Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AGNC INVT CORP (AGNC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — AGNC

Based on 621 hedge funds · latest filing: 2025 Q4 · 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
621 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

385 buying214 selling
Last quarter: 385 funds were net buyers (105 opened a brand new position + 280 added to an existing one). Only 214 were sellers (157 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new AGNC position: 92 → 88 → 89 → 105. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 20% new
351 out of 621 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.
💎

Buying through price weakness — shares +7%, value -21%

Value
-21%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~105 new funds/quarter

93 → 92 → 88 → 89 → 105 new funds/Q
New funds entering each quarter: 92 → 88 → 89 → 105. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Of 645 current holders: 401 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
41 of 621 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: AGNC

How many hedge funds hold AGNC — quarterly history vs. share price
Quarterly hedge fund ownership of AGNC vs. share price

Market Analysis: AGNC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGNC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 5 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AGNC
2026 Q1 Stats Unlock in 21 days 645 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 645 609 5.91%
13F Shares 448M 421M 6.51%
Total Value $5.07B $6.42B -21.03%
New Positions 106 94 +12
Increased Positions 314 326 -12
Closed Positions 59 69 -10
Reduced Positions 188 177 +11
Total Calls 17 29 -41.38%
Total Puts 16 19 -15.79%
PUT/CALL Ratio 0.94 0.66 Neutral

Statistics: AGNC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

645 + investors

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

Top 25 institutional holders of AGNC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupree Financial Group, LLC 5.63% 1,393,804 $14.0M
2 DAVIDSON INVESTMENT ADVISORS 1.62% 3,428,281 $32.8M
3 GraniteShares Advisors LLC 1.62% 224,160 $2.2M
4 Fortitude Financial, LLC 0.84% 157,695 $1.6M
5 VISION FINANCIAL MARKETS LLC 0.75% 76,300 $765K
6 Innova Wealth Partners 0.70% 148,022 $1.5M
7 Significant Wealth Partners LLC 0.59% 47,929 $481K
8 Steadtrust LLC 0.50% 88,592 $889K
9 STABLEFORD CAPITAL II LLC 0.40% 107,112 $1.1M
10 Fortitude Advisory Group L.L.C. 0.40% 88,000 $883K
11 Astoria Portfolio Advisors LLC. 0.37% 155,571 $1.7M
12 Trivium Point Advisory, LLC 0.29% 162,025 $1.6M
13 FIRETHORN WEALTH PARTNERS, LLC 0.27% 73,778 $740K
14 J.M. Arbour, LLC 0.24% 24,426 $245K
15 Cane Capital Partners, LLC 0.22% 50,284 $504K
16 Samalin Investment Counsel, LLC 0.20% 54,879 $550K
17 WESPAC Advisors SoCal, LLC 0.18% 86,532 $868K
18 Y-Intercept (Hong Kong) Ltd 0.18% 922,484 $9.3M
19 SeaCrest Wealth Management, LLC 0.17% 161,254 $1.6M
20 PFG Investments, LLC 0.17% 364,625 $3.7M
21 Continuum Advisory, LLC 0.16% 169,255 $1.7M
22 Cooper Financial Group 0.16% 159,930 $1.6M
23 J.W. COLE ADVISORS, INC. 0.16% 465,812 $4.7M
24 Westend Capital Management, LLC 0.16% 51,776 $519K
25 Spinnaker Investment Group, LLC 0.15% 74,581 $748K
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 — 64% buying: Last quarter: 385 funds were net buyers (105 opened a brand new position + 280 added to an existing one). Only 214 were sellers (157 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGNC holders?

Elite ownership — 51% AUM from top-100 funds: 41 of 621 holders are among the 100 largest funds by AUM, controlling 51% 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?

57% of holders stayed for 2+ years: 351 out of 621 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.