288 hedge funds and large institutions have $940M invested in Aegon in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

25% less capital invested

Capital invested by funds: $1.25B → $940M (-$305M)

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$806K
Puts
$168K
Net Calls
Net Calls Change

Top Sellers

1 -$149M
2 -$47.4M
3 -$19.5M
4
Morgan Stanley
Morgan Stanley
New York
-$19.5M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$41.3K
BCWM
202
Bartlett & Co Wealth Management
Ohio
$40.2K
Bessemer Group
203
Bessemer Group
New Jersey
$38K
BBHC
204
Brown Brothers Harriman & Co
New York
$30.7K
MCM
205
MAI Capital Management
Ohio
$29.6K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$24.3K
HI
207
Harbour Investments
Wisconsin
$23.9K
AFC
208
Ares Financial Consulting
California
$22.3K
TWD
209
True Wealth Design
Ohio
$17.1K
CIAM
210
Caitong International Asset Management
Hong Kong
$16.5K
Citigroup
211
Citigroup
New York
$16.3K
TWC
212
TD Waterhouse Canada
Ontario, Canada
$14.9K
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$14.3K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$14.2K
WBWA
215
William B. Walkup & Associates
South Carolina
$13.8K
TCM
216
Triumph Capital Management
Colorado
$12.7K
LWCFA
217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.7K
MA
218
Montag & Associates
Georgia
$12.6K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$12.2K
CWM
220
Copia Wealth Management
Oregon
$11.4K
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$10.9K
EP
222
Essential Partners
California
$9.83K
LFG
223
Larson Financial Group
Missouri
$9.43K
CYG
224
Clean Yield Group
Vermont
$9.14K
EWM
225
Evermay Wealth Management
Virginia
$9.07K