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Aegon
AEG

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: 267 → 281 (+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

Top Buyers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
+$16.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$15.9M
3
AA
ABC Arbitrage
France
+$15.5M
4
AIP
Arrowpoint Investment Partners
Singapore
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$30.3M
2
Dodge & Cox
Dodge & Cox
California
-$22.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$21.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$3.48K – – –
NA
252
NewEdge Advisors
Louisiana
$3.32K +$142 +19 +5%
JEST
253
JTC Employer Solutions Trustee
Jersey
$3K – – –
SJIM
254
St. Johns Investment Management
Florida
$2.83K – – –
CA
255
Crewe Advisors
Utah
$2.69K +$2.52K +337 New
CFD
256
Creative Financial Designs
Indiana
$2.28K +$2.13K +285 New
WANY
257
Wealthspire Advisors (New York)
New York
$2.17K +$2.03K +272 New
BGAI
258
Bruce G. Allen Investments
Colorado
$2.07K -$1.15K -154 -37%
SWM
259
Spire Wealth Management
Virginia
$2.06K – – –
GKIM
260
GW&K Investment Management
Massachusetts
$2K – – –
SIS
261
Sound Income Strategies
Florida
$1.61K +$1.56K +209 New
AIM
262
Anchor Investment Management
South Carolina
$1.47K – – –
PWA
263
Physician Wealth Advisors
Utah
$1.01K – – –
BI
264
Binnacle Investments
Iowa
$975 – – –
ZBNA
265
Zions Bancorporation, National Association
Utah
$839 – – –
HWP
266
Highline Wealth Partners
California
$815 – – –
PWA
267
Principia Wealth Advisory
Texas
$727 +$441 +59 +184%
RFP
268
Root Financial Partners
California
$655 +$612 +82 New
AF
269
Advisornet Financial
Minnesota
$575 – – –
MPW
270
MASECO Private Wealth
$492 +$15 +2 +3%
TFA
271
Transamerica Financial Advisors
Florida
$344 +$321 +43 New
PCFFS
272
Pacific Center for Financial Services
California
$288 – – –
CFO
273
CVA Family Office
Colorado
$256 – – –
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$216 – – –
KG
275
Kilter Group
New York
$200 +$187 +25 New
9 10
11
12 13

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.