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281 hedge funds and large institutions have $1.5B invested in Aegon in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.7M

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

5% more funds holding

Funds holding: 267281 (+14)

4% more capital invested

Capital invested by funds: $1.44B → $1.5B (+$62.2M)

0.65% less ownership

Funds ownership: 12%11.34% (-0.65%)

Holders
281
Holders Change
+14
Holders Change %
+5.24%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
104
Reduced
74
Closed
24
Calls
$2.88M
Puts
$1.7M
Net Calls
+$1.18M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
151
GC Wealth Management RIA
Massachusetts
$161K +$150K +20,116 New
YCM
152
Yousif Capital Management
Michigan
$160K
PA
153
Parallel Advisors
California
$160K +$11.2K +1,494 +8%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$150K +$10.1K +1,349 +8%
P
155
&Partners
Tennessee
$147K +$19.7K +2,635 +17%
BTI
156
Blue Trust Inc
Georgia
$146K -$11.8K -1,587 -8%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$143K -$12.9K -1,725 -9%
BHPW
158
Beverly Hills Private Wealth
California
$143K -$24.5K -3,280 -16%
FFM
159
Forum Financial Management
Illinois
$141K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$141K +$142 +19 +0.1%
HWM
161
HB Wealth Management
Georgia
$137K +$49.5K +6,627 +63%
EWA
162
EverSource Wealth Advisors
Alabama
$136K +$18.2K +2,432 +17%
WA
163
Waverly Advisors
Alabama
$134K +$8.38K +1,123 +7%
PP
164
PDS Planning
Ohio
$132K
CCM
165
Coldstream Capital Management
Washington
$129K +$121K +16,154 New
SSA
166
Schonfeld Strategic Advisors
New York
$127K +$119K +15,876 New
DWT
167
Dorsey & Whitney Trust
South Dakota
$126K -$358 -48 -0.3%
FSA
168
Franklin Street Advisors
North Carolina
$124K
SC
169
Savant Capital
Illinois
$121K -$4.12K -552 -4%
BCFD
170
Boit C.F. David
$117K
Marshall Wace
171
Marshall Wace
United Kingdom
$116K -$8.16M -1,093,480 -99%
HJIM
172
Henry James International Management
New York
$114K -$665 -89 -0.6%
VWM
173
Venturi Wealth Management
Texas
$111K +$104K +13,924 New
CGL
174
Clarius Group LLC
Washington
$109K
CCA
175
Checchi Capital Advisers
California
$109K

AEG Hedge Fund Activity: Q3 2025 in Review

281 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2025, worth a combined $1.5B — up 4.3% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AEG positions and 24 closed out — a net gain of 15 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was Optiver Holding, opening a new position worth an estimated $16.8M. The largest seller was Arrowstreet Capital, cutting an estimated $30.3M.

  • 281 institutional investors held Aegon (AEG) as of Q3 2025, up from 267 in Q2 2025.
  • Funds reported $1.5B of Aegon stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 39 funds opened new Aegon positions in Q3 2025 and 24 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q3 2025 was Optiver Holding, an estimated $16.8M added.
  • The largest Aegon seller in Q3 2025 was Arrowstreet Capital, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2025.