We are live on ! Find out more

256 hedge funds and large institutions have $1.26B invested in Aegon in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $1.06B → $1.26B (+$191M)

1% more funds holding

Funds holding: 254256 (+2)

0.59% more ownership

Funds ownership: 10.94%11.53% (+0.59%)

76% less call options, than puts

Call options by funds: $371K | Put options by funds: $1.52M

Holders
256
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
85
Reduced
70
Closed
23
Calls
$371K
Puts
$1.52M
Net Calls
-$1.15M
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
151
Flow Traders U.S.
New York
$91K +$88.6K +13,849 New
CGL
152
Clarius Group LLC
Washington
$90.1K
CCA
153
Checchi Capital Advisers
California
$89.5K
FFP
154
FourThought Financial Partners
Florida
$88.7K
DWT
155
Dorsey & Whitney Trust
South Dakota
$88.3K -$27.9K -4,362 -25%
GM
156
GeoWealth Management
Illinois
$87.1K +$1.2K +188 +1%
GT
157
Glenmede Trust
Pennsylvania
$86.9K -$33.2K -5,197 -28%
State Street
158
State Street
Massachusetts
$86.2K
Kovitz Investment Group Partners
159
Kovitz Investment Group Partners
Illinois
$84.3K +$32 +5 +0%
AWAU
160
Alliance Wealth Advisors (Utah)
Utah
$78.6K +$2.65K +415 +4%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$78.6K -$767 -120 -1%
WA
162
Waverly Advisors
Alabama
$75.4K +$2.81K +440 +4%
PP
163
PDS Planning
Ohio
$75.3K
LC
164
Lindbrook Capital
California
$73.6K -$307 -48 -0.4%
AA
165
Advisory Alpha
Michigan
$73.2K
CAAS
166
Capital Asset Advisory Services
Michigan
$72.2K -$767 -120 -1%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$72K +$2.07K +324 +3%
AWM
168
Axxcess Wealth Management
California
$71.2K +$1.09K +170 +2%
M&T Bank
169
M&T Bank
New York
$71K +$333 +52 +0.5%
Osaic Holdings
170
Osaic Holdings
Arizona
$70.2K +$1.59K +249 +2%
WI
171
WrapManager Inc
California
$70.1K -$32.4K -5,064 -32%
SQA
172
Simon Quick Advisors
New Jersey
$68.8K +$66.7K +10,437 New
CP
173
Canopy Partners
Ohio
$68.8K
BAM
174
Blueshift Asset Management
New Jersey
$68.5K +$66.5K +10,394 New
B
175
Bailard
California
$67.8K +$65.8K +10,283 New

AEG Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2025, worth a combined $1.26B — up 18% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 23 closed out — a net gain of 6 holders — while 85 added to existing stakes and 70 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $25.1M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.31M sold.

  • 256 institutional investors held Aegon (AEG) as of Q1 2025, up from 254 in Q4 2024.
  • Funds reported $1.26B of Aegon stock for Q1 2025, up 18% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q1 2025 and 23 closed out, a net change of +6 holders.
  • The largest Aegon buyer in Q1 2025 was Arrowstreet Capital, an estimated $25.1M added.
  • The largest Aegon seller in Q1 2025 was Marshall Wace, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.