297 hedge funds and large institutions have $1.24B invested in Aegon in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.1% less ownership

Funds ownership: 11.34%10.24% (-1.1%)

17% less capital invested

Capital invested by funds: $1.5B → $1.24B (-$255M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.81M
Puts
$834K
Net Calls
Net Calls Change

Top Buyers

1 +$7.42M
2 +$4.58M
3 +$3.82M
4
UBS Group
UBS Group
Switzerland
+$3.78M
5
Jane Street
Jane Street
New York
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
251
Sound Income Strategies
Florida
$5.19K
VWWMG
252
Vermillion & White Wealth Management Group
Pennsylvania
$5.17K
FC
253
Financial Consulate
Maryland
$4.82K
JWA
254
JFS Wealth Advisors
Pennsylvania
$4.35K
GSWM
255
Golden State Wealth Management
California
$4.31K
CPG
256
Cornerstone Planning Group
New Jersey
$4.27K
SL
257
Salomon & Ludwin
Virginia
$3.88K
MIM
258
MTM Investment Management
South Carolina
$3.86K
OWP
259
ORG Wealth Partners
Texas
$3.7K
CT
260
Caldwell Trust
Florida
$3.62K
SPIA
261
Steward Partners Investment Advisory
New York
$3.35K
GAFA
262
Garton & Associates Financial Advisors
Kentucky
$3.21K
NA
263
NewEdge Advisors
Louisiana
$3.17K
JEST
264
JTC Employer Solutions Trustee
Jersey
$3K
SJIM
265
St. Johns Investment Management
Florida
$2.73K
CA
266
Crewe Advisors
Utah
$2.6K
CFM
267
Cornerstone Financial Management
Massachusetts
$2.5K
BGAI
268
Bruce G. Allen Investments
Colorado
$2.24K
GKIM
269
GW&K Investment Management
Massachusetts
$2K
PWA
270
Physician Wealth Advisors
Utah
$1.7K
RFP
271
Root Financial Partners
California
$1.66K
WSFS
272
Wilmington Savings Fund Society
Delaware
$1.47K
AIM
273
Anchor Investment Management
South Carolina
$1.42K
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$848
ZBNA
275
Zions Bancorporation, National Association
Utah
$810