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
PWM
176
Perigon Wealth Management
California
$66.4K -$2.62K -409 -4%
ARC
177
Advisor Resource Council
Texas
$66.4K +$64.4K +10,070 New
CH
178
Cromwell Holdings
Wyoming
$63.9K
Deutsche Bank
179
Deutsche Bank
Germany
$61.4K +$59.5K +9,310 New
AF
180
Allworth Financial
California
$59.6K +$4.49K +702 +8%
RIL
181
Rothschild Investment LLC
Illinois
$48.4K -$30.2K -4,720 -39%
CCM
182
Coldstream Capital Management
Washington
$46.8K +$45.4K +7,094 New
SW
183
SVB Wealth
Massachusetts
$42.2K +$41K +6,410 New
GI
184
GAMMA Investing
California
$39K -$3.79K -593 -9%
EWA
185
EverSource Wealth Advisors
Alabama
$38.1K -$119K -18,628 -76%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
WTC
187
WhitTier Trust Company
Nevada
$34K
BCWM
188
Bartlett & Co Wealth Management
Ohio
$33K
NA
189
NewEdge Advisors
Louisiana
$31.9K
Bessemer Group
190
Bessemer Group
New Jersey
$29K +$23.2K +3,635 +527%
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$26.7K -$2.32K -363 -8%
BIA
192
Bell Investment Advisors
California
$23.5K
WSFS
193
Wilmington Savings Fund Society
Delaware
$23.1K -$2.06K -322 -8%
BIG
194
Brooklyn Investment Group
New York
$23K +$22.3K +3,495 +174,750%
Citigroup
195
Citigroup
New York
$22.2K -$8.91K -1,393 -29%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$22K -$3.15K -492 -13%
HCP
197
Hexagon Capital Partners
Arkansas
$21.1K +$710 +111 +4%
SO
198
Sierra Ocean
California
$19.9K
PWA
199
Provenance Wealth Advisors
Florida
$19.1K
UB
200
UMB Bank
Missouri
$18K

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.