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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
HNB
126
Huntington National Bank
Ohio
$15.1K
Jane Street
127
Jane Street
New York
$14.6K
PP
128
PDS Planning
Ohio
$14.5K
CPIG
129
Chicago Partners Investment Group
Illinois
$14.3K
CWM
130
CIBC World Markets
New York
$14.1K
WS
131
Wedbush Securities
California
$14K
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$13.9K
EPW
133
Evolve Private Wealth
California
$13.5K
Prudential Financial
134
Prudential Financial
New Jersey
$13.5K
AC
135
Avestar Capital
New York
$13.4K
AWA
136
Arkadios Wealth Advisors
Georgia
$13.4K
California State Teachers Retirement System (CalSTRS)
137
California State Teachers Retirement System (CalSTRS)
California
$13.1K
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$13K
WCP
139
Wealthcare Capital Partners
Pennsylvania
$12.6K
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6K
PAG
141
Poinciana Advisors Group
Florida
$12.6K
EFG
142
Everhart Financial Group
Ohio
$12.6K
Principal Financial Group
143
Principal Financial Group
Iowa
$12.6K
RFP
144
Root Financial Partners
California
$12.3K
NI
145
Natural Investments
California
$12K
PPW
146
Parcion Private Wealth
Washington
$11.8K
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$11.7K
AHL
148
Abel Hall LLC
Louisiana
$11.7K
WA
149
Waverly Advisors
Alabama
$10.8K
KCP
150
Kera Capital Partners
California
$10.1K