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Agilon Health

192 hedge funds and large institutions have $256M invested in Agilon Health in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.57% less ownership

Funds ownership: 92.1%89.52% (-2.6%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

35% less capital invested

Capital invested by funds: $393M → $256M (-$137M)

Holders
192
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
$637K
Puts
$27K
Net Calls
Net Calls Change

Top Buyers

1 +$10.3M
2 +$8M
3 +$7.37M
4
NPCM
North Peak Capital Management
New York
+$2.88M
5
UBS Group
UBS Group
Switzerland
+$1.88M

Top Sellers

1 -$9.9M
2 -$8.48M
3 -$4.63M
4
Morgan Stanley
Morgan Stanley
New York
-$4.27M
5
Bank of America
Bank of America
North Carolina
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
WealthBridge Capital Management
Ohio
$24K
IWC
102
Integrated Wealth Concepts
Massachusetts
$22.6K
SFC
103
Swisher Financial Concepts
Ohio
$22.4K
ML
104
McAdam LLC
Pennsylvania
$21.3K
NMC
105
Nine Masts Capital
Hong Kong
$21K
CIA
106
Caerus Investment Advisors
Texas
$20.9K
AIP
107
Ameritas Investment Partners
Nebraska
$20.8K
YWS
108
Yarger Wealth Strategies
Ohio
$19.8K
SFA
109
Sequoia Financial Advisors
Ohio
$19.2K
EWA
110
EverSource Wealth Advisors
Alabama
$19K
TRCT
111
Tower Research Capital (TRC)
New York
$18.3K
VT
112
Vise Technologies
New York
$17.5K
SEI Investments
113
SEI Investments
Pennsylvania
$17.4K
Osaic Holdings
114
Osaic Holdings
Arizona
$17.3K
AA
115
ACT Advisors
North Carolina
$16.9K
X
116
Xponance
Pennsylvania
$16.7K
FCBT
117
First Citizens Bank & Trust
North Carolina
$16.6K
NAM
118
NorthCrest Asset Manangement
Minnesota
$16.4K
WWC
119
Waypoint Wealth Counsel
Georgia
$16.4K
WA
120
Waddell & Associates
Tennessee
$16.1K
SAM
121
Sagewood Asset Management
New York
$15.8K
SW
122
Simplicity Wealth
New Jersey
$15.2K
SP
123
SmartHarvest Portfolios
Washington
$15.1K
HNB
124
Huntington National Bank
Ohio
$15.1K
Jane Street
125
Jane Street
New York
$14.6K