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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$15.9K +$3.06K +479 +25%
GWM
202
Geneos Wealth Management
Colorado
$15.5K +$12.7K +1,988 +542%
WBWA
203
William B. Walkup & Associates
South Carolina
$13.8K
CA
204
Continuum Advisory
Idaho
$13.5K +$13.1K +2,045 New
HI
205
Harbour Investments
Wisconsin
$12.6K
PS
206
Principal Securities
Iowa
$11.5K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$11.2K
CWM
208
Copia Wealth Management
Oregon
$10.4K
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.2K
HFS
210
Hantz Financial Services
Michigan
$10K +$5.79K +905 +165%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$9.98K +$5.99K +936 +162%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$9.87K -$675K -105,565 -99%
FFA
213
Farther Finance Advisors
California
$9.36K +$4.21K +658 +87%
CYG
214
Clean Yield Group
Vermont
$8.3K -$14.8K -2,317 -65%
EWM
215
Evermay Wealth Management
Virginia
$8.23K +$7.99K +1,249 New
TWC
216
TD Waterhouse Canada
Ontario, Canada
$7.94K
SIC
217
Salem Investment Counselors
North Carolina
$6.72K
PFA
218
Pillar Financial Advisors
Kentucky
$6.13K
MCM
219
MAI Capital Management
Ohio
$4.98K
IA
220
IFP Advisors
Florida
$4.78K +$4.64K +725 New
PS
221
Pinney & Scofield
Massachusetts
$4.71K
VWWMG
222
Vermillion & White Wealth Management Group
Pennsylvania
$4.42K
CT
223
Clearstead Trust
Maine
$4.14K
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$4.12K +$3.35K +524 +519%
JWA
225
JFS Wealth Advisors
Pennsylvania
$3.72K

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.