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Aegon
AEG

290 hedge funds and large institutions have $940M invested in Aegon in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $806K | Put options by funds: $168K

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

2.03% less ownership

Funds ownership: 10.27% → 8.23% (-2%)

3% less funds holding

Funds holding: 300 → 290 (-10)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

25% less capital invested

Capital invested by funds: $1.25B → $940M (-$305M)

Holders
290
Holders Change
-10
Holders Change %
-3.33%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
109
Reduced
84
Closed
40
Calls
$806K
Puts
$168K
Net Calls
+$638K
Net Calls Change
-$335K

Top Buyers

1
Jane Street
Jane Street
New York
+$11.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.72M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.95M
4
QCM
Quantinno Capital Management
New York
+$3.88M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.39M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$149M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.4M
3
AIP
Arrowpoint Investment Partners
Singapore
-$19.5M
4
Morgan Stanley
Morgan Stanley
New York
-$19.5M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$372K +$132K +17,740 +53%
VWM
102
Venturi Wealth Management
Texas
$344K +$216K +29,005 +157%
CA
103
Clearstead Advisors
Ohio
$332K – – –
QCM
104
QRG Capital Management
Illinois
$303K +$47.9K +6,423 +18%
PCIA
105
Prime Capital Investment Advisors
Kansas
$299K -$1.09K -146 -0.4%
JSC
106
Jackson Square Capital
California
$294K -$15K -2,007 -5%
KFG
107
Kingdom Financial Group
Arizona
$275K +$282K +37,832 New
LAS
108
Lloyd Advisory Services
Georgia
$275K +$282K +37,832 New
AAM
109
AR Asset Management
California
$266K – – –
GCM
110
Graham Capital Management
Connecticut
$259K -$171K -22,964 -39%
TSS
111
Two Sigma Securities
New York
$258K -$68.2K -9,150 -20%
HIP
112
HUB Investment Partners
Texas
$255K +$177K +23,714 +209%
Stifel Financial
113
Stifel Financial
Missouri
$248K -$482K -64,692 -65%
JWCA
114
J.W. Cole Advisors
Florida
$242K -$82 -11 -0%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$241K +$219K +29,381 +764%
CBU
116
CIBC Bancorp USA
Illinois
$241K +$247K +33,212 New
EI
117
Ellevest Inc
New York
$241K -$20.1K -2,704 -8%
SAM
118
Smartleaf Asset Management
Massachusetts
$237K +$5.39K +723 +2%
Franklin Resources
119
Franklin Resources
California
$234K -$30.3K -4,061 -11%
Osaic Holdings
120
Osaic Holdings
Arizona
$233K +$25.7K +3,449 +12%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$220K -$325K -43,588 -59%
II
122
Impact Investors
California
$220K +$225K +30,249 New
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$214K +$17.7K +2,379 +9%
UCFA
124
United Capital Financial Advisors
Texas
$212K -$23.7K -3,178 -10%
NRI
125
NFP Retirement Inc
California
$203K – – –
3 4
5
6 7

AEG Hedge Fund Activity: Q1 2026 in Review

290 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2026, worth a combined $940M — down 25% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AEG and 36 opened new positions — a net loss of 4 holders — while 84 trimmed existing stakes and 109 added.

The largest buyer was Jane Street, adding an estimated $11.4M. The largest seller was Dodge & Cox, cutting an estimated $149M.

  • 290 institutional investors held Aegon (AEG) as of Q1 2026, down from 300 in Q4 2025.
  • Funds reported $940M of Aegon stock for Q1 2026, down 25% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q1 2026 and 40 closed out, a net change of -4 holders.
  • The largest Aegon buyer in Q1 2026 was Jane Street, an estimated $11.4M added.
  • The largest Aegon seller in Q1 2026 was Dodge & Cox, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2026.