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256 hedge funds and large institutions have $1.26B invested in Aegon in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $1.06B → $1.26B (+$191M)

1% more funds holding

Funds holding: 254256 (+2)

0.59% more ownership

Funds ownership: 10.94%11.53% (+0.59%)

76% less call options, than puts

Call options by funds: $371K | Put options by funds: $1.52M

Holders
256
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
85
Reduced
70
Closed
23
Calls
$371K
Puts
$1.52M
Net Calls
-$1.15M
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.36M -$25.7K -4,023 -1%
Creative Planning
27
Creative Planning
Kansas
$2.28M -$19.6K -3,061 -0.9%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$2.12M +$28K +4,383 +1%
QCM
29
Quantinno Capital Management
New York
$2.02M +$1.43M +223,831 +272%
EI
30
Ethic Inc
New York
$2.01M -$214K -33,536 -10%
ERSOT
31
Employees Retirement System of Texas
Texas
$1.91M
DWA
32
Dorsey Wright & Associates
California
$1.9M -$152K -23,830 -8%
VA
33
Vident Advisory
Georgia
$1.81M +$228K +35,619 +15%
Optiver Holding
34
Optiver Holding
Netherlands
$1.78M -$3.17M -496,047 -65%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$1.68M +$334K +52,174 +26%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.51M -$12.9K -2,015 -0.9%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.49M -$160K -25,086 -10%
Millennium Management
38
Millennium Management
New York
$1.49M -$1.92M -299,548 -57%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.39M -$11.8K -1,842 -0.9%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.37M +$625K +97,767 +89%
QCG
41
Quadrant Capital Group
Ohio
$1.35M +$995K +155,564 +312%
Wells Fargo
42
Wells Fargo
California
$1.2M -$233K -36,367 -17%
HF
43
HRT Financial
New York
$1.17M +$1.14M +177,787 New
Charles Schwab
44
Charles Schwab
California
$1.13M +$233K +36,511 +27%
Mariner
45
Mariner
Kansas
$1.05M +$66.1K +10,334 +7%
Vanguard Group
46
Vanguard Group
Pennsylvania
$1.03M
GT
47
Greenleaf Trust
Michigan
$1.02M
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$960K +$147 +23 +0%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$936K +$151K +23,670 +20%
XT
50
XTX Topco
Cayman Islands
$935K +$201K +31,439 +28%

AEG Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2025, worth a combined $1.26B — up 18% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 23 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $25.1M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.31M sold.

  • 256 institutional investors held Aegon (AEG) as of Q1 2025, up from 254 in Q4 2024.
  • Funds reported $1.26B of Aegon stock for Q1 2025, up 18% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q1 2025 and 23 closed out, a net change of +6 holders.
  • The largest Aegon buyer in Q1 2025 was Arrowstreet Capital, an estimated $25.1M added.
  • The largest Aegon seller in Q1 2025 was Marshall Wace, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.