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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
SFS
201
Sowell Financial Services
Arkansas
$84.5K +$83.8K +10,964 New
Squarepoint
202
Squarepoint
New York
$83.9K -$1.01M -131,961 -92%
AWM
203
Axxcess Wealth Management
California
$83.3K
AHL
204
Abel Hall LLC
Louisiana
$83.3K +$82.6K +10,806 New
GM
205
GeoWealth Management
Illinois
$81.8K +$275 +36 +0.3%
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$79.9K -$13.4K -1,748 -14%
CPA
207
Capital Performance Advisors
California
$79.9K +$168 +22 +0.2%
WPC
208
Wedmont Private Capital
Pennsylvania
$79.6K +$80.5K +10,527 New
CP
209
Canopy Partners
Ohio
$78.4K
QC
210
Quantessence Capital
New York
$77.9K +$77.2K +10,098 New
CH
211
Cromwell Holdings
Wyoming
$74.7K
Deutsche Bank
212
Deutsche Bank
Germany
$71.8K
RIL
213
Rothschild Investment LLC
Illinois
$64.5K -$933 -122 -1%
IBOK
214
Independence Bank of Kentucky
Kentucky
$61.7K
FFA
215
Farther Finance Advisors
California
$60.2K +$27.4K +3,583 +85%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$57.1K
GI
217
GAMMA Investing
California
$56.5K -$1.47K -192 -3%
Bessemer Group
218
Bessemer Group
New Jersey
$41K +$4.92K +643 +14%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$38.5K
CIAM
220
Caitong International Asset Management
Hong Kong
$34.8K +$26.3K +3,440 +321%
UBS AM
221
UBS AM
Illinois
$32.6K +$32.4K +4,234 New
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$31.3K +$31K +4,061 New
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$29.7K +$4.28K +560 +17%
BIA
224
Bell Investment Advisors
California
$26.2K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$25.8K +$130 +17 +0.5%

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.