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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
CDR
1
Clayton Dubilier & Rice
New York
$433M
Capital World Investors
2
Capital World Investors
California
$231M +$24.7M +283,948 +15%
Morgan Stanley
3
Morgan Stanley
New York
$225M -$14.6M -168,160 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$131M -$2.88M -33,066 -3%
BlackRock
5
BlackRock
New York
$107M +$3.2M +36,731 +4%
Capital International Investors
6
Capital International Investors
California
$96.7M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$82.7M +$41.4M +476,130 +165%
N
8
Nuveen
North Carolina
$76.7M +$11M +126,614 +388%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$64.9M -$131M -1,503,704 -71%
Citadel Advisors
10
Citadel Advisors
Florida
$34.1M +$10.2M +116,899 +59%
State Street
11
State Street
Massachusetts
$32M -$1.25M -14,354 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.2M +$172K +1,971 +0.7%
RSCM
13
Rock Springs Capital Management
Maryland
$30.1M -$1.79M -20,532 -7%
RF
14
Rubicon Founders
Tennessee
$26.8M +$21.6M +247,611 New
Goldman Sachs
15
Goldman Sachs
New York
$21.9M +$1.2M +13,826 +7%
Charles Schwab
16
Charles Schwab
California
$21.4M +$1.39M +15,921 +9%
Bank of America
17
Bank of America
North Carolina
$15.6M +$1.07M +12,345 +9%
Millennium Management
18
Millennium Management
New York
$15M -$13M -149,755 -52%
Northern Trust
19
Northern Trust
Illinois
$12.3M -$409K -4,705 -4%
CP
20
CenterBook Partners
Connecticut
$8.31M +$6.69M +76,811 New
AG
21
Algert Global
California
$7.34M -$1.44M -16,548 -20%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.08M +$4.82M +55,405 +555%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$6.59M +$11.7K +135 +0.2%
UBS Group
24
UBS Group
Switzerland
$6.52M +$664K +7,626 +14%
Amundi
25
Amundi
France
$5.94M +$1.7M +19,576 +49%

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.