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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
MCM
201
MAI Capital Management
Ohio
$19K +$12.5K +1,874 +248%
TRCT
202
Tower Research Capital (TRC)
New York
$18.8K -$102K -15,315 -86%
UB
203
UMB Bank
Missouri
$16.8K -$2.73K -408 -15%
HI
204
Harbour Investments
Wisconsin
$16.3K +$2.31K +346 +18%
LFG
205
Larson Financial Group
Missouri
$15.9K -$654K -97,887 -98%
WBWA
206
William B. Walkup & Associates
South Carolina
$15.2K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$13.9K +$1.47K +220 +13%
PS
208
Principal Securities
Iowa
$13.8K -$294 -44 -2%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$13.4K +$2.28K +341 +23%
LWCFA
210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.7K
CWM
211
Copia Wealth Management
Oregon
$11.4K
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$11.3K +$455 +68 +5%
GRP
213
Global Retirement Partners
California
$9.32K +$8.61K +1,288 New
CYG
214
Clean Yield Group
Vermont
$9.12K
EWM
215
Evermay Wealth Management
Virginia
$9.04K
TWC
216
TD Waterhouse Canada
Ontario, Canada
$8.71K
W
217
WealthCollab
Washington
$7.99K +$4.33K +647 +142%
AAS
218
Ameritas Advisory Services
Nebraska
$7.91K +$7.3K +1,092 New
MCM
219
Manchester Capital Management
Vermont
$7.73K +$7.14K +1,068 New
SIC
220
Salem Investment Counselors
North Carolina
$7.61K
GC
221
Garde Capital
Washington
$7.24K +$6.68K +1,000 New
PFA
222
Pillar Financial Advisors
Kentucky
$6.73K
GWM
223
Geneos Wealth Management
Colorado
$6.56K -$9.69K -1,449 -62%
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$6.55K +$1.87K +280 +45%
AssetMark Inc
225
AssetMark Inc
California
$6.13K +$5.24K +784 +1,265%

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.