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300 hedge funds and large institutions have $1.25B invested in Aegon in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 113 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $834K

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

53% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 74

7% more funds holding

Funds holding: 281300 (+19)

1.08% less ownership

Funds ownership: 11.34%10.27% (-1.1%)

17% less capital invested

Capital invested by funds: $1.5B → $1.25B (-$253M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
113
Reduced
74
Closed
25
Calls
$1.81M
Puts
$834K
Net Calls
+$973K
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$22.7K +$4.93K +645 +28%
BBHC
227
Brown Brothers Harriman & Co
New York
$22.6K +$22.4K +2,932 New
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$22.5K +$6.9K +902 +45%
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$20K +$8.41K +1,100 +73%
WBWA
230
William B. Walkup & Associates
South Carolina
$16.1K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$14.8K
HI
232
Harbour Investments
Wisconsin
$14.7K -$2.65K -346 -15%
TWD
233
True Wealth Design
Ohio
$14.1K +$2.88K +376 +26%
MA
234
Montag & Associates
Georgia
$13.4K
LWCFA
235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.4K
CWM
236
Copia Wealth Management
Oregon
$12.1K
SIC
237
SJS Investment Consulting
Ohio
$10K +$9.96K +1,303 New
SAG
238
SageView Advisory Group
California
$10K +$9.95K +1,301 New
TCM
239
Triumph Capital Management
Colorado
$10K +$9.94K +1,300 New
MCM
240
Manchester Capital Management
Vermont
$9.71K +$1.47K +192 +18%
CYG
241
Clean Yield Group
Vermont
$9.71K
EWM
242
Evermay Wealth Management
Virginia
$9.63K
TWC
243
TD Waterhouse Canada
Ontario, Canada
$9.24K
AssetMark Inc
244
AssetMark Inc
California
$8.54K +$642 +84 +8%
W
245
WealthCollab
Washington
$8.51K
MCM
246
MAI Capital Management
Ohio
$8.48K
EP
247
Essential Partners
California
$7.97K -$8.18K -1,070 -51%
UB
248
UMB Bank
Missouri
$7.72K -$8.39K -1,097 -52%
GG
249
Gleason Group
Kentucky
$7.71K +$7.64K +1,000 New
PFA
250
Pillar Financial Advisors
Kentucky
$7.17K

AEG Hedge Fund Activity: Q4 2025 in Review

300 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2025, worth a combined $1.25B — down 17% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AEG positions and 25 closed out — a net gain of 25 holders — while 113 added to existing stakes and 74 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $7.42M. The largest seller was Dodge & Cox, cutting an estimated $117M.

  • 300 institutional investors held Aegon (AEG) as of Q4 2025, up from 281 in Q3 2025.
  • Funds reported $1.25B of Aegon stock for Q4 2025, down 17% quarter-over-quarter.
  • 50 funds opened new Aegon positions in Q4 2025 and 25 closed out, a net change of +25 holders.
  • The largest Aegon buyer in Q4 2025 was Dimensional Fund Advisors, an estimated $7.42M added.
  • The largest Aegon seller in Q4 2025 was Dodge & Cox, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2025.