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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
PCM
176
Polymer Capital Management
New York
$1.14M
AC
177
AlphaCore Capital
California
$1.14M
IAA
178
Independent Advisor Alliance
North Carolina
$1.12M
WANY
179
Wealthspire Advisors (New York)
New York
$1.12M
DAS
180
Dynamic Advisor Solutions
Arizona
$1.12M
TSS
181
Two Sigma Securities
New York
$1.11M
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$1.1M
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$1.08M
HT
184
Headlands Technologies
Illinois
$1.06M
IWP
185
Innova Wealth Partners
Pennsylvania
$1.04M
SMA
186
Sage Mountain Advisors
Georgia
$1.02M
GC
187
Guidance Capital
Kentucky
$1.01M
AWA
188
Arkadios Wealth Advisors
Georgia
$1.01M
PS
189
Principal Securities
Iowa
$1M
MSFS
190
Main Street Financial Solutions
Pennsylvania
$989K
NYLIM
191
New York Life Investment Management
New York
$986K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$982K
FAG
193
Fortitude Advisory Group
Washington
$961K
CGIM
194
Cannon Global Investment Management
Florida
$958K
S
195
Steadtrust
Texas
$954K
CFG
196
Cooper Financial Group
California
$940K
DAS
197
Diversify Advisory Services
Utah
$935K
RIA
198
Regal Investment Advisors
Michigan
$927K
CFM
199
Catalyst Funds Management
Australia
$913K
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$904K