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AGNC Investment

667 hedge funds and large institutions have $4.29B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 294 increasing their positions, 161 reducing their positions, and 70 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 ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $4.48B → $4.29B (-$192M)

25% less call options, than puts

Call options by funds: $189M | Put options by funds: $250M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
667
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$189M
Puts
$250M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
201
Independent Advisor Alliance
North Carolina
$1.03M
FFA
202
Farther Finance Advisors
California
$1.02M
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$1.01M
JC
204
JBF Capital
Colorado
$1M
SAMU
205
SONA Asset Management (US)
New York
$1M
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$976K
GAM
207
Gotham Asset Management
New York
$968K
WW
208
Waterfront Wealth
Kansas
$957K
GC
209
Guidance Capital
Kentucky
$956K
SMA
210
Sage Mountain Advisors
Georgia
$950K
AWA
211
Arkadios Wealth Advisors
Georgia
$947K
TI
212
Tidal Investments
Wisconsin
$945K
SAI
213
Savvy Advisors Inc
New York
$915K
CSA
214
Cornerstone Select Advisors
Missouri
$911K
DWM
215
Diversify Wealth Management
Utah
$896K
WIM
216
Wiregrass Investment Management
Georgia
$891K
S
217
Steadtrust
Texas
$889K
PFS
218
Prospera Financial Services
Texas
$883K
FAG
219
Fortitude Advisory Group
Washington
$883K
DAS
220
Diversify Advisory Services
Utah
$874K
GCM
221
Greenland Capital Management
New York
$874K
WAS
222
WESPAC Advisors SoCal
California
$868K
X
223
Xponance
Pennsylvania
$860K
CFM
224
Catalyst Funds Management
Australia
$831K
NHC
225
Nicholas Hoffman & Company
Georgia
$825K