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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
NHC
201
Nicholas Hoffman & Company
Georgia
$814K
SAI
202
Savvy Advisors Inc
New York
$792K
Capstone Investment Advisors
203
Capstone Investment Advisors
New York
$790K
Prudential Financial
204
Prudential Financial
New Jersey
$783K
IWP
205
Innova Wealth Partners
Pennsylvania
$777K
SWCM
206
Sullivan Wood Capital Management
District of Columbia
$767K
GC
207
Guidance Capital
Kentucky
$762K
FWP
208
Firethorn Wealth Partners
Georgia
$753K
DAS
209
Diversify Advisory Services
Utah
$750K
GAM
210
Gotham Asset Management
New York
$749K
CHAM
211
Clear Harbor Asset Management
Connecticut
$733K
SCM
212
SCS Capital Management
Massachusetts
$722K
OTL
213
Oak Thistle LLC
New York
$713K
KPWS
214
Kestra Private Wealth Services
Texas
$711K
SIC
215
Samalin Investment Counsel
New York
$697K
SIG
216
Spinnaker Investment Group
California
$695K
HFS
217
Howard Financial Services
Texas
$694K
WFA
218
WJ Financial Advisors
Connecticut
$691K
CF
219
Centaurus Financial
California
$688K
MCM
220
MAI Capital Management
Ohio
$673K
FAG
221
Fortitude Advisory Group
Washington
$672K
WPC
222
Wedmont Private Capital
Pennsylvania
$667K
BA
223
Bridgewater Associates
Connecticut
$658K
TI
224
Tidal Investments
Wisconsin
$652K
EH
225
Equitable Holdings
New York
$652K