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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$319K +$1.52K +227 +0.5%
LCGC
102
Legacy Capital Group California
California
$308K +$40.2K +6,020 +16%
Corient Private Wealth
103
Corient Private Wealth
Florida
$299K -$5.6K -838 -2%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$293K +$103K +15,425 +61%
VCM
105
Versant Capital Management
Arizona
$291K -$829 -124 -0.3%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$285K +$5.84K +874 +2%
CIM
107
Contravisory Investment Management
Massachusetts
$270K +$14.9K +2,234 +6%
AAM
108
AR Asset Management
California
$266K
S
109
SimplyRich
California
$263K +$243K +36,345 New
EGM
110
Engineers Gate Manager
New York
$247K +$228K +34,128 New
BIG
111
Brooklyn Investment Group
New York
$246K +$204K +30,516 +873%
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$246K -$32.1K -4,800 -12%
JWCA
113
J.W. Cole Advisors
Florida
$228K
SC
114
Syon Capital
California
$222K +$9.63K +1,440 +5%
FB
115
Fulton Bank
Pennsylvania
$221K -$236K -35,372 -54%
CSP
116
Cary Street Partners
Virginia
$219K -$7.31K -1,093 -3%
Truist Financial
117
Truist Financial
North Carolina
$218K +$4.47K +669 +2%
IWC
118
Integrated Wealth Concepts
Massachusetts
$214K +$197K +29,501 New
KPWS
119
Kestra Private Wealth Services
Texas
$206K +$46.8K +7,000 +33%
HFS
120
Hantz Financial Services
Michigan
$206K +$181K +27,033 +1,860%
NRI
121
NFP Retirement Inc
California
$202K
SAM
122
Smartleaf Asset Management
Massachusetts
$198K -$39.2K -5,867 -18%
Franklin Resources
123
Franklin Resources
California
$198K -$6.82K -1,020 -4%
FIM
124
Freedom Investment Management
Connecticut
$197K -$5.18K -775 -3%
UCFA
125
United Capital Financial Advisors
Texas
$196K -$16.7K -2,496 -8%

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.