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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
Stifel Financial
76
Stifel Financial
Missouri
$762K +$21.6K +2,829 +3%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$737K -$15.7K -2,055 -2%
Corient Private Wealth
78
Corient Private Wealth
Florida
$708K +$348K +45,491 +98%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$670K -$117K -15,240 -15%
WA
80
Wealthstar Advisors
Texas
$657K +$7.36K +962 +1%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$642K -$51.6K -6,749 -8%
BIG
82
Brooklyn Investment Group
New York
$624K +$361K +47,158 +142%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$609K +$64.4K +8,423 +12%
SC
84
Syon Capital
California
$602K +$63.3K +8,276 +12%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$579K +$83.3K +10,893 +17%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$562K +$557K +72,844 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$552K -$721K -94,279 -57%
SG Americas Securities
88
SG Americas Securities
New York
$551K -$52.4K -6,851 -9%
OFP
89
OLIO Financial Planning
Virginia
$547K -$100K -13,140 -16%
ECM
90
Evergreen Capital Management
Washington
$522K -$57.4K -7,505 -10%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$521K +$37.3K +4,879 +8%
IC
92
IEQ Capital
California
$512K +$131K +17,137 +35%
CG
93
Caprock Group
Idaho
$509K +$75.6K +9,895 +18%
ET
94
Entropy Technologies
New York
$498K +$494K +64,601 New
HFS
95
Hantz Financial Services
Michigan
$492K -$36.2K -4,735 -7%
CI
96
Cambiar Investors
Colorado
$490K +$486K +63,600 New
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$482K -$54.5K -7,124 -10%
RWM
98
Ritholtz Wealth Management
New York
$482K +$100K +13,136 +27%
KAS
99
Kestra Advisory Services
Texas
$469K +$12.8K +1,672 +3%
GCM
100
Graham Capital Management
Connecticut
$452K -$339K -44,323 -43%

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.