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281 hedge funds and large institutions have $1.5B invested in Aegon in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.7M

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

5% more funds holding

Funds holding: 267281 (+14)

4% more capital invested

Capital invested by funds: $1.44B → $1.5B (+$62.2M)

0.65% less ownership

Funds ownership: 12%11.34% (-0.65%)

Holders
281
Holders Change
+14
Holders Change %
+5.24%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
104
Reduced
74
Closed
24
Calls
$2.88M
Puts
$1.7M
Net Calls
+$1.18M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Copia Wealth Management
Oregon
$12.6K
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$12K -$508 -68 -4%
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.9K
TWD
229
True Wealth Design
Ohio
$11.6K +$10.8K +1,448 New
CYG
230
Clean Yield Group
Vermont
$10.1K
EWM
231
Evermay Wealth Management
Virginia
$9.98K
TWC
232
TD Waterhouse Canada
Ontario, Canada
$9.5K
W
233
WealthCollab
Washington
$8.81K
MCM
234
MAI Capital Management
Ohio
$8.79K -$11.4K -1,530 -58%
CIAM
235
Caitong International Asset Management
Hong Kong
$8.56K +$6.53K +874 +444%
MCM
236
Manchester Capital Management
Vermont
$8.53K
AssetMark Inc
237
AssetMark Inc
California
$8.17K +$1.32K +177 +21%
SIC
238
Salem Investment Counselors
North Carolina
$8.15K
PFA
239
Pillar Financial Advisors
Kentucky
$7.43K
CPG
240
Cornerstone Planning Group
New Jersey
$6.91K -$3.71K -497 -90%
IA
241
IFP Advisors
Florida
$5.79K
PS
242
Pinney & Scofield
Massachusetts
$5.71K
SL
243
Salomon & Ludwin
Virginia
$5.58K +$5.18K +694 +5,783%
FC
244
Financial Consulate
Maryland
$4.94K +$4.62K +618 New
JWA
245
JFS Wealth Advisors
Pennsylvania
$4.51K
GSWM
246
Golden State Wealth Management
California
$4.47K +$202 +27 +5%
MIM
247
MTM Investment Management
South Carolina
$4K
OWP
248
ORG Wealth Partners
Texas
$3.83K
CT
249
Caldwell Trust
Florida
$3.75K
ASN
250
Advisory Services Network
Georgia
$3.49K +$3.26K +437 New

AEG Hedge Fund Activity: Q3 2025 in Review

281 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2025, worth a combined $1.5B — up 4.3% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AEG positions and 24 closed out — a net gain of 15 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was Optiver Holding, opening a new position worth an estimated $16.8M. The largest seller was Arrowstreet Capital, cutting an estimated $30.3M.

  • 281 institutional investors held Aegon (AEG) as of Q3 2025, up from 267 in Q2 2025.
  • Funds reported $1.5B of Aegon stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 39 funds opened new Aegon positions in Q3 2025 and 24 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q3 2025 was Optiver Holding, an estimated $16.8M added.
  • The largest Aegon seller in Q3 2025 was Arrowstreet Capital, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2025.