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267 hedge funds and large institutions have $1.44B invested in Aegon in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

64% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $1.26B → $1.44B (+$180M)

4% more funds holding

Funds holding: 256267 (+11)

0.47% more ownership

Funds ownership: 11.53%12% (+0.47%)

13% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.67M

Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
105
Reduced
64
Closed
23
Calls
$1.46M
Puts
$1.67M
Net Calls
-$212K
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$691K +$90.6K +13,551 +17%
Stifel Financial
77
Stifel Financial
Missouri
$690K +$3.7K +554 +0.6%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$668K +$19.5K +2,921 +3%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$660K +$21.4K +3,201 +4%
OFP
80
OLIO Financial Planning
Virginia
$609K
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$581K +$67.9K +10,155 +14%
SG Americas Securities
82
SG Americas Securities
New York
$549K +$25.2K +3,770 +5%
CL
83
Choreo LLC
Illinois
$479K -$71.2K -10,658 -14%
KAS
84
Kestra Advisory Services
Texas
$462K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$457K +$340K +50,805 +426%
JSC
86
Jackson Square Capital
California
$454K +$103K +15,340 +32%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$453K -$2.63K -394 -0.6%
First Trust Advisors
88
First Trust Advisors
Illinois
$441K -$148K -22,109 -27%
ECM
89
Evergreen Capital Management
Washington
$435K -$17.1K -2,554 -4%
BP
90
Ballentine Partners
Massachusetts
$422K -$154K -23,041 -28%
HCMT
91
Highland Capital Management (Tennessee)
Tennessee
$415K -$16.5K -2,465 -4%
MIM
92
Miller Investment Management
Pennsylvania
$413K
Macquarie Group
93
Macquarie Group
Australia
$412K +$380K +56,870 New
AI
94
Atria Investments
North Carolina
$385K +$4.32K +646 +1%
RWM
95
Ritholtz Wealth Management
New York
$357K +$261 +39 +0.1%
CFO
96
Callan Family Office
Pennsylvania
$345K +$318K +47,586 New
DAS
97
Diversify Advisory Services
Utah
$335K +$70.4K +10,535 +31%
CA
98
Clearstead Advisors
Ohio
$331K -$515 -77 -0.2%
EI
99
Ellevest Inc
New York
$328K -$43.4K -6,496 -13%
PSP
100
Principal Street Partners
Tennessee
$325K +$150K +22,469 +100%

AEG Hedge Fund Activity: Q2 2025 in Review

267 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2025, worth a combined $1.44B — up 14% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AEG positions and 23 closed out — a net gain of 16 holders — while 105 added to existing stakes and 64 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $71.7M. The largest seller was Dodge & Cox, cutting an estimated $193M.

  • 267 institutional investors held Aegon (AEG) as of Q2 2025, up from 256 in Q1 2025.
  • Funds reported $1.44B of Aegon stock for Q2 2025, up 14% quarter-over-quarter.
  • 39 funds opened new Aegon positions in Q2 2025 and 23 closed out, a net change of +16 holders.
  • The largest Aegon buyer in Q2 2025 was Arrowstreet Capital, an estimated $71.7M added.
  • The largest Aegon seller in Q2 2025 was Dodge & Cox, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2025.