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281 hedge funds and large institutions have $1.5B invested in Aegon in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.7M

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

5% more funds holding

Funds holding: 267281 (+14)

4% more capital invested

Capital invested by funds: $1.44B → $1.5B (+$62.2M)

0.65% less ownership

Funds ownership: 12%11.34% (-0.65%)

Holders
281
Holders Change
+14
Holders Change %
+5.24%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
104
Reduced
74
Closed
24
Calls
$2.88M
Puts
$1.7M
Net Calls
+$1.18M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$780K -$45K -6,027 -6%
Stifel Financial
77
Stifel Financial
Missouri
$767K +$5.03K +673 +0.7%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$719K -$8.56K -1,147 -1%
WA
79
Wealthstar Advisors
Texas
$673K -$95.1K -12,735 -13%
OFP
80
OLIO Financial Planning
Virginia
$672K
EGM
81
Engineers Gate Manager
New York
$635K +$339K +45,352 +133%
SG Americas Securities
82
SG Americas Securities
New York
$626K +$19K +2,545 +3%
ECM
83
Evergreen Capital Management
Washington
$601K +$123K +16,505 +28%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$563K -$163K -21,775 -24%
SC
85
Syon Capital
California
$558K +$292K +39,104 +127%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$556K +$52.2K +6,993 +11%
HFS
87
Hantz Financial Services
Michigan
$548K +$300K +40,113 +141%
CL
88
Choreo LLC
Illinois
$520K +$6.84K +916 +1%
BCM
89
Bayesian Capital Management
New York
$511K +$478K +64,000 New
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$501K +$174K +23,342 +59%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$490K -$1.41K -189 -0.3%
HCMT
92
Highland Capital Management (Tennessee)
Tennessee
$483K +$23.5K +3,150 +5%
BP
93
Ballentine Partners
Massachusetts
$474K +$7.39K +990 +2%
KAS
94
Kestra Advisory Services
Texas
$473K -$34.2K -4,584 -7%
MIM
95
Miller Investment Management
Pennsylvania
$456K
CG
96
Caprock Group
Idaho
$437K +$419K +56,135 New
AI
97
Atria Investments
North Carolina
$424K -$1.37K -184 -0.3%
S
98
SimplyRich
California
$395K +$98.1K +13,137 +36%
RWM
99
Ritholtz Wealth Management
New York
$394K -$119 -16 -0%
IC
100
IEQ Capital
California
$394K +$195K +26,181 +113%

AEG Hedge Fund Activity: Q3 2025 in Review

281 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2025, worth a combined $1.5B — up 4.3% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AEG positions and 24 closed out — a net gain of 15 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was Optiver Holding, opening a new position worth an estimated $16.8M. The largest seller was Arrowstreet Capital, cutting an estimated $30.3M.

  • 281 institutional investors held Aegon (AEG) as of Q3 2025, up from 267 in Q2 2025.
  • Funds reported $1.5B of Aegon stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 39 funds opened new Aegon positions in Q3 2025 and 24 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q3 2025 was Optiver Holding, an estimated $16.8M added.
  • The largest Aegon seller in Q3 2025 was Arrowstreet Capital, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2025.