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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
JP Morgan Chase
51
JP Morgan Chase
New York
$912K +$430K +67,172 +94%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$845K +$8.15K +1,274 +1%
CGH
53
Crossmark Global Holdings
Texas
$831K +$441 +69 +0.1%
S
54
SignatureFD
Georgia
$830K -$20.2K -3,161 -2%
Cerity Partners
55
Cerity Partners
New York
$829K -$82.1K -12,834 -9%
VPIM
56
Vanguard Personalized Indexing Management
California
$793K +$70.3K +10,988 +10%
DWM
57
Diversify Wealth Management
Utah
$787K +$73.7K +11,524 +11%
AI
58
AdvisorShares Investments
Maryland
$681K +$206K +32,209 +46%
LFG
59
Larson Financial Group
Missouri
$660K +$639K +100,000 +119,048%
Ameriprise
60
Ameriprise
Minnesota
$642K +$107K +16,689 +21%
TC
61
TownSquare Capital
Utah
$633K +$42.8K +6,686 +7%
WA
62
Wealthstar Advisors
Texas
$626K -$45.1K -7,047 -7%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$626K -$38.8K -6,072 -6%
Stifel Financial
64
Stifel Financial
Missouri
$625K -$1.74M -271,688 -74%
QCM
65
QRG Capital Management
Illinois
$616K +$32.3K +5,049 +6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$608K +$26.5K +4,146 +5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$589K -$8.41K -1,316 -1%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$579K +$23.5K +3,673 +4%
OFP
69
OLIO Financial Planning
Virginia
$555K
LPL Financial
70
LPL Financial
California
$554K +$76.9K +12,027 +17%
First Trust Advisors
71
First Trust Advisors
Illinois
$547K -$32.1K -5,026 -6%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$539K +$36.2K +5,657 +7%
BP
73
Ballentine Partners
Massachusetts
$536K +$150K +23,438 +40%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$507K +$9.92K +1,551 +2%
AQR Capital Management
75
AQR Capital Management
Connecticut
$498K +$67.7K +10,591 +16%

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.