295 hedge funds and large institutions have $1.24B invested in Aegon in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.1% less ownership

Funds ownership: 11.34%10.24% (-1.1%)

17% less capital invested

Capital invested by funds: $1.5B → $1.24B (-$256M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.81M
Puts
$834K
Net Calls
Net Calls Change

Top Buyers

1 +$7.42M
2 +$4.58M
3 +$3.82M
4
UBS Group
UBS Group
Switzerland
+$3.78M
5
Jane Street
Jane Street
New York
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
Ballentine Partners
Massachusetts
$439K
HCMT
102
Highland Capital Management (Tennessee)
Tennessee
$420K
DAS
103
Diversify Advisory Services
Utah
$418K
AI
104
Atria Investments
North Carolina
$403K
Russell Investments Group
105
Russell Investments Group
United Kingdom
$387K
SCP
106
Sivia Capital Partners
California
$373K
EGM
107
Engineers Gate Manager
New York
$367K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$361K
Corient Private Wealth
109
Corient Private Wealth
Florida
$354K
VCM
110
Versant Capital Management
Arizona
$353K
CA
111
Clearstead Advisors
Ohio
$352K
LCGC
112
Legacy Capital Group California
California
$350K
TSS
113
Two Sigma Securities
New York
$344K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K
JSC
115
Jackson Square Capital
California
$328K
PCIA
116
Prime Capital Investment Advisors
Kansas
$319K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$310K
CIM
118
Contravisory Investment Management
Massachusetts
$309K
AAM
119
AR Asset Management
California
$283K
Franklin Resources
120
Franklin Resources
California
$279K
EI
121
Ellevest Inc
New York
$277K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$273K
QCM
123
QRG Capital Management
Illinois
$272K
AWA
124
Aaron Wealth Advisors
Illinois
$261K
SAM
125
Smartleaf Asset Management
Massachusetts
$260K