We are live on ! Find out more
AGL icon

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
AIP
126
Ameritas Investment Partners
Nebraska
$131K
SFA
127
Sequoia Financial Advisors
Ohio
$119K +$348 +4 +0.4%
PP
128
PDS Planning
Ohio
$107K -$4.53K -52 -5%
Principal Financial Group
129
Principal Financial Group
Iowa
$107K -$10.2K -117 -11%
FCBT
130
First Citizens Bank & Trust
North Carolina
$104K
Prudential Financial
131
Prudential Financial
New Jersey
$104K +$870 +10 +1%
X
132
Xponance
Pennsylvania
$102K +$5.83K +67 +8%
SFS
133
Symphony Financial Services
Ohio
$99.6K
HNB
134
Huntington National Bank
Ohio
$94.8K
PPA
135
Pilgrim Partners Asia
Singapore
$93.5K -$34.8K -400 -32%
BWCS
136
Beirne Wealth Consulting Services
Connecticut
$93.1K +$74.8K +860 New
WS
137
Wedbush Securities
California
$90K
YC
138
Yarbrough Capital
Tennessee
$87.2K -$52.9K -608 -43%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$85K -$4.09K -47 -6%
Mackenzie Financial
140
Mackenzie Financial
Ontario, Canada
$84.6K -$72.8K -837 -52%
AC
141
Avestar Capital
New York
$84.6K +$18.1K +208 +36%
S
142
SignatureFD
Georgia
$79.9K +$14.1K +162 +28%
EFG
143
Everhart Financial Group
Ohio
$79K
Raymond James Financial
144
Raymond James Financial
Florida
$74.4K -$783 -9 -1%
SFS
145
Summit Financial Strategies
Ohio
$71.7K
KBC Group
146
KBC Group
Belgium
$70K +$56.4K +648 New
PCA
147
Pallas Capital Advisors
Massachusetts
$66.3K +$53.4K +613 New
RWP
148
Ridgecrest Wealth Partners
California
$65K +$52.2K +600 New
GCM
149
G2 Capital Management
Ohio
$60.2K
HC
150
Hamilton Capital
Ohio
$58.1K

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.