
Vermillion & White Wealth Management Group
Pennsylvania
$531
TM
618
Torren Management
California
$467
CIAM
619
Caitong International Asset Management
Hong Kong
$461
LWMI
620
Legacy Wealth Management (Idaho)
Idaho
$330
SHIM
621
Stone House Investment Management
Pennsylvania
$300
HAP
622
Harbor Asset Planning
Massachusetts
$297
DF
623
Dunhill Financial
United Kingdom
$228
MCM
624
MV Capital Management
Maryland
$226
MI
625
Motiv8 Investments
Florida
$200