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Agilon Health

192 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, 49 increasing their positions, 58 reducing their positions, and 45 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:

2.57% less ownership

Funds ownership: 92.1%89.52% (-2.6%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

35% less capital invested

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

Holders
192
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
PP
126
PDS Planning
Ohio
$14.5K
CPIG
127
Chicago Partners Investment Group
Illinois
$14.3K
CWM
128
CIBC World Markets
New York
$14.1K
WS
129
Wedbush Securities
California
$14K
Mackenzie Financial
130
Mackenzie Financial
Ontario, Canada
$13.9K
EPW
131
Evolve Private Wealth
California
$13.5K
Prudential Financial
132
Prudential Financial
New Jersey
$13.5K
AC
133
Avestar Capital
New York
$13.4K
AWA
134
Arkadios Wealth Advisors
Georgia
$13.4K
California State Teachers Retirement System (CalSTRS)
135
California State Teachers Retirement System (CalSTRS)
California
$13.1K
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$13K
WCP
137
Wealthcare Capital Partners
Pennsylvania
$12.6K
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6K
PAG
139
Poinciana Advisors Group
Florida
$12.6K
EFG
140
Everhart Financial Group
Ohio
$12.6K
Principal Financial Group
141
Principal Financial Group
Iowa
$12.6K
RFP
142
Root Financial Partners
California
$12.3K
NI
143
Natural Investments
California
$12K
PPW
144
Parcion Private Wealth
Washington
$11.8K
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$11.7K
AHL
146
Abel Hall LLC
Louisiana
$11.7K
WA
147
Waverly Advisors
Alabama
$10.8K
KCP
148
Kera Capital Partners
California
$10.1K
CFM
149
Catalyst Funds Management
Australia
$9.92K
KRW
150
Kaufman Rossin Wealth
Florida
$9.49K