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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
QCG
51
Quadrant Capital Group
Ohio
$1.6M +$20.3K +2,661 +1%
LPL Financial
52
LPL Financial
California
$1.58M +$217K +28,368 +16%
Mariner
53
Mariner
Kansas
$1.54M +$53.4K +6,979 +4%
Capital Fund Management (CFM)
54
Capital Fund Management (CFM)
France
$1.54M -$619K -81,025 -29%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.53M -$54.4K -7,117 -3%
LNWTC
56
Laird Norton Wetherby Trust Company
Washington
$1.47M +$1.46M +190,492 New
FMI
57
Factory Mutual Insurance
Massachusetts
$1.31M -$377K -49,262 -23%
Wells Fargo
58
Wells Fargo
California
$1.29M -$59.1K -7,730 -4%
DWA
59
Dorsey Wright & Associates
California
$1.28M +$35.7K +4,669 +3%
Cerity Partners
60
Cerity Partners
New York
$1.25M +$172K +22,551 +16%
CGH
61
Crossmark Global Holdings
Texas
$1.21M -$93K -12,165 -7%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.18M +$105K +13,682 +10%
GT
63
Greenleaf Trust
Michigan
$1.18M +$2.64K +345 +0.2%
DWM
64
Diversify Wealth Management
Utah
$1.17M +$29.8K +3,901 +3%
VPIM
65
Vanguard Personalized Indexing Management
California
$1.15M +$27.9K +3,647 +3%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.09M +$259K +33,836 +31%
CCIA
67
Campbell & Co Investment Adviser
Maryland
$1.08M -$22.6K -2,951 -2%
CFO
68
Callan Family Office
Pennsylvania
$942K +$586K +76,588 +168%
S
69
SignatureFD
Georgia
$926K +$8.36K +1,093 +0.9%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$899K -$40.1K -5,251 -4%
QT
71
Quantbot Technologies
New York
$892K -$273K -35,684 -24%
SSA
72
Schonfeld Strategic Advisors
New York
$891K +$763K +99,744 +628%
AI
73
AdvisorShares Investments
Maryland
$857K +$23.4K +3,057 +3%
S
74
SimplyRich
California
$856K +$471K +61,604 +124%
AWP
75
Abacus Wealth Partners
California
$843K +$836K +109,385 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.