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AGNC Investment

672 hedge funds and large institutions have $4.3B invested in AGNC Investment in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 298 increasing their positions, 163 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 → $4.3B (-$184M)

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
672
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
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$1.05M
SAM
202
Simplify Asset Management
Nevada
$1.04M
QIM
203
Quantitative Investment Management
Virginia
$1.03M
IAA
204
Independent Advisor Alliance
North Carolina
$1.03M
FFA
205
Farther Finance Advisors
California
$1.02M
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$1.01M
JC
207
JBF Capital
Colorado
$1M
SAMU
208
SONA Asset Management (US)
New York
$1M
IIC
209
Integrated Investment Consultants
Michigan
$979K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$976K
GAM
211
Gotham Asset Management
New York
$968K
WW
212
Waterfront Wealth
Kansas
$957K
GC
213
Guidance Capital
Kentucky
$956K
SMA
214
Sage Mountain Advisors
Georgia
$950K
AWA
215
Arkadios Wealth Advisors
Georgia
$947K
TI
216
Tidal Investments
Wisconsin
$945K
SAI
217
Savvy Advisors Inc
New York
$915K
CSA
218
Cornerstone Select Advisors
Missouri
$911K
DWM
219
Diversify Wealth Management
Utah
$896K
WIM
220
Wiregrass Investment Management
Georgia
$891K
S
221
Steadtrust
Texas
$889K
PFS
222
Prospera Financial Services
Texas
$883K
FAG
223
Fortitude Advisory Group
Washington
$883K
DAS
224
Diversify Advisory Services
Utah
$874K
GCM
225
Greenland Capital Management
New York
$874K