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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
CL
101
Choreo LLC
Illinois
$442K -$63.2K -8,272 -13%
MIM
102
Miller Investment Management
Pennsylvania
$440K
BP
103
Ballentine Partners
Massachusetts
$439K -$18K -2,360 -4%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$420K -$46.5K -6,085 -10%
DAS
105
Diversify Advisory Services
Utah
$418K +$34.1K +4,462 +9%
AI
106
Atria Investments
North Carolina
$403K -$5.54K -725 -1%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$387K +$8.43K +1,103 +2%
SCP
108
Sivia Capital Partners
California
$373K +$186K +24,288 +101%
EGM
109
Engineers Gate Manager
New York
$367K -$244K -31,925 -40%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$361K +$14.6K +1,914 +4%
VCM
111
Versant Capital Management
Arizona
$353K +$30.6K +4,008 +10%
CA
112
Clearstead Advisors
Ohio
$352K
LCGC
113
Legacy Capital Group California
California
$350K +$5.32K +696 +2%
TSS
114
Two Sigma Securities
New York
$344K +$341K +44,660 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K -$25K -3,268 -7%
JSC
116
Jackson Square Capital
California
$328K +$18K +2,358 +6%
PCIA
117
Prime Capital Investment Advisors
Kansas
$319K +$316K +41,323 New
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$310K +$12.7K +1,655 +4%
CIM
119
Contravisory Investment Management
Massachusetts
$309K +$3.13K +409 +1%
AAM
120
AR Asset Management
California
$283K
Franklin Resources
121
Franklin Resources
California
$279K +$26.4K +3,447 +11%
EI
122
Ellevest Inc
New York
$277K -$1.55K -203 -0.6%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$273K +$227K +29,648 +514%
QCM
124
QRG Capital Management
Illinois
$272K +$65.5K +8,569 +32%
AWA
125
Aaron Wealth Advisors
Illinois
$261K +$65.2K +8,532 +34%

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.