We are live on ! Find out more

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
AWA
126
Aaron Wealth Advisors
Illinois
$196K +$181K +27,012 New
VT
127
Vise Technologies
New York
$193K +$178K +26,656 New
SA
128
Shilanski & Associates
Alaska
$193K -$328 -49 -0.2%
PCS
129
Personal CFO Solutions
New Jersey
$186K +$11.3K +1,689 +7%
SFA
130
Sequoia Financial Advisors
Ohio
$171K +$9.63K +1,440 +7%
IC
131
IEQ Capital
California
$167K +$48.9K +7,316 +46%
TC
132
TownSquare Capital
Utah
$165K -$489K -73,177 -76%
SCP
133
Sivia Capital Partners
California
$165K +$152K +22,788 New
AWM
134
AE Wealth Management
Kansas
$156K +$8.25K +1,234 +6%
PAG
135
Private Advisor Group
New Jersey
$155K +$3.12K +467 +2%
SRC
136
Sage Rhino Capital
California
$154K -$1.84K -275 -1%
BHPW
137
Beverly Hills Private Wealth
California
$153K -$8.07K -1,208 -5%
SYBT
138
Stock Yards Bank & Trust
Kentucky
$151K -$321 -48 -0.2%
BCI
139
Brinker Capital Investments
Pennsylvania
$150K +$6.73K +1,007 +5%
YCM
140
Yousif Capital Management
Michigan
$145K +$9.82K +1,470 +8%
GAM
141
Gotham Asset Management
New York
$145K +$2.53K +378 +2%
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$144K -$1.91K -286 -1%
BTI
143
Blue Trust Inc
Georgia
$143K +$31.9K +4,774 +32%
BMCM
144
Burns Matteson Capital Management
New York
$140K +$35.3K +5,287 +38%
PA
145
Parallel Advisors
California
$134K +$7.14K +1,069 +6%
FFM
146
Forum Financial Management
Illinois
$128K -$10.2K -1,532 -8%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$128K +$3.74K +560 +3%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$126K -$10.1K -1,511 -8%
EWM
149
Empirical Wealth Management
Washington
$120K +$111K +16,571 New
PP
150
PDS Planning
Ohio
$120K +$34.3K +5,127 +45%

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.