295 hedge funds and large institutions have $1.24B invested in Aegon in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.1% less ownership

Funds ownership: 11.34%10.24% (-1.1%)

17% less capital invested

Capital invested by funds: $1.5B → $1.24B (-$256M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.81M
Puts
$834K
Net Calls
Net Calls Change

Top Buyers

1 +$7.42M
2 +$4.58M
3 +$3.82M
4
UBS Group
UBS Group
Switzerland
+$3.78M
5
Jane Street
Jane Street
New York
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Axxcess Wealth Management
California
$83.3K
AHL
202
Abel Hall LLC
Louisiana
$83.3K
GM
203
GeoWealth Management
Illinois
$81.8K
AWAU
204
Alliance Wealth Advisors (Utah)
Utah
$79.9K
CPA
205
Capital Performance Advisors
California
$79.9K
WPC
206
Wedmont Private Capital
Pennsylvania
$79.6K
CP
207
Canopy Partners
Ohio
$78.4K
QC
208
Quantessence Capital
New York
$77.9K
CH
209
Cromwell Holdings
Wyoming
$74.7K
Deutsche Bank
210
Deutsche Bank
Germany
$71.8K
RIL
211
Rothschild Investment LLC
Illinois
$64.5K
IBOK
212
Independence Bank of Kentucky
Kentucky
$61.7K
FFA
213
Farther Finance Advisors
California
$60.2K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$57.1K
GI
215
GAMMA Investing
California
$56.5K
Bessemer Group
216
Bessemer Group
New Jersey
$41K
BCWM
217
Bartlett & Co Wealth Management
Ohio
$38.5K
UBS AM
218
UBS AM
Illinois
$32.6K
PWPS
219
Pinnacle Wealth Planning Services
Ohio
$31.3K
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$29.7K
BIA
221
Bell Investment Advisors
California
$26.2K
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$25.8K
LFG
223
Larson Financial Group
Missouri
$22.7K
BBHC
224
Brown Brothers Harriman & Co
New York
$22.6K
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$22.5K