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256 hedge funds and large institutions have $1.26B invested in Aegon in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $1.06B → $1.26B (+$191M)

1% more funds holding

Funds holding: 254256 (+2)

0.59% more ownership

Funds ownership: 10.94%11.53% (+0.59%)

76% less call options, than puts

Call options by funds: $371K | Put options by funds: $1.52M

Holders
256
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
85
Reduced
70
Closed
23
Calls
$371K
Puts
$1.52M
Net Calls
-$1.15M
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Golden State Wealth Management
California
$3.51K
OWP
227
ORG Wealth Partners
Texas
$3.38K
CT
228
Caldwell Trust
Florida
$3.09K
W
229
WealthCollab
Washington
$3.01K +$1.1K +172 +61%
SPIA
230
Steward Partners Investment Advisory
New York
$2.87K +$364 +57 +15%
SJIM
231
St. Johns Investment Management
Florida
$2.33K
BGAI
232
Bruce G. Allen Investments
Colorado
$2.02K -$403 -63 -17%
GKIM
233
GW&K Investment Management
Massachusetts
$2K -$876 -137 -33%
JEST
234
JTC Employer Solutions Trustee
Jersey
$2K
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$1.71K
SWM
236
Spire Wealth Management
Virginia
$1.7K
WA
237
Whipplewood Advisors
Colorado
$1.46K -$966 -151 -68%
QT
238
Quantbot Technologies
New York
$1.32K -$416K -65,098 -100%
MA
239
Montag & Associates
Georgia
$1.25K
AIM
240
Anchor Investment Management
South Carolina
$1.21K
BI
241
Binnacle Investments
Iowa
$804 +$780 +122 New
WT
242
Whittier Trust
California
$771 -$1.18K -184 -61%
AAP
243
Arax Advisory Partners
Colorado
$765
ZBNA
244
Zions Bancorporation, National Association
Utah
$692 +$671 +105 New
HWP
245
Highline Wealth Partners
California
$672 +$652 +102 New
PA
246
PSI Advisors
Florida
$659
AF
247
Advisornet Financial
Minnesota
$474
AssetMark Inc
248
AssetMark Inc
California
$409
CPG
249
Cornerstone Planning Group
New Jersey
$375 -$1.51K -236 -80%
PCFFS
250
Pacific Center for Financial Services
California
$238

AEG Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2025, worth a combined $1.26B — up 18% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 23 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $25.1M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.31M sold.

  • 256 institutional investors held Aegon (AEG) as of Q1 2025, up from 254 in Q4 2024.
  • Funds reported $1.26B of Aegon stock for Q1 2025, up 18% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q1 2025 and 23 closed out, a net change of +6 holders.
  • The largest Aegon buyer in Q1 2025 was Arrowstreet Capital, an estimated $25.1M added.
  • The largest Aegon seller in Q1 2025 was Marshall Wace, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.