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AGNC Investment

588 hedge funds and large institutions have $3.76B invested in AGNC Investment in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 282 increasing their positions, 123 reducing their positions, and 56 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:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $3.93B → $3.76B (-$171M)

5.02% less ownership

Funds ownership: 41.85%36.83% (-5%)

24% less call options, than puts

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

Holders
588
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
$169M
Puts
$222M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$1.87M
GC
127
Guggenheim Capital
Illinois
$1.82M
WW
128
Waterfront Wealth
Kansas
$1.8M
SPIA
129
Steward Partners Investment Advisory
New York
$1.78M
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$1.78M
CG
131
Caprock Group
Idaho
$1.77M
Ameriprise
132
Ameriprise
Minnesota
$1.74M
USCWA
133
U.S. Capital Wealth Advisors
Texas
$1.74M
PCM
134
Penserra Capital Management
California
$1.71M
CAM
135
Cozad Asset Management
Illinois
$1.7M
AQR Capital Management
136
AQR Capital Management
Connecticut
$1.7M
First Trust Advisors
137
First Trust Advisors
Illinois
$1.68M
FFA
138
Founders Financial Alliance
North Carolina
$1.68M
URS
139
Utah Retirement Systems
Utah
$1.68M
Universal-Beteiligungs- und Servicegesellschaft
140
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.65M
SMA
141
Sage Mountain Advisors
Georgia
$1.6M
KAS
142
Kestra Advisory Services
Texas
$1.57M
EGM
143
Engineers Gate Manager
New York
$1.55M
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$1.51M
Mariner
145
Mariner
Kansas
$1.5M
EI
146
Ethic Inc
New York
$1.49M
NW
147
NewEdge Wealth
Pennsylvania
$1.49M
VF
148
Virtu Financial
New York
$1.48M
BPA
149
Beacon Pointe Advisors
California
$1.48M
HighTower Advisors
150
HighTower Advisors
Illinois
$1.45M