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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
CIM
101
Contravisory Investment Management
Massachusetts
$231K +$8.11K +1,269 +4%
DAS
102
Diversify Advisory Services
Utah
$225K +$51.4K +8,035 +30%
SC
103
Savant Capital
Illinois
$224K -$24.4K -3,821 -10%
SAM
104
Smartleaf Asset Management
Massachusetts
$220K +$154K +24,094 +262%
GCM
105
Graham Capital Management
Connecticut
$216K -$3.93K -614 -2%
CA
106
Claro Advisors
Massachusetts
$208K +$13.8K +2,159 +7%
JWCA
107
J.W. Cole Advisors
Florida
$208K +$202K +31,557 New
CSP
108
Cary Street Partners
Virginia
$207K -$23.8K -3,715 -11%
UCFA
109
United Capital Financial Advisors
Texas
$195K +$19 +3 +0%
AWS
110
Atria Wealth Solutions
New York
$194K
Truist Financial
111
Truist Financial
North Carolina
$194K +$4.53K +709 +2%
SC
112
Syon Capital
California
$193K +$65.2K +10,201 +54%
Franklin Resources
113
Franklin Resources
California
$187K +$1.66K +259 +0.9%
FIM
114
Freedom Investment Management
Connecticut
$185K -$2.56K -401 -1%
NRI
115
NFP Retirement Inc
California
$184K
SA
116
Shilanski & Associates
Alaska
$171K +$166K +25,898 New
PCS
117
Personal CFO Solutions
New Jersey
$158K +$2.62K +410 +2%
PCIA
118
Prime Capital Investment Advisors
Kansas
$154K -$1.26K -197 -0.8%
PSP
119
Principal Street Partners
Tennessee
$148K
BHPW
120
Beverly Hills Private Wealth
California
$147K +$3.09K +483 +2%
SFA
121
Sequoia Financial Advisors
Ohio
$146K -$3.02K -472 -2%
SRC
122
Sage Rhino Capital
California
$142K -$7.3K -1,142 -5%
KPWS
123
Kestra Private Wealth Services
Texas
$142K +$3.84K +600 +3%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$138K
SYBT
125
Stock Yards Bank & Trust
Kentucky
$138K -$68.5K -10,717 -34%

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.