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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
176
Axxcess Wealth Management
California
$78.2K
GM
177
GeoWealth Management
Illinois
$77.5K -$16.9K -2,524 -19%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$77K -$2.17K -324 -3%
HWM
179
HB Wealth Management
Georgia
$76.5K +$70.7K +10,572 New
B
180
Bailard
California
$74.4K
VAS
181
Vestmark Advisory Solutions
Massachusetts
$74.4K +$68.7K +10,273 New
WI
182
WrapManager Inc
California
$73.9K -$2.89K -433 -4%
CPA
183
Capital Performance Advisors
California
$73.8K +$68.2K +10,197 New
CP
184
Canopy Partners
Ohio
$73.6K -$1.79K -268 -3%
CH
185
Cromwell Holdings
Wyoming
$72.3K
AF
186
Allworth Financial
California
$70.1K +$2.89K +433 +5%
Deutsche Bank
187
Deutsche Bank
Germany
$67.4K
RIL
188
Rothschild Investment LLC
Illinois
$57.2K +$3.74K +559 +8%
GI
189
GAMMA Investing
California
$44.5K +$1.5K +225 +4%
Citigroup
190
Citigroup
New York
$40K +$14.4K +2,149 +64%
WTC
191
WhitTier Trust Company
Nevada
$37.4K
BCWM
192
Bartlett & Co Wealth Management
Ohio
$37.3K
FHA
193
First Horizon Advisors
Tennessee
$32K +$29.6K +4,424 New
Bessemer Group
194
Bessemer Group
New Jersey
$32K +$254 +38 +0.9%
BIA
195
Bell Investment Advisors
California
$25.8K
WSFS
196
Wilmington Savings Fund Society
Delaware
$25.4K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$24.1K -$4.9K -733 -18%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$22K -$1.28K -192 -6%
SO
199
Sierra Ocean
California
$21.9K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$20.5K +$2.88K +431 +18%

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.