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Agilon Health

194 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, 50 increasing their positions, 59 reducing their positions, and 44 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:

2.62% less ownership

Funds ownership: 91.95%89.33% (-2.6%)

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

35% less capital invested

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

Holders
194
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
Victory Capital Management
101
Victory Capital Management
Texas
$24.2K
AIM
102
Acropolis Investment Management
Missouri
$24.1K
WCM
103
WealthBridge Capital Management
Ohio
$24K
IWC
104
Integrated Wealth Concepts
Massachusetts
$22.6K
SFC
105
Swisher Financial Concepts
Ohio
$22.4K
ML
106
McAdam LLC
Pennsylvania
$21.3K
NMC
107
Nine Masts Capital
Hong Kong
$21K
CIA
108
Caerus Investment Advisors
Texas
$20.9K
AIP
109
Ameritas Investment Partners
Nebraska
$20.8K
YWS
110
Yarger Wealth Strategies
Ohio
$19.8K
SFA
111
Sequoia Financial Advisors
Ohio
$19.2K
EWA
112
EverSource Wealth Advisors
Alabama
$19K
TRCT
113
Tower Research Capital (TRC)
New York
$18.3K
VT
114
Vise Technologies
New York
$17.5K
SEI Investments
115
SEI Investments
Pennsylvania
$17.4K
Osaic Holdings
116
Osaic Holdings
Arizona
$17.3K
AA
117
ACT Advisors
North Carolina
$16.9K
X
118
Xponance
Pennsylvania
$16.7K
FCBT
119
First Citizens Bank & Trust
North Carolina
$16.6K
NAM
120
NorthCrest Asset Manangement
Minnesota
$16.4K
WWC
121
Waypoint Wealth Counsel
Georgia
$16.4K
WA
122
Waddell & Associates
Tennessee
$16.1K
SAM
123
Sagewood Asset Management
New York
$15.8K
SW
124
Simplicity Wealth
New Jersey
$15.2K
SP
125
SmartHarvest Portfolios
Washington
$15.1K