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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
HJIM
176
Henry James International Management
New York
$110K
DWM
177
Dynasty Wealth Management
Florida
$109K +$108K +14,147 New
EWA
178
EP Wealth Advisors
California
$106K +$105K +13,688 New
CGL
179
Clarius Group LLC
Washington
$105K
CCA
180
Checchi Capital Advisers
California
$105K
TF
181
Trek Financial
Arizona
$104K +$879 +115 +0.9%
AIM
182
Aigen Investment Management
New York
$103K +$102K +13,352 New
State Street
183
State Street
Massachusetts
$101K
M&T Bank
184
M&T Bank
New York
$100K +$4.86K +636 +5%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$99.5K +$8.37K +1,095 +9%
SYBT
186
Stock Yards Bank & Trust
Kentucky
$99.1K
FPAS
187
Focus Partners Advisor Solutions
Missouri
$98.8K +$98K +12,814 New
AAM
188
Advisors Asset Management
Colorado
$98.4K +$97.6K +12,767 New
AWA
189
Argos Wealth Advisors
California
$95.9K +$95.1K +12,436 New
AC
190
AlphaCore Capital
California
$94.2K +$15.5K +2,022 +20%
JTWM
191
Jackson Thornton Wealth Management
Alabama
$92.6K -$11.7K -1,531 -12%
MFG
192
Merit Financial Group
Georgia
$89.3K +$88.5K +11,576 New
HIP
193
HUB Investment Partners
Texas
$87.6K +$86.8K +11,360 New
FLPIM
194
F.L. Putnam Investment Management
Massachusetts
$87.6K +$86.8K +11,358 New
GT
195
Glenmede Trust
Pennsylvania
$87.2K +$86.5K +11,316 New
BPW
196
Bingham Private Wealth
California
$86.7K +$85.9K +11,241 New
AF
197
Allworth Financial
California
$86.3K +$9.92K +1,298 +13%
VFA
198
Valeo Financial Advisors
Indiana
$86.2K +$1.45K +190 +2%
CAAS
199
Capital Asset Advisory Services
Michigan
$85.3K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$84.6K +$58.1K +7,599 +225%

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.