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Agilon Health

184 hedge funds and large institutions have $791M invested in Agilon Health in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $3.46M

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.15% less ownership

Funds ownership: 4.19%4.04% (-0.15%)

12% less funds holding

Funds holding: 209184 (-25)

36% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less capital invested

Capital invested by funds: $1.69B → $791M (-$900M)

Holders
184
Holders Change
-25
Holders Change %
-11.96%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
61
Reduced
56
Closed
58
Calls
$5.23M
Puts
$3.46M
Net Calls
+$1.78M
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
WS
126
Wedbush Securities
California
$39K
EFG
127
Everhart Financial Group
Ohio
$34.7K -$121 -2 -0.3%
Cerity Partners
128
Cerity Partners
New York
$34.5K +$43.9K +726 New
Raymond James Financial
129
Raymond James Financial
Florida
$33.1K +$42.1K +697 New
SFS
130
Summit Financial Strategies
Ohio
$31.5K
HI
131
Humankind Investments
New York
$30K +$38.2K +632 New
S
132
SignatureFD
Georgia
$27.3K +$20.5K +339 +143%
AC
133
Avestar Capital
New York
$27.2K
SEI Investments
134
SEI Investments
Pennsylvania
$26.8K -$2.24K -37 -6%
GCM
135
G2 Capital Management
Ohio
$26.4K
Neuberger Berman Group
136
Neuberger Berman Group
New York
$25.9K -$121 -2 -0.4%
IC
137
IEQ Capital
California
$25.6K +$32.6K +540 New
HC
138
Hamilton Capital
Ohio
$25.5K
OTL
139
Oak Thistle LLC
New York
$24.8K +$31.6K +522 New
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$23.9K +$786 +13 +3%
LSA
141
Leonteq Securities AG
Switzerland
$23.4K +$12.3K +203 +70%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$23K +$28.5K +471 +2,617%
CCG
143
Catalina Capital Group
California
$22.5K +$28.6K +473 New
GM
144
GeoWealth Management
Illinois
$22.3K +$2.18K +36 +8%
RS
145
R Squared
Hong Kong
$20.9K +$26.6K +440 New
JTWM
146
Jackson Thornton Wealth Management
Alabama
$20.8K +$26.5K +438 New
TRCT
147
Tower Research Capital (TRC)
New York
$20.1K +$2.66K +44 +12%
SG Americas Securities
148
SG Americas Securities
New York
$20K -$31.2K -516 -55%
AB
149
Amalgamated Bank
New York
$20K
FFA
150
Frazier Financial Advisors
Ohio
$19.3K

AGL Hedge Fund Activity: Q4 2024 in Review

184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2024, worth a combined $791M — down 53% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AGL and 37 opened new positions — a net loss of 21 holders — while 56 trimmed existing stakes and 61 added.

The largest buyer was Capital International Investors, adding an estimated $22.6M. The largest seller was Fidelity Investments, cutting an estimated $50.8M.

  • 184 institutional investors held Agilon Health (AGL) as of Q4 2024, down from 209 in Q3 2024.
  • Funds reported $791M of Agilon Health stock for Q4 2024, down 53% quarter-over-quarter.
  • 37 funds opened new Agilon Health positions in Q4 2024 and 58 closed out, a net change of -21 holders.
  • The largest Agilon Health buyer in Q4 2024 was Capital International Investors, an estimated $22.6M added.
  • The largest Agilon Health seller in Q4 2024 was Fidelity Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2024.