AGNC icon

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
SWCM
201
Sullivan Wood Capital Management
District of Columbia
$767K
GC
202
Guidance Capital
Kentucky
$762K
FWP
203
Firethorn Wealth Partners
Georgia
$753K
DAS
204
Diversify Advisory Services
Utah
$750K
GAM
205
Gotham Asset Management
New York
$749K
CHAM
206
Clear Harbor Asset Management
Connecticut
$733K
SCM
207
SCS Capital Management
Massachusetts
$722K
OTL
208
Oak Thistle LLC
New York
$713K
KPWS
209
Kestra Private Wealth Services
Texas
$711K
SIC
210
Samalin Investment Counsel
New York
$697K
SIG
211
Spinnaker Investment Group
California
$695K
HFS
212
Howard Financial Services
Texas
$694K
WFA
213
WJ Financial Advisors
Connecticut
$691K
CF
214
Centaurus Financial
California
$688K
MCM
215
MAI Capital Management
Ohio
$673K
FAG
216
Fortitude Advisory Group
Washington
$672K
WPC
217
Wedmont Private Capital
Pennsylvania
$667K
BA
218
Bridgewater Associates
Connecticut
$658K
TI
219
Tidal Investments
Wisconsin
$652K
EH
220
Equitable Holdings
New York
$652K
PFS
221
Prospera Financial Services
Texas
$651K
GAA
222
Global Assets Advisory
Florida
$637K
SCM
223
Sterling Capital Management
North Carolina
$630K
DEA
224
DoubleLine ETF Adviser
Florida
$622K
FRA
225
Frank Rimerman Advisors
California
$619K