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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
AC
151
AXQ Capital
New Jersey
$56.3K +$45.3K +520 New
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$55.9K +$1.04K +12 +2%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$54.2K +$43.6K +501 New
TSS
154
Two Sigma Securities
New York
$52.7K +$42.3K +486 New
TRCT
155
Tower Research Capital (TRC)
New York
$51.1K +$4.26K +49 +12%
QCG
156
Quadrant Capital Group
Ohio
$51K +$33.8K +388 +467%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$48.8K +$39.3K +451 New
GF
158
Gabelli Funds
New York
$47.6K +$38.3K +440 New
Neuberger Berman Group
159
Neuberger Berman Group
New York
$46.1K -$10.3K -118 -22%
AB
160
Amalgamated Bank
New York
$45K +$174 +2 +0.5%
FFA
161
Frazier Financial Advisors
Ohio
$43.8K
BG
162
Bahl & Gaynor
Ohio
$43.3K
DB
163
Danske Bank
Denmark
$43.3K
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$41.4K +$23.6K +271 +244%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.1K +$4.18K +48 +19%
AF
166
Advisornet Financial
Minnesota
$31.4K
GM
167
GeoWealth Management
Illinois
$30.7K -$16.2K -186 -40%
LSA
168
Leonteq Securities AG
Switzerland
$23.8K -$23.8K -273 -55%
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$22.1K +$17.1K +197 +2,814%
LC
170
Lindbrook Capital
California
$20.6K +$6.96K +80 +73%
C
171
Covestor
United Kingdom
$13K +$87 +1 +0.8%
US Bancorp
172
US Bancorp
Minnesota
$11.5K +$1.13K +13 +14%
BTI
173
Blue Trust Inc
Georgia
$9.41K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$7.62K +$6K +69 +6,900%
CCM
175
Coldstream Capital Management
Washington
$7.55K +$6.09K +70 New

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.