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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
Twin Tree Management
151
Twin Tree Management
Texas
$1.38M
SSG
152
Summit Securities Group
New York
$1.37M
Federated Hermes
153
Federated Hermes
Pennsylvania
$1.37M
HSA
154
HBK Sorce Advisory
Pennsylvania
$1.34M
ACM
155
Aubrey Capital Management
United Kingdom
$1.33M
SWM
156
SeaCrest Wealth Management
New York
$1.31M
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$1.31M
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1.3M
IAIM
159
International Assets Investment Management
Florida
$1.26M
PFO
160
PMC FIG Opportunities
Israel
$1.25M
APA
161
Astoria Portfolio Advisors
New York
$1.24M
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$1.2M
Wellington Management Group
163
Wellington Management Group
Massachusetts
$1.19M
AWA
164
Arkadios Wealth Advisors
Georgia
$1.19M
MSAM
165
Moloney Securities Asset Management
Missouri
$1.17M
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$1.15M
SPC
167
Sigma Planning Corp
Michigan
$1.14M
Deutsche Bank
168
Deutsche Bank
Germany
$1.13M
SCI
169
Stableford Capital II
Arizona
$1.09M
CCM
170
Collar Capital Management
Wisconsin
$1.08M
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$1.08M
CS
172
Cannell & Spears
New York
$1.07M
AC
173
AlphaCore Capital
California
$1.07M
FF
174
Fortitude Financial
Washington
$1.06M
IAA
175
Independent Advisor Alliance
North Carolina
$1.02M