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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
AWM
151
Accel Wealth Management
Iowa
$116K +$107K +16,040 New
GC
152
Guggenheim Capital
Illinois
$115K -$1.48K -222 -1%
DWT
153
Dorsey & Whitney Trust
South Dakota
$114K +$16.1K +2,403 +18%
WA
154
Waverly Advisors
Alabama
$113K +$28.2K +4,225 +37%
SC
155
Savant Capital
Illinois
$113K -$122K -18,283 -54%
P
156
&Partners
Tennessee
$113K +$104K +15,625 New
FSA
157
Franklin Street Advisors
North Carolina
$113K
BCFD
158
Boit C.F. David
$106K
EWA
159
EverSource Wealth Advisors
Alabama
$105K +$58.6K +8,770 +152%
HJIM
160
Henry James International Management
New York
$104K
TF
161
Trek Financial
Arizona
$101K -$1.44K -216 -2%
CGL
162
Clarius Group LLC
Washington
$99K
CCA
163
Checchi Capital Advisers
California
$98.3K
State Street
164
State Street
Massachusetts
$97.6K
FFP
165
FourThought Financial Partners
Florida
$97.4K
Kovitz Investment Group Partners
166
Kovitz Investment Group Partners
Illinois
$94.5K +$849 +127 +1%
OC
167
Oppenheimer & Co
New York
$93.9K -$12.1K -1,817 -12%
AWAU
168
Alliance Wealth Advisors (Utah)
Utah
$87.3K +$896 +134 +1%
OL
169
Optas LLC
Texas
$87.1K +$80.4K +12,030 New
M&T Bank
170
M&T Bank
New York
$84.2K +$6.02K +901 +8%
Osaic Holdings
171
Osaic Holdings
Arizona
$83.1K +$5.61K +839 +8%
GIM
172
Glenmede Investment Management
Pennsylvania
$81.9K +$75.6K +11,315 New
JTWM
173
Jackson Thornton Wealth Management
Alabama
$80.4K +$76.3K +11,410 New
FPAS
174
Focus Partners Advisor Solutions
Missouri
$79.9K +$73.9K +11,058 New
CAAS
175
Capital Asset Advisory Services
Michigan
$78.5K

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.