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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
CL
76
Choreo LLC
Illinois
$493K -$183K -28,550 -28%
Jane Street
77
Jane Street
New York
$478K -$1.56M -243,925 -77%
SG Americas Securities
78
SG Americas Securities
New York
$475K -$14.5K -2,269 -3%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$462K +$1.23K +192 +0.3%
FB
80
Fulton Bank
Pennsylvania
$434K -$9.96K -1,557 -2%
KAS
81
Kestra Advisory Services
Texas
$420K -$27.1K -4,242 -6%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$415K +$28.5K +4,453 +8%
FC
83
FORA Capital
Florida
$411K +$399K +62,404 New
ECM
84
Evergreen Capital Management
Washington
$404K +$104K +16,338 +36%
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$394K -$26.9K -4,200 -7%
MIM
86
Miller Investment Management
Pennsylvania
$376K
AI
87
Atria Investments
North Carolina
$346K +$40.7K +6,365 +14%
EI
88
Ellevest Inc
New York
$342K -$29.8K -4,658 -8%
RWM
89
Ritholtz Wealth Management
New York
$325K
JSC
90
Jackson Square Capital
California
$312K +$303K +47,404 New
CA
91
Clearstead Advisors
Ohio
$302K +$492 +77 +0.2%
CG
92
Caprock Group
Idaho
$300K +$38.3K +5,992 +15%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$289K -$4.26K -666 -1%
Corient Private Wealth
94
Corient Private Wealth
Florida
$277K -$94.9K -14,834 -26%
VCM
95
Versant Capital Management
Arizona
$266K +$256K +40,080 +17,502%
CCIA
96
Campbell & Co Investment Adviser
Maryland
$261K +$121K +18,988 +92%
CPBTD
97
Central Pacific Bank - Trust Division
Hawaii
$256K
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$254K -$4.56K -713 -2%
AAM
99
AR Asset Management
California
$242K
LCGC
100
Legacy Capital Group California
California
$241K +$15.6K +2,442 +7%

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.