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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
Optiver Holding
176
Optiver Holding
Netherlands
$6.85K +$3.31K +38 +152%
AssetMark Inc
177
AssetMark Inc
California
$3.78K +$3.05K +35 New
PA
178
Parallel Advisors
California
$3.59K +$2.26K +26 +371%
TWD
179
True Wealth Design
Ohio
$3.31K +$2.7K +31 New
AF
180
Allworth Financial
California
$3.25K +$2.44K +28 +467%
RIL
181
Rothschild Investment LLC
Illinois
$2.77K +$1.39K +16 +160%
SW
182
SVB Wealth
Massachusetts
$2.72K +$2.18K +25 New
EWA
183
EverSource Wealth Advisors
Alabama
$2.05K +$1.22K +14 +280%
SS
184
SBI Securities
Japan
$1.97K +$174 +2 +13%
Comerica Bank
185
Comerica Bank
Texas
$1.58K -$22.1K -254 -94%
SCM
186
Sterling Capital Management
North Carolina
$1.38K
Osaic Holdings
187
Osaic Holdings
Arizona
$1.34K +$87 +1 +9%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.26K +$1.04K +12 New
SC
189
SouthState Corp
Florida
$1.13K +$870 +10 New
Bessemer Group
190
Bessemer Group
New Jersey
$1K +$696 +8 New
MCA
191
Midwest Capital Advisors
Michigan
$940
AF
192
Atala Financial
California
$866
SC
193
Stephens Consulting
Michigan
$369 +$261 +3 New
IA
194
IFP Advisors
Florida
$229 -$435 -5 -71%
CA
195
CoreCap Advisors
Michigan
$221 +$174 +2 New
PWMG
196
Prestige Wealth Management Group
New Jersey
$130
CA
197
Continuum Advisory
Idaho
$74
HWA
198
HHM Wealth Advisors
Tennessee
$18
QC
199
Quent Capital
New York
$9
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$4 -$4.87K -56 Closed

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.