AGNC Investment Corp.

AGNC and AGNCL and AGNCO • NASDAQ

AGNC Investment Corp. is a reit - mortgage company in the real estate sector on NASDAQ, led by Peter J. Federico, with a market cap of $11.1B. As of Q3 2025, 36% of shares are held by 579 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.16%.

Chief Executive OfficerPeter J. Federico

Market Cap$11.1B

REIT - Mortgage

Real Estate

Employees53.0

Websiteagnc.com

Country

United States of America

Overview

Overview of institutional ownership in AGNC and AGNCL and AGNCO as of Q3 2025 with a market cap of $10.3B

All Institutions

Institutions: 579
Value Held: $3.8B
Shares Held: 383.0M
Avg Position: $6.5M
Median Position: $322.1K

Hedge Funds

Hedge Funds: 38
Value Held: $172.6M
Shares Held: 17.6M
Avg Position: $4.5M
Median Position: $835.5K

Ownership Breakdown

Institutional (non-HF)

34.71%

$3.6B

Hedge Funds

1.67%

$172.6M

Retail & Other

63.61%

$6.6B

Based on market cap of $10.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AGNC and AGNCL and AGNCO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$944.2M 0.01% of portfolio	9.16% 96.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$550.3M 0.01% of portfolio	5.34% 56.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$269.6M 0.02% of portfolio	2.61% 27.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$170.0M 0.01% of portfolio	1.63% 17.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
UBS Group AG Institution	Sergio P. Ermotti CEO	$116.1M 0.02% of portfolio	1.13% 11.9M shares	Q4 2014 Held for 10y 11m	$511.54B
Equity Investment Corp Acquisition Inc Long Only Manager	Richard Terrence Irrgang CEO	$93.5M 1.96% of portfolio	0.91% 9.6M shares	Q3 2019 Held for 6y 2m	$4.8B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$70.7M 0.01% of portfolio	0.69% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$70.4M 0.01% of portfolio	0.68% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$69.6M 0.04% of portfolio	0.68% 7.1M shares	Q2 2017 Held for 8y 5m	$158.22B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$68.9M 0.11% of portfolio	0.66% 6.9M shares	Q4 2021 Held for 3y 11m	$61.5B

Net Capital Flow

Institutional buying and selling activity for AGNC and AGNCL and AGNCO in Q3 2025

Traded: +$21.9M
Buyers: 380
Sellers: 163
Total Bought: +$377.5M
Total Sold: −$355.6M
Avg Position: $5.9M

Biggest Buyers

Institution	Net Bought	Current Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$57.6M +5.9M shares	$61.4M 6.3M shares
B BlackRock, Inc. Institution	+$34.1M +3.5M shares	$550.3M 56.2M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$24.6M +2.5M shares	$269.6M 27.5M shares
VANGUARD GROUP INC Institution	+$15.6M +1.6M shares	$944.2M 96.4M shares
A Artemis Investment Management LLP Institution	+$14.3M +1.5M shares	$14.3M 1.5M shares
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	+$13.0M +1.3M shares	$13.0M 1.3M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$11.7M +1.2M shares	$69.6M 7.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$11.6M +1.2M shares	$16.6M 1.7M shares
C Colony Group, LLC Institution	+$11.2M +1.1M shares	$11.2M 1.1M shares
FMR LLC Institution	+$10.8M +-18.3M shares	$10.8M 1.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS Group AG Institution	−$110.0M −11.2M shares	$116.1M 11.9M shares
BANK OF AMERICA CORP /DE/ Institution	−$47.2M −4.8M shares	$70.7M 7.2M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$40.2M −4.4M shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$40.1M −4.4M shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$13.5M −1.4M shares	$59.0M 6.0M shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$9.4M −947.6K shares	$68.9M 6.9M shares
R ROYAL BANK OF CANADA Institution	−$9.4M −957.7K shares	$40.6M 4.2M shares
D D. E. Shaw & Co., Inc. Institution	−$7.7M −790.0K shares	$825.4K 84.3K shares
Marshall Wace LLP Institution	−$4.4M −452.2K shares	$3.2M 331.3K shares
GOLDMAN SACHS GROUP INC Institution	−$4.4M −449.9K shares	$10.5M 1.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AGNC and AGNCL and AGNCO in Q3 2025

New Positions: 39
New Value: $8.8M
Exited Positions: 53
Exited Value: $106.1M

New Positions

Institution	Position Value
S Sage Mountain Advisors LLC RIA/Wealth	$1.6M 163.0K shares
N NewEdge Wealth, LLC Institution	$1.5M 145.7K shares
Spinnaker Investment Group, LLC RIA/Wealth	$695.5K 71.0K shares
WJ Financial Advisors LLC RIA/Wealth	$691.0K 70.6K shares
P Persistent Asset Partners Ltd Institution	$400.5K 40.9K shares
Vantage Financial Partners, LLC RIA/Wealth	$381.9K 39.0K shares
HOWLAND CAPITAL MANAGEMENT LLC RIA/Wealth	$324.7K 32.8K shares
Signal Advisors Wealth, LLC RIA/Wealth	$261.1K 26.7K shares
HORAN Wealth, LLC RIA/Wealth	$241.7K 24.7K shares
Sheets Smith Investment Management RIA/Wealth	$208.6K 21.3K shares

Exited Positions

Institution	Previous Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$40.2M 4.4M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$40.1M 4.4M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	$4.2M 453.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$3.2M 350.7K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$2.7M 289.6K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	$1.8M 200.0K shares
Cannon Global Investment Management, LLC Hedge Fund•Quant	$1.5M 160.0K shares
I Ilex Capital Partners LLP Institution	$1.3M 145.5K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$1.2M 130.8K shares
E Elo Mutual Pension Insurance Co Institution	$1.1M 121.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AGNC and AGNCL and AGNCO as of Q3 2025

Call Positions: 32
Call Value: $148.0M
Put Positions: 25
Put Value: $204.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$34.5M 35.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$13.5M 13.8K contracts
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$10.9M 11.1K contracts
S Shay Capital LLC Institution	$10.4M 10.6K contracts
UBS Group AG Institution	$9.8M 10.0K contracts
BANK OF AMERICA CORP /DE/ Institution	$9.8M 10.0K contracts
BARCLAYS PLC Institution	$8.8M 9.0K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$6.1M 6.2K contracts
GOLDMAN SACHS GROUP INC Institution	$4.9M 5.0K contracts
W WOLVERINE TRADING, LLC Institution	$4.7M 4.8K contracts

Put Positions

Institution	Position Value
HBK INVESTMENTS L P Hedge Fund•Multi-Strategy	$68.1M 69.6K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$32.9M 33.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$24.7M 25.2K contracts
B Brevan Howard Capital Management LP Institution	$19.6M 20.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$15.2M 15.6K contracts
UBS Group AG Institution	$9.8M 10.0K contracts
BANK OF AMERICA CORP /DE/ Institution	$9.8M 10.0K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$5.2M 5.3K contracts
J JANE STREET GROUP, LLC Institution	$5.2M 5.3K contracts
Walleye Trading LLC RIA/Wealth	$4.1M 4.2K contracts

Most Committed Institutions

Institutions with AGNC and AGNCL and AGNCO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Penn Mutual Asset Management, LLC Insurance Manager	David Michael O'Malley Chairman	8.67% $3.5M	0.03% 360.0K shares	Q4 2023 Held for 1y 11m	$40.7M
Dupree Financial Group, LLC RIA/Wealth	William Martin Ambrose CFO	6.83% $17.6M	0.17% 1.8M shares	Q4 2023 Held for 1y 11m	$257.5M
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	Ricardo Nmn Marano Managing Partner	2.59% $13.0M	0.13% 1.3M shares	Q3 2025 Held for 2 months	$499.9M
FWL INVESTMENT MANAGEMENT, LLC RIA/Wealth	Frederick Wayne Lear Managing Partner	2.47% $9.6M	0.09% 976.9K shares	Q4 2020 Held for 4y 11m	$387.4M
M Mount Lucas Management LP Hedge Fund•Global Macro	Timothy John Rudderow CEO	2.03% $4.5M	0.04% 457.0K shares	Q1 2023 Held for 2y 8m	$220.9M
PMC FIG Opportunities LLC Real Assets	John Charles Finch CEO	1.99% $1.2M	0.01% 127.3K shares	Q3 2025 Held for 2 months	$62.5M
Equity Investment Corp Acquisition Inc Long Only Manager	Richard Terrence Irrgang CEO	1.96% $93.5M	0.91% 9.6M shares	Q3 2019 Held for 6y 2m	$4.8B
G GraniteShares Advisors LLC Institution	William John Grant Rhind CEO	1.89% $3.3M	0.03% 333.9K shares	Q4 2024 Held for 11 months	$172.8M
DAVIDSON INVESTMENT ADVISORS Long Only Manager	Lawrence Todd Martinez CEO	1.78% $42.1M	0.41% 4.3M shares	Q2 2023 Held for 2y 5m	$2.4B
V VPR Management LLC Institution	-	1.54% $3.4M	0.03% 342.5K shares	Q4 2022 Held for 2y 11m	$218.0M

Hedge Fund Spotlight

Discover hedge funds investing in AGNC and AGNCL and AGNCO

Bramshill Investments, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerStephen Christopher Selver

Portfolio Value: $1.5B
Positions: 150
Last Reported: Q3 2025

Sector Allocation

Position in AGNC Investment Corp.

AGNC and AGNCL and AGNCO

Market Value: $66.1M
Shares Held: 5.4M
Portfolio Weight: 29.02%
Owned Since: 2017-Q2

Top Holding	Sector	Market Value	Weight
1 iShares 0-5 Year High Yield Corporate Bond SHYG	ETF ETF	$376.4M	25.70%
2 iShares Preferred and Income Securities ETF PFF	ETF ETF	$197.3M	13.47%
3 iShares 20+ Year Treasury Bond TLT	ETF ETF	$143.6M	9.81%