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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
SAM
126
Smartleaf Asset Management
Massachusetts
$260K +$39.4K +5,160 +18%
KPWS
127
Kestra Private Wealth Services
Texas
$258K
JWCA
128
J.W. Cole Advisors
Florida
$257K -$6.09K -796 -2%
Truist Financial
129
Truist Financial
North Carolina
$250K -$1.88K -246 -0.8%
UCFA
130
United Capital Financial Advisors
Texas
$250K +$21.4K +2,794 +9%
SFA
131
Sequoia Financial Advisors
Ohio
$234K +$1.65K +216 +0.7%
SRL
132
Scientech Research LLC
New Jersey
$228K +$226K +29,624 New
CPBTD
133
Central Pacific Bank - Trust Division
Hawaii
$222K -$26K -3,400 -11%
Osaic Holdings
134
Osaic Holdings
Arizona
$221K +$18.1K +2,369 +9%
NRI
135
NFP Retirement Inc
California
$215K
PCS
136
Personal CFO Solutions
New Jersey
$213K +$12.7K +1,661 +6%
JG
137
Jain Global
New York
$213K +$55.8K +7,300 +36%
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$212K +$66K +8,633 +47%
BWA
139
Basecamp Wealth Advisors
Washington
$209K +$207K +27,082 New
CSP
140
Cary Street Partners
Virginia
$208K -$21.8K -2,856 -10%
FB
141
Fulton Bank
Pennsylvania
$193K -$17.7K -2,314 -8%
BMCM
142
Burns Matteson Capital Management
New York
$192K +$6.95K +909 +4%
BCI
143
Brinker Capital Investments
Pennsylvania
$190K +$3.58K +468 +2%
PP
144
PDS Planning
Ohio
$185K +$57.3K +7,500 +45%
PAG
145
Private Advisor Group
New Jersey
$183K +$10.9K +1,425 +6%
Mackenzie Financial
146
Mackenzie Financial
Ontario, Canada
$174K +$171K +22,432 New
EPW
147
Evolve Private Wealth
California
$171K +$169K +22,140 New
GAM
148
Gotham Asset Management
New York
$168K
SRC
149
Sage Rhino Capital
California
$162K -$2.65K -346 -2%
ECM
150
ExodusPoint Capital Management
New York
$161K -$82.7K -10,821 -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.