Agnc Invt Corp (AGNC) Hedge Fund Ownership (Q2 2026)

Agnc Invt Corp (AGNC)

695 + Investors. Track Smart Money conviction in AGNC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AGNC

Based on 710 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added AGNC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

710 hedge funds hold AGNC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+141 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

441 buying267 selling

Last quarter: 441 funds were net buyers (119 opened a brand new position + 322 added to an existing one). Only 267 were sellers (184 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~119 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 96 → 109 → 116 → 119. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 20% new

386 out of 710 hedge funds have held AGNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +44% but shares only +9% — price-driven

Value

+43%

+8%

Last quarter: the total dollar value of institutional holdings rose +44%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

92 → 96 → 109 → 116 → 119 new funds/Q

New funds entering each quarter: 96 → 109 → 116 → 119. A growing number of institutions are discovering AGNC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new

Entry-cohort mix of 739 holders: 450 (61%) are 2+ year veterans, 104 entered 1–2 years ago, and 185 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

55 of 703 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AGNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	695	674	3.12%
13F Shares	501M	475M	5.47%
Total Value	$5.39B	$4.66B	15.55%
New Positions	114	116	-2
Increased Positions	307	301	+6
Closed Positions	86	88	-2
Reduced Positions	180	165	+15
Total Calls	17	22	-22.73%
Total Puts	19	24	-20.83%
PUT/CALL Ratio	1.12	1.09	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

695

674

3.12%

13F Shares

501M

475M

5.47%

Total Value

$5.39B

$4.66B

15.55%

New Positions

114

116

-2

Increased Positions

307

301

Closed Positions

-2

Reduced Positions

180

165

+15

Total Calls

-22.73%

Total Puts

-20.83%

PUT/CALL Ratio

1.12

1.09

Neutral

Institutional Holders (2026 Q2)

695 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGNC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGNC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Penn Mutual Asset Management	20.14%	360,000	$3.9M
2	Dupree Financial Group, LLC	5.81%	1,422,255	$15.5M
3	Fwl Investment Management, LLC	2.17%	1,086,876	$11.8M
4	Equity Investment Corp	2.02%	9,736,044	$106.1M
5	LFG Wealth Partners, LLC	1.81%	354,210	$3.9M
6	Sullivan Wood Capital Management LLC	1.81%	119,900	$1.3M
7	GraniteShares Advisors LLC	1.81%	257,910	$2.8M
8	Fortitude Financial, LLC	1.53%	156,548	$1.7M
9	Icon Advisers Inc/Co	1.52%	741,926	$8.1M
10	Davidson Investment Advisors	1.50%	3,371,067	$36.7M
11	Beck Capital Management, LLC	1.24%	617,520	$6.7M
12	Trivium Point Advisory, LLC	1.10%	1,115,176	$12.2M
13	Collar Capital Management, LLC	0.75%	117,260	$1.3M
14	Vision Financial Markets LLC	0.75%	79,100	$862K
15	Innova Wealth Partners	0.72%	161,244	$1.8M
16	Wiregrass Investment Management LLC	0.68%	91,910	$1.0M
17	Vaughan Nelson Investment Management, L.P.	0.58%	6,048,882	$65.9M
18	Significant Wealth Partners LLC	0.56%	47,774	$521K
19	Prevail Innovative Wealth Advisors, LLC	0.54%	333,084	$3.6M
20	Steadtrust LLC	0.52%	94,592	$1.0M
21	Cornerstone Select Advisors, LLC	0.46%	101,142	$1.1M
22	Compass Financial Management LLC	0.46%	352,260	$3.8M
23	Angel Oak Capital Advisors, LLC	0.42%	30,500	$332K
24	WJ Financial Advisors LLC	0.39%	49,103	$535K
25	Balefire, LLC	0.39%	220,312	$2.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Agnc Invt Corp (AGNC)

What does the Smart Money Trend signal show for AGNC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AGNC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGNC?

More buyers than sellers — 62% buying: Last quarter: 441 funds were net buyers (119 opened a brand new position + 322 added to an existing one). Only 267 were sellers (184 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGNC holders?

Elite ownership — 62% AUM from top-100 funds: 55 of 703 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AGNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGNC?

54% of holders stayed for 2+ years: 386 out of 710 hedge funds have held AGNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Agnc Invt Corp (AGNC)

Smart Money Signals — AGNC

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~119 new funds per quarter

54% of holders stayed for 2+ years

Value +44% but shares only +9% — price-driven

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 25% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — AGNC

Hedge Fund Ownership: AGNC

Market Analysis: AGNC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGNC

Hedge Fund Positioning: AGNC

Statistics: AGNC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Agnc Invt Corp (AGNC)

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