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, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
3.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
105
Reduced
65
Closed
22
Calls
$1.46M
Puts
$1.67M
Net Calls
-$212K
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
151
Empirical Wealth Management
Washington
$120K +$120K +16,571 New
PP
152
PDS Planning
Ohio
$120K +$37.1K +5,127 +45%
AWM
153
Accel Wealth Management
Iowa
$116K +$116K +16,040 New
GC
154
Guggenheim Capital
Illinois
$115K -$1.61K -222 -1%
DWT
155
Dorsey & Whitney Trust
South Dakota
$114K +$17.4K +2,403 +18%
WA
156
Waverly Advisors
Alabama
$113K +$30.6K +4,225 +37%
P
157
&Partners
Tennessee
$113K +$113K +15,625 New
FSA
158
Franklin Street Advisors
North Carolina
$113K
BCFD
159
Boit C.F. David
$106K
EWA
160
EverSource Wealth Advisors
Alabama
$105K +$63.5K +8,770 +152%
HJIM
161
Henry James International Management
New York
$104K
TF
162
Trek Financial
Arizona
$101K -$1.56K -216 -2%
CGL
163
Clarius Group LLC
Washington
$99K
CCA
164
Checchi Capital Advisers
California
$98.3K
State Street
165
State Street
Massachusetts
$97.6K
FFP
166
FourThought Financial Partners
Florida
$97.4K
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$94.5K +$928 +127 +1%
OC
168
Oppenheimer & Co
New York
$93.9K -$13.2K -1,817 -12%
AWAU
169
Alliance Wealth Advisors (Utah)
Utah
$87.3K +$970 +134 +1%
OL
170
Optas LLC
Texas
$87.1K +$87.1K +12,030 New
M&T Bank
171
M&T Bank
New York
$84.2K +$6.53K +901 +8%
GIM
172
Glenmede Investment Management
Pennsylvania
$81.9K +$81.9K +11,315 New
JTWM
173
Jackson Thornton Wealth Management
Alabama
$80.4K +$80.4K +11,410 New
FPAS
174
Focus Partners Advisor Solutions
Missouri
$79.9K +$79.9K +11,058 New
CAAS
175
Capital Asset Advisory Services
Michigan
$78.5K