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Aegon
AEG

Overview Fund Activity

265 hedge funds and large institutions have $1.43B invested in Aegon in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 22 closing their positions.

Holders
265
Holders Change
+10
Holders Change %
+3.92%
% of All Funds
3.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
104
Reduced
65
Closed
22
Calls
$971K
Puts
$1.27M
Net Calls
-$297K
Net Calls Change
+$851K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$152M
2
Morgan Stanley
2
Morgan Stanley
New York
$91.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$44.7M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$25.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$26.5M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$642M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$27.1M
4
Bank of America
4
Bank of America
North Carolina
$17.2M
5
GWI
5
Grace & White Inc
New York
$9.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$690K 95,356 +554 +0.6%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$668K 92,294 +2,921 +3%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$660K 91,124 +3,201 +4%
OFP
79
OLIO Financial Planning
Virginia
$609K 84,149 – –
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$581K 80,197 +10,155 +14%
SG Americas Securities
81
SG Americas Securities
New York
$549K 75,789 +3,770 +5%
CL
82
Choreo LLC
Illinois
$479K 64,180 -10,658 -14%
KAS
83
Kestra Advisory Services
Texas
$462K 63,767 – –
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$457K 62,729 +50,805 +426%
JSC
85
Jackson Square Capital
California
$454K 62,744 +15,340 +32%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$453K 62,634 -394 -0.6%
First Trust Advisors
87
First Trust Advisors
Illinois
$441K 60,844 -22,109 -27%
ECM
88
Evergreen Capital Management
Washington
$435K 58,760 -2,554 -4%
BP
89
Ballentine Partners
Massachusetts
$422K 58,306 -23,041 -28%
HCMT
90
Highland Capital Management (Tennessee)
Tennessee
$415K 57,362 -2,465 -4%
MIM
91
Miller Investment Management
Pennsylvania
$413K 57,015 – –
Macquarie Group
92
Macquarie Group
Australia
$412K 56,870 +56,870 New
AI
93
Atria Investments
North Carolina
$385K 53,206 +646 +1%
RWM
94
Ritholtz Wealth Management
New York
$357K 49,367 +39 +0.1%
CFO
95
Callan Family Office
Pennsylvania
$345K 47,586 +47,586 New
DAS
96
Diversify Advisory Services
Utah
$335K 45,019 +10,535 +31%
CA
97
Clearstead Advisors
Ohio
$331K 45,710 -77 -0.2%
EI
98
Ellevest Inc
New York
$328K 45,351 -6,496 -13%
PSP
99
Principal Street Partners
Tennessee
$325K 44,938 +22,469 +100%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$319K 44,065 +227 +0.5%
2 3
4
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