255 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, 86 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
86
Reduced
69
Closed
21
Calls
$371K
Puts
$1.52M
Net Calls
-$1.15M
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Shares
Change %
LCGC
101
Legacy Capital Group California
California
$241K +$16.1K +2,442 +7%
CIM
102
Contravisory Investment Management
Massachusetts
$231K +$8.36K +1,269 +4%
DAS
103
Diversify Advisory Services
Utah
$225K +$52.4K +8,035 +30%
SAM
104
Smartleaf Asset Management
Massachusetts
$220K +$159K +24,094 +262%
GCM
105
Graham Capital Management
Connecticut
$216K -$4.05K -614 -2%
CA
106
Claro Advisors
Massachusetts
$208K +$14.2K +2,159 +7%
JWCA
107
J.W. Cole Advisors
Florida
$208K +$208K +31,557 New
CSP
108
Cary Street Partners
Virginia
$207K -$24.5K -3,715 -11%
UCFA
109
United Capital Financial Advisors
Texas
$195K +$20 +3 +0%
AWS
110
Atria Wealth Solutions
New York
$194K
Truist Financial
111
Truist Financial
North Carolina
$194K +$4.67K +709 +2%
SC
112
Syon Capital
California
$193K +$67.2K +10,201 +54%
Franklin Resources
113
Franklin Resources
California
$187K +$1.71K +259 +0.9%
FIM
114
Freedom Investment Management
Connecticut
$185K -$2.64K -401 -1%
NRI
115
NFP Retirement Inc
California
$184K
SA
116
Shilanski & Associates
Alaska
$171K +$171K +25,898 New
PCS
117
Personal CFO Solutions
New Jersey
$158K +$2.7K +410 +2%
PCIA
118
Prime Capital Investment Advisors
Kansas
$154K -$1.3K -197 -0.8%
PSP
119
Principal Street Partners
Tennessee
$148K
BHPW
120
Beverly Hills Private Wealth
California
$147K +$3.18K +483 +2%
SFA
121
Sequoia Financial Advisors
Ohio
$146K -$3.11K -472 -2%
SRC
122
Sage Rhino Capital
California
$142K -$7.53K -1,142 -5%
KPWS
123
Kestra Private Wealth Services
Texas
$142K +$3.95K +600 +3%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$138K
SYBT
125
Stock Yards Bank & Trust
Kentucky
$138K -$70.6K -10,717 -34%