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Agilon Health

197 hedge funds and large institutions have $1.82B invested in Agilon Health in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $791M → $1.82B (+$1.03B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

7% more funds holding

Funds holding: 184197 (+13)

4% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $7.75M

0.09% less ownership

Funds ownership: 4.04%3.95% (-0.09%)

Holders
197
Holders Change
+13
Holders Change %
+7.07%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
76
Reduced
48
Closed
24
Calls
$8.02M
Puts
$7.75M
Net Calls
+$273K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$215K -$1.03M -11,829 -86%
Ameriprise
102
Ameriprise
Minnesota
$210K +$24.8K +285 +17%
EF
103
Empowered Funds
Pennsylvania
$207K -$12.4K -143 -7%
DTL
104
Dynamic Technology Lab
Singapore
$204K +$36.3K +417 +28%
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$196K +$157K +1,807 New
YIH
106
Y-Intercept (HK)
Hong Kong
$193K +$155K +1,785 New
TWM
107
TriaGen Wealth Management
California
$190K +$153K +1,759 New
Cerity Partners
108
Cerity Partners
New York
$187K +$86.9K +999 +138%
SW
109
Simplicity Wealth
New Jersey
$186K +$150K +1,721 New
B
110
Bailard
California
$184K +$1.3K +15 +0.9%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$179K +$20.5K +235 +17%
Marshall Wace
112
Marshall Wace
United Kingdom
$174K +$140K +1,609 New
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$170K +$136K +1,567 New
PCM
114
Polymer Capital Management
New York
$169K +$31.1K +357 +30%
VRS
115
Virginia Retirement Systems
Virginia
$168K +$135K +1,556 New
Victory Capital Management
116
Victory Capital Management
Texas
$159K -$3.13K -36 -2%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$158K +$84.6K +972 +199%
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$156K
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$153K
SEI Investments
120
SEI Investments
Pennsylvania
$152K +$72.9K +838 +148%
WCM
121
WealthBridge Capital Management
Ohio
$151K
PWM
122
Pines Wealth Management
North Carolina
$143K
SFC
123
Swisher Financial Concepts
Ohio
$141K
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$137K +$6.53K +75 +6%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$136K -$609 -7 -0.6%

AGL Hedge Fund Activity: Q1 2025 in Review

197 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q1 2025, worth a combined $1.82B — up 130% from $791M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AGL positions and 24 closed out — a net gain of 13 holders — while 76 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was Wellington Management Group, cutting an estimated $131M.

  • 197 institutional investors held Agilon Health (AGL) as of Q1 2025, up from 184 in Q4 2024.
  • Funds reported $1.82B of Agilon Health stock for Q1 2025, up 130% quarter-over-quarter.
  • 37 funds opened new Agilon Health positions in Q1 2025 and 24 closed out, a net change of +13 holders.
  • The largest Agilon Health buyer in Q1 2025 was Fidelity Investments, an estimated $41.4M added.
  • The largest Agilon Health seller in Q1 2025 was Wellington Management Group, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.