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300 hedge funds and large institutions have $1.25B invested in Aegon in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 113 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $834K

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

53% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 74

7% more funds holding

Funds holding: 281300 (+19)

1.08% less ownership

Funds ownership: 11.34%10.27% (-1.1%)

17% less capital invested

Capital invested by funds: $1.5B → $1.25B (-$253M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
113
Reduced
74
Closed
25
Calls
$1.81M
Puts
$834K
Net Calls
+$973K
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$156K
First Trust Advisors
152
First Trust Advisors
Illinois
$153K -$33.9K -4,431 -18%
PA
153
Parallel Advisors
California
$153K -$1.54K -201 -1%
VIP
154
Viewpoint Investment Partners
Alberta, Canada
$151K +$150K +19,600 New
YCM
155
Yousif Capital Management
Michigan
$150K
P
156
&Partners
Tennessee
$146K +$5.61K +734 +4%
FTUS
157
Flow Traders U.S.
New York
$146K -$48.6K -6,361 -25%
HWM
158
HB Wealth Management
Georgia
$144K +$11.6K +1,517 +9%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$144K -$1.16K -152 -0.8%
VT
160
Vise Technologies
New York
$143K -$127K -16,610 -47%
SC
161
Savant Capital
Illinois
$143K +$26.3K +3,439 +23%
VWM
162
Venturi Wealth Management
Texas
$142K +$34.4K +4,503 +32%
PSP
163
Principal Street Partners
Tennessee
$138K -$34.6K -4,529 -20%
BHPW
164
Beverly Hills Private Wealth
California
$138K
FFM
165
Forum Financial Management
Illinois
$136K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$136K -$168 -22 -0.1%
WA
167
Waverly Advisors
Alabama
$135K +$5.28K +690 +4%
DWT
168
Dorsey & Whitney Trust
South Dakota
$128K +$6.49K +849 +5%
CCM
169
Coldstream Capital Management
Washington
$126K +$1.41K +184 +1%
FFP
170
FourThought Financial Partners
Florida
$123K +$19.3K +2,524 +19%
GRP
171
Global Retirement Partners
California
$123K +$39.7K +5,194 +48%
FSA
172
Franklin Street Advisors
North Carolina
$120K
BTI
173
Blue Trust Inc
Georgia
$115K -$25.3K -3,306 -18%
EWA
174
EverSource Wealth Advisors
Alabama
$114K -$16.8K -2,195 -13%
BCFD
175
Boit C.F. David
$112K

AEG Hedge Fund Activity: Q4 2025 in Review

300 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2025, worth a combined $1.25B — down 17% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AEG positions and 25 closed out — a net gain of 25 holders — while 113 added to existing stakes and 74 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $7.42M. The largest seller was Dodge & Cox, cutting an estimated $117M.

  • 300 institutional investors held Aegon (AEG) as of Q4 2025, up from 281 in Q3 2025.
  • Funds reported $1.25B of Aegon stock for Q4 2025, down 17% quarter-over-quarter.
  • 50 funds opened new Aegon positions in Q4 2025 and 25 closed out, a net change of +25 holders.
  • The largest Aegon buyer in Q4 2025 was Dimensional Fund Advisors, an estimated $7.42M added.
  • The largest Aegon seller in Q4 2025 was Dodge & Cox, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2025.