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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
FFP
176
FourThought Financial Partners
Florida
$108K
TF
177
Trek Financial
Arizona
$107K -$3.94K -528 -4%
TC
178
TownSquare Capital
Utah
$105K -$72K -9,638 -42%
State Street
179
State Street
Massachusetts
$105K
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$104K +$478 +64 +0.5%
OC
181
Oppenheimer & Co
New York
$104K
SYBT
182
Stock Yards Bank & Trust
Kentucky
$103K -$59.8K -8,010 -38%
JTWM
183
Jackson Thornton Wealth Management
Alabama
$102K +$13.9K +1,855 +16%
M&T Bank
184
M&T Bank
New York
$98.8K +$5.56K +745 +6%
AWAU
185
Alliance Wealth Advisors (Utah)
Utah
$96.8K +$396 +53 +0.4%
Wellington Management Group
186
Wellington Management Group
Massachusetts
$96.4K -$18.2M -2,432,573 -100%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$94.4K +$88.2K +11,809 New
SFC
188
SYM Financial Corp
Indiana
$91K +$85K +11,388 New
VFA
189
Valeo Financial Advisors
Indiana
$87.8K +$82.1K +10,993 New
AWM
190
Axxcess Wealth Management
California
$86.3K
CAAS
191
Capital Asset Advisory Services
Michigan
$86.3K
GRP
192
Global Retirement Partners
California
$85.6K +$70.4K +9,423 +732%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$85K
GM
194
GeoWealth Management
Illinois
$84.5K -$971 -130 -1%
GIM
195
Glenmede Investment Management
Pennsylvania
$83K -$6.89K -923 -8%
CPA
196
Capital Performance Advisors
California
$82.6K +$1.07K +144 +1%
B
197
Bailard
California
$82.3K +$172 +23 +0.2%
AC
198
AlphaCore Capital
California
$81.4K +$76.1K +10,191 New
CP
199
Canopy Partners
Ohio
$81.2K
AF
200
Allworth Financial
California
$79K +$1.55K +208 +2%

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.