We are live on ! Find out more

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
Citigroup
251
Citigroup
New York
$5.88K -$37.6K -4,915 -87%
AAP
252
Arax Advisory Partners
Colorado
$5.65K -$151K -19,809 -96%
PS
253
Pinney & Scofield
Massachusetts
$5.5K
SIS
254
Sound Income Strategies
Florida
$5.19K +$3.59K +470 +225%
VWWMG
255
Vermillion & White Wealth Management Group
Pennsylvania
$5.17K +$5.13K +671 New
FC
256
Financial Consulate
Maryland
$4.82K +$54 +7 +1%
JWA
257
JFS Wealth Advisors
Pennsylvania
$4.35K
GSWM
258
Golden State Wealth Management
California
$4.31K
CPG
259
Cornerstone Planning Group
New Jersey
$4.27K +$3.8K +497 +938%
SL
260
Salomon & Ludwin
Virginia
$3.88K -$1.65K -216 -31%
MIM
261
MTM Investment Management
South Carolina
$3.86K
OWP
262
ORG Wealth Partners
Texas
$3.7K
CT
263
Caldwell Trust
Florida
$3.62K
SPIA
264
Steward Partners Investment Advisory
New York
$3.35K
GAFA
265
Garton & Associates Financial Advisors
Kentucky
$3.21K +$3.18K +416 New
NA
266
NewEdge Advisors
Louisiana
$3.17K -$31 -4 -1%
JEST
267
JTC Employer Solutions Trustee
Jersey
$3K
SJIM
268
St. Johns Investment Management
Florida
$2.73K
CA
269
Crewe Advisors
Utah
$2.6K
CFM
270
Cornerstone Financial Management
Massachusetts
$2.5K +$2.48K +324 New
BGAI
271
Bruce G. Allen Investments
Colorado
$2.24K +$245 +32 +12%
GKIM
272
GW&K Investment Management
Massachusetts
$2K
PWA
273
Physician Wealth Advisors
Utah
$1.7K +$719 +94 +75%
RFP
274
Root Financial Partners
California
$1.66K +$1.02K +133 +162%
WSFS
275
Wilmington Savings Fund Society
Delaware
$1.47K +$1.45K +190 New

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.