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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
AC
176
AlphaCore Capital
California
$1.07M
FF
177
Fortitude Financial
Washington
$1.06M
IAA
178
Independent Advisor Alliance
North Carolina
$1.02M
NYLIM
179
New York Life Investment Management
New York
$1.01M
WANY
180
Wealthspire Advisors (New York)
New York
$1.01M
DFCM
181
Dark Forest Capital Management
Puerto Rico
$1.01M
LP
182
LMR Partners
United Kingdom
$998K
VFM
183
Vision Financial Markets
Connecticut
$985K
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$984K
SFS
185
Sowell Financial Services
Arkansas
$982K
N
186
Natixis
France
$940K
P
187
&Partners
Tennessee
$926K
KeyBank National Association
188
KeyBank National Association
Ohio
$919K
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$900K
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$894K
PCM
191
Polymer Capital Management
New York
$881K
S
192
Steadtrust
Texas
$871K
NIM
193
NEOS Investment Management
Connecticut
$851K
CFG
194
Cooper Financial Group
California
$851K
VOYA Investment Management
195
VOYA Investment Management
Georgia
$845K
SAM
196
Simplify Asset Management
Nevada
$842K
CFM
197
Catalyst Funds Management
Australia
$833K
MSFS
198
Main Street Financial Solutions
Pennsylvania
$831K
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
$825K
PS
200
Principal Securities
Iowa
$822K