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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
GSEP
651
Golden State Equity Partners
California
$772
AG
652
AmeriFlex Group
Nevada
$602
TWD
653
True Wealth Design
Ohio
$572
AWM
654
Activest Wealth Management
Florida
$512
IWS
655
Intentional Wealth Strategies
Colorado
$461
SWM
656
SHP Wealth Management
Massachusetts
$461
TM
657
Torren Management
California
$452
RWM
658
Rialto Wealth Management
New York
$442
TWM
659
TopTier Wealth Management
Wisconsin
$401
SHIM
660
Stone House Investment Management
Pennsylvania
$281
HAP
661
Harbor Asset Planning
Massachusetts
$278
MG
662
Mather Group
Illinois
$273
MCM
663
MV Capital Management
Maryland
$261
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$234
QWM
665
Quaker Wealth Management
New Jersey
$221
DF
666
Dunhill Financial
United Kingdom
$213
HFS
667
Hughes Financial Services
Virginia
$181
BCWM
668
Bartlett & Co Wealth Management
Ohio
$149
DF
669
DecisionPoint Financial
Arizona
$141
DRP
670
Decker Retirement Planning
Utah
$52
CFFP
671
Center for Financial Planning
Michigan
$31
BTI
672
Blue Trust Inc
Georgia
$9
Norges Bank
673
Norges Bank
Norway
Balyasny Asset Management
674
Balyasny Asset Management
Illinois
Janney Montgomery Scott
675
Janney Montgomery Scott
Pennsylvania