AGNC icon

AGNC Investment

578 hedge funds and large institutions have $3.75B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 276 increasing their positions, 120 reducing their positions, and 53 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 capital invested

Capital invested by funds: $ → $

5.1% less ownership

Funds ownership: 41.83%36.73% (-5.1%)

24% less call options, than puts

Call options by funds: $169M | Put options by funds: $222M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$169M
Puts
$222M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
126
Waterfront Wealth
Kansas
$1.8M
SPIA
127
Steward Partners Investment Advisory
New York
$1.78M
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$1.78M
CG
129
Caprock Group
Idaho
$1.77M
Ameriprise
130
Ameriprise
Minnesota
$1.74M
USCWA
131
U.S. Capital Wealth Advisors
Texas
$1.74M
PCM
132
Penserra Capital Management
California
$1.71M
CAM
133
Cozad Asset Management
Illinois
$1.7M
AQR Capital Management
134
AQR Capital Management
Connecticut
$1.7M
First Trust Advisors
135
First Trust Advisors
Illinois
$1.68M
FFA
136
Founders Financial Alliance
North Carolina
$1.68M
URS
137
Utah Retirement Systems
Utah
$1.68M
Universal-Beteiligungs- und Servicegesellschaft
138
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.65M
SMA
139
Sage Mountain Advisors
Georgia
$1.6M
KAS
140
Kestra Advisory Services
Texas
$1.57M
EGM
141
Engineers Gate Manager
New York
$1.55M
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$1.51M
Mariner
143
Mariner
Kansas
$1.5M
EI
144
Ethic Inc
New York
$1.49M
NW
145
NewEdge Wealth
Pennsylvania
$1.49M
VF
146
Virtu Financial
New York
$1.48M
BPA
147
Beacon Pointe Advisors
California
$1.48M
HighTower Advisors
148
HighTower Advisors
Illinois
$1.45M
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$1.43M
WCM
150
Westend Capital Management
California
$1.4M