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AGNC Investment

634 hedge funds and large institutions have $4.45B invested in AGNC Investment in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 274 increasing their positions, 154 reducing their positions, and 53 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:

1.88% more ownership

Funds ownership: 36.84%38.72% (+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
634
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
CPG
601
Cornerstone Planning Group
New Jersey
$1.72K
TPBG
602
Turning Point Benefit Group
Maryland
$1.59K
CH
603
Cromwell Holdings
Wyoming
$1.58K
CT
604
Clearstead Trust
Maine
$1.55K
TWC
605
TD Waterhouse Canada
Ontario, Canada
$1.52K
MHIP
606
Mountain Hill Investment Partners
New Jersey
$1.33K
Q1WB
607
Quest 10 Wealth Builders
Virginia
$1.31K
ACA
608
American Capital Advisory
Idaho
$1.26K
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25K
KCM
610
Key Capital Management
Tennessee
$1.17K
KFAS
611
Keating Financial Advisory Services
Kansas
$1.09K
CAL
612
Capital Advisors Ltd
Ohio
$1K
KFI
613
Key Financial Inc
Pennsylvania
$954
AWA
614
Acumen Wealth Advisors
Tennessee
$824
AF
615
Abound Financial
California
$793
RFP
616
Root Financial Partners
California
$718
AG
617
AmeriFlex Group
Nevada
$643
PWA
618
Principia Wealth Advisory
Texas
$643
TWD
619
True Wealth Design
Ohio
$612
B
620
Bayban
Minnesota
$536
VWWMG
621
Vermillion & White Wealth Management Group
Pennsylvania
$531
TM
622
Torren Management
California
$467
LWMI
623
Legacy Wealth Management (Idaho)
Idaho
$330
SHIM
624
Stone House Investment Management
Pennsylvania
$300
HAP
625
Harbor Asset Planning
Massachusetts
$297