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AGNC Investment

669 hedge funds and large institutions have $4.29B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 295 increasing their positions, 162 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 → $4.29B (-$190M)

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
669
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
AWM
651
Activest Wealth Management
Florida
$512
SWM
652
SHP Wealth Management
Massachusetts
$461
IWS
653
Intentional Wealth Strategies
Colorado
$461
TM
654
Torren Management
California
$452
RWM
655
Rialto Wealth Management
New York
$442
TWM
656
TopTier Wealth Management
Wisconsin
$401
SHIM
657
Stone House Investment Management
Pennsylvania
$281
HAP
658
Harbor Asset Planning
Massachusetts
$278
MG
659
Mather Group
Illinois
$273
MCM
660
MV Capital Management
Maryland
$261
LWMI
661
Legacy Wealth Management (Idaho)
Idaho
$234
QWM
662
Quaker Wealth Management
New Jersey
$221
DF
663
Dunhill Financial
United Kingdom
$213
HFS
664
Hughes Financial Services
Virginia
$181
BCWM
665
Bartlett & Co Wealth Management
Ohio
$149
DF
666
DecisionPoint Financial
Arizona
$141
DRP
667
Decker Retirement Planning
Utah
$52
CFFP
668
Center for Financial Planning
Michigan
$31
BTI
669
Blue Trust Inc
Georgia
$9
Norges Bank
670
Norges Bank
Norway
Balyasny Asset Management
671
Balyasny Asset Management
Illinois
Janney Montgomery Scott
672
Janney Montgomery Scott
Pennsylvania
Point72 Asset Management
673
Point72 Asset Management
Connecticut
CAU
674
Caxton Associates (UK)
QC
675
Quadrature Capital
United Kingdom