Federal Agricultural Mortgage

AGM and AGM.A • NYSE

Federal Agricultural Mortgage is a financial - credit services company in the financial services sector on NYSE, led by Lowell L. Junkins, with a market cap of $2.0B. As of Q3 2025, 72% of shares are held by 238 institutional investors, with BlackRock, Inc. as the largest holder at 6.47%.

Acting President and Chief Executive OfficerLowell L. Junkins

Market Cap$2.0B

Financial - Credit Services

Financial Services

Employees185.0

Websitefarmermac.com

Country

United States of America

Overview

Overview of institutional ownership in AGM and AGM.A as of Q3 2025 with a market cap of $1.8B

All Institutions

Institutions: 238
Value Held: $1.3B
Shares Held: 8.0M
Avg Position: $5.3M
Median Position: $571.1K

Hedge Funds

Hedge Funds: 22
Value Held: $45.5M
Shares Held: 271.1K
Avg Position: $2.1M
Median Position: $1.0M

Ownership Breakdown

Institutional (non-HF)

69.91%

$1.3B

Hedge Funds

2.48%

$45.5M

Retail & Other

27.61%

$507.0M

Based on market cap of $1.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AGM and AGM.A as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$118.8M 0.00% of portfolio	6.47% 707.1K shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$101.3M 0.00% of portfolio	5.58% 610.0K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
FMR LLC Institution	-	$82.3M 0.00% of portfolio	4.48% 489.9K shares	Q2 2020 Held for 5y 5m	$1.92T
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	Teresa Joy Rasmussen CEO	$70.7M 0.15% of portfolio	3.85% 420.7K shares	Q3 2024 Held for 1y 2m	$48.0B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$66.1M 0.01% of portfolio	3.64% 398.5K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$56.6M 0.06% of portfolio	3.10% 338.8K shares	≤ Q2 2013 Held for 12y 5m+	$97.8B
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$53.2M 0.03% of portfolio	2.90% 316.9K shares	Q3 2019 Held for 6y 2m	$197.71B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$52.5M 0.11% of portfolio	2.86% 312.6K shares	Q1 2024 Held for 1y 8m	$48.9B
A AMERICAN CENTURY COMPANIES INC Institution	-	$48.5M 0.02% of portfolio	2.64% 288.7K shares	Q2 2019 Held for 6y 5m	$195.93B
C Capital World Investors Institution	-	$46.3M 0.01% of portfolio	2.52% 275.8K shares	Q3 2025 Held for 2 months	$730.00B

Net Capital Flow

Institutional buying and selling activity for AGM and AGM.A in Q3 2025

Traded: +$8.4M
Buyers: 118
Sellers: 118
Total Bought: +$111.8M
Total Sold: −$103.5M
Avg Position: $4.9M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital World Investors Institution	+$46.3M +275.8K shares	$46.3M 275.8K shares
M Man Group plc Institution	+$7.4M +44.0K shares	$8.0M 47.5K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$7.3M +43.2K shares	$70.7M 420.7K shares
Marshall Wace LLP Institution	+$4.8M +28.4K shares	$6.3M 37.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$4.7M +28.2K shares	$30.7M 182.7K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$4.3M +25.3K shares	$48.5M 288.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.9M +23.0K shares	$5.7M 34.0K shares
Kingsview Wealth Management, LLC RIA/Wealth	+$3.4M +20.5K shares	$3.4M 20.5K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$2.9M +17.3K shares	$52.5M 312.6K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	+$1.8M +10.9K shares	$1.8M 10.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$23.3M −138.5K shares	$82.3M 489.9K shares
Robeco Investment Management, Inc. Long Only Manager	−$13.7M −81.9K shares	$56.6M 338.8K shares
F FIL Ltd Institution	−$8.4M −43.4K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$5.3M −31.6K shares	$118.8M 707.1K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$3.5M −21.2K shares	$66.1M 398.5K shares
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager	−$2.9M −17.3K shares	$18.5M 110.1K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$2.8M −16.6K shares	$3.0M 18.0K shares
D D. E. Shaw & Co., Inc. Institution	−$2.6M −15.4K shares	$4.4M 26.5K shares
Copeland Capital Management, LLC Long Only Manager	−$2.4M −14.5K shares	$42.7M 254.2K shares
Invesco Ltd. ETF Provider	−$2.2M −12.9K shares	$2.5M 14.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AGM and AGM.A in Q3 2025

New Positions: 13
New Value: $54.5M
Exited Positions: 34
Exited Value: $25.3M

New Positions

Institution	Position Value
C Capital World Investors Institution	$46.3M 275.8K shares
Kingsview Wealth Management, LLC RIA/Wealth	$3.4M 20.5K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$1.8M 10.9K shares
P PEAK6 LLC Institution	$1.2M 7.4K shares
C CAXTON ASSOCIATES LLP Institution	$1.1M 6.5K shares
S SHERBROOKE PARK ADVISERS LLC Hedge Fund•Quant	$309.9K 1.8K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$210.8K 1.3K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$14.4K 86.0 shares
O Optiver Holding B.V. Institution	$11.8K 70.0 shares
Sontag Advisory, LLC RIA/Wealth	$9.7K 58.0 shares

Exited Positions

Institution	Previous Position
F FIL Ltd Institution	$8.4M 43.4K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.0M 10.5K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$1.9M 9.6K shares
H HRT FINANCIAL LLC Institution	$1.8M 9.0K shares
Trexquant Investment LP Hedge Fund•Quant	$1.5M 7.8K shares
Valmark Advisers, Inc. RIA/Wealth	$1.5M 7.6K shares
Q Quadrature Capital Ltd Institution	$1.4M 7.2K shares
Clearbridge Investments, LLC Long Only Manager	$1.2M 6.4K shares
Ellsworth Advisors, LLC RIA/Wealth	$793.5K 4.1K shares
X XTX Topco Ltd Institution	$739.4K 3.8K shares

Options Activity

Institutions with the largest Call and Put options positions in AGM and AGM.A as of Q3 2025

Call Positions: 4
Call Value: $4.4M
Put Positions: 5
Put Value: $10.4M

Call Positions

Institution	Position Value
P PEAK6 LLC Institution	$2.4M 143.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$923.9K 55.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$789.5K 47.0 contracts
D D. E. Shaw & Co., Inc. Institution	$319.2K 19.0 contracts

Put Positions

Institution	Position Value
P PEAK6 LLC Institution	$4.5M 266.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.5M 148.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6M 93.0 contracts
J JANE STREET GROUP, LLC Institution	$1.4M 86.0 contracts
D D. E. Shaw & Co., Inc. Institution	$470.3K 28.0 contracts

Most Committed Institutions

Institutions with AGM and AGM.A as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
WEYBOSSET RESEARCH & MANAGEMENT LLC RIA/Wealth	Jeannine Marie Bizier COO	5.69% $17.6M	0.96% 105.0K shares	Q2 2022 Held for 3y 5m	$309.8M
C CROWN ADVISORS MANAGEMENT, INC. Hedge Fund•Long/Short	Robert Scott Fearon President	5.06% $7.6M	0.41% 45.0K shares	Q3 2021 Held for 4y 2m	$149.5M
Barnett & Company, Inc. RIA/Wealth	Rodrigo Fernandez Tinoco Member	4.96% $6.4M	0.35% 38.2K shares	Q1 2021 Held for 4y 8m	$129.3M
M Matthew 25 Management Corp Institution	Mark Mulholland President	4.62% $15.0M	1.05% 115.0K shares	Q2 2016 Held for 9y 5m	$324.7M
Ballast Asset Management, LP Long Only Manager	Ragen R Stienke Managing Partner	2.78% $6.1M	0.33% 36.3K shares	Q3 2023 Held for 2y 2m	$219.1M
Cruiser Capital Advisors, LLC Hedge Fund•Long/Short	Keith Michael Rosenbloom Managing Partner	1.67% $1.6M	0.08% 9.2K shares	Q2 2020 Held for 5y 5m	$93.0M
P Pullen Investment Management, LLC Institution	-	1.63% $3.0M	0.16% 17.9K shares	Q1 2024 Held for 1y 8m	$184.7M
Militia Capital Partners, LP Hedge Fund•Long/Short	-	1.37% $2.7M	0.15% 16.0K shares	Q4 2024 Held for 11 months	$195.8M
FIRST WILSHIRE SECURITIES MANAGEMENT INC RIA/Wealth	Howard Haoming Lu CEO	1.19% $4.5M	0.24% 26.5K shares	≤ Q2 2013 Held for 12y 5m+	$375.8M
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager	Thomas W Mcdowell Chairman	1.01% $18.5M	1.01% 110.1K shares	Q1 2018 Held for 7y 8m	$1.8B

Hedge Fund Spotlight

Discover hedge funds investing in AGM and AGM.A

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in Federal Agricultural Mortgage

AGM and AGM.A

Market Value: $14.8M
Shares Held: 91.0K
Portfolio Weight: 0.45%
Owned Since: 2019-Q1

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%