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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: 300290 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$128K +$171 +23 +0.1%
EPW
152
Evolve Private Wealth
California
$123K -$38.7K -5,191 -23%
WA
153
Waverly Advisors
Alabama
$123K -$4.38K -588 -3%
STA
154
Summit Trail Advisors
New York
$119K +$122K +16,345 New
BTI
155
Blue Trust Inc
Georgia
$118K +$9.63K +1,292 +9%
MHC
156
May Hill Capital
Massachusetts
$117K +$120K +16,146 New
JTWM
157
Jackson Thornton Wealth Management
Alabama
$113K +$19.6K +2,625 +22%
DWT
158
Dorsey & Whitney Trust
South Dakota
$113K -$7.82K -1,049 -6%
KCM
159
Kathmere Capital Management
Pennsylvania
$109K +$112K +15,025 New
First Trust Advisors
160
First Trust Advisors
Illinois
$109K -$36.3K -4,873 -25%
CCM
161
Coldstream Capital Management
Washington
$107K -$11.8K -1,583 -10%
BCFD
162
Boit C.F. David
$107K
FSA
163
Franklin Street Advisors
North Carolina
$106K -$7.45K -1,000 -6%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$105K +$12.2K +1,633 +13%
TF
165
Trek Financial
Arizona
$105K +$6.95K +932 +7%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$104K +$31.1K +4,172 +38%
HJIM
167
Henry James International Management
New York
$104K
Invesco
168
Invesco
Georgia
$103K +$106K +14,221 New
EWA
169
EP Wealth Advisors
California
$103K +$3.68K +494 +4%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$101K +$104K +13,930 New
CCA
171
Checchi Capital Advisers
California
$98.6K
FFP
172
FourThought Financial Partners
Florida
$97.7K -$18.8K -2,524 -16%
AC
173
AXQ Capital
New Jersey
$97.5K +$100K +13,433 New
GM
174
GeoWealth Management
Illinois
$97.3K +$20.8K +2,796 +26%
State Street
175
State Street
Massachusetts
$95K