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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.06M
AAIM
127
American Assets Investment Management
California
$2M
CG
128
Caprock Group
Idaho
$2M
GC
129
Guggenheim Capital
Illinois
$1.97M
USCWA
130
U.S. Capital Wealth Advisors
Texas
$1.96M
Russell Investments Group
131
Russell Investments Group
United Kingdom
$1.95M
KAS
132
Kestra Advisory Services
Texas
$1.93M
CAM
133
Cozad Asset Management
Illinois
$1.92M
SPIA
134
Steward Partners Investment Advisory
New York
$1.9M
WAM
135
Weiss Asset Management
Massachusetts
$1.88M
LIP
136
Lighthouse Investment Partners
Florida
$1.86M
URS
137
Utah Retirement Systems
Utah
$1.86M
FFA
138
Founders Financial Alliance
North Carolina
$1.84M
FCM
139
Fieldview Capital Management
Michigan
$1.83M
PCM
140
Penserra Capital Management
California
$1.73M
FF
141
Fortitude Financial
Washington
$1.69M
HighTower Advisors
142
HighTower Advisors
Illinois
$1.68M
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$1.67M
BPA
144
Beacon Pointe Advisors
California
$1.66M
SEP
145
Southland Equity Partners
Missouri
$1.65M
SWM
146
SeaCrest Wealth Management
New York
$1.65M
SFS
147
Sowell Financial Services
Arkansas
$1.61M
APA
148
Astoria Portfolio Advisors
New York
$1.6M
CAU
149
Caxton Associates (UK)
$1.58M
HSA
150
HBK Sorce Advisory
Pennsylvania
$1.57M