Aegon

AEG • NYSE

Aegon is a insurance - diversified company in the financial services sector on NYSE, led by Lard Friese, with a market cap of $11.6B. As of Q3 2025, 12% of shares are held by 276 institutional investors, with DODGE & COX as the largest holder at 5.45%.

CEOLard Friese

Market Cap$11.6B

Insurance - Diversified

Financial Services

Employees15.7K

Websiteaegon.com

Overview

Overview of institutional ownership in AEG as of Q3 2025 with a market cap of $12.6B

All Institutions

Institutions: 276
Value Held: $1.5B
Shares Held: 187.5M
Avg Position: $5.4M
Median Position: $202.0K

Hedge Funds

Hedge Funds: 20
Value Held: $206.3M
Shares Held: 25.8M
Avg Position: $10.3M
Median Position: $1.1M

Ownership Breakdown

Institutional (non-HF)

10.27%

$1.3B

Hedge Funds

1.64%

$206.3M

Retail & Other

88.09%

$11.1B

Based on market cap of $12.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AEG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$685.4M 0.37% of portfolio	5.45% 85.8M shares	≤ Q2 2013 Held for 12y 5m+	$185.33B
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$135.4M 0.09% of portfolio	1.08% 16.9M shares	Q3 2023 Held for 2y 2m	$158.92B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$110.7M 0.01% of portfolio	0.88% 13.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$78.9M 0.02% of portfolio	0.63% 9.9M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
B BlackRock, Inc. Institution	-	$43.4M 0.00% of portfolio	0.35% 5.4M shares	Q4 2020 Held for 4y 11m	$5.67T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$41.8M 0.01% of portfolio	0.33% 5.2M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
B BNP PARIBAS ARBITRAGE, SA Institution	-	$39.2M 0.03% of portfolio	0.31% 4.9M shares	Q3 2022 Held for 3y 2m	$126.06B
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	David Spiel Vogel CEO	$35.0M 0.12% of portfolio	0.28% 4.4M shares	Q4 2023 Held for 1y 11m	$29.8B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$19.0M 0.01% of portfolio	0.15% 2.4M shares	Q4 2024 Held for 11 months	$310.43B
O Optiver Holding B.V. Institution	-	$17.9M 0.29% of portfolio	0.14% 2.2M shares	Q3 2022 Held for 3y 2m	$6.1B

Net Capital Flow

Institutional buying and selling activity for AEG in Q3 2025

Traded: −$50.4M
Buyers: 144
Sellers: 92
Total Bought: +$140.3M
Total Sold: −$190.8M
Avg Position: $5.0M

Biggest Buyers

Institution	Net Bought	Current Position
O Optiver Holding B.V. Institution	+$17.9M +2.2M shares	$17.9M 2.2M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$17.0M +2.1M shares	$78.9M 9.9M shares
A ABC ARBITRAGE SA Institution	+$16.6M +2.1M shares	$16.6M 2.1M shares
A Arrowpoint Investment Partners Pte. Ltd. Institution	+$15.4M +1.9M shares	$15.4M 1.9M shares
GOLDMAN SACHS GROUP INC Institution	+$12.0M +1.5M shares	$41.8M 5.2M shares
MORGAN STANLEY RIA/Wealth	+$9.8M +1.2M shares	$110.7M 13.9M shares
T Tower Research Capital LLC Institution	+$9.6M +1.2M shares	$9.6M 1.2M shares
J JANE STREET GROUP, LLC Institution	+$5.9M +739.0K shares	$10.5M 1.3M shares
X XY Capital Ltd Institution	+$5.5M +685.5K shares	$5.5M 685.5K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.1M +393.4K shares	$6.0M 753.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$32.5M −4.1M shares	$135.4M 16.9M shares
DODGE & COX Long Only Manager	−$23.6M −3.0M shares	$685.4M 85.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$23.4M −2.9M shares	$5.9M 736.4K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$19.3M −2.4M shares	$35.0M 4.4M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$19.1M −2.4M shares	$8.7M 1.1M shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$10.1M −1.3M shares	$39.2M 4.9M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$9.9M −1.2M shares	$5.6M 700.1K shares
JPMORGAN CHASE & CO Institution	−$8.6M −1.1M shares	$4.4M 546.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$8.1M −1.0M shares	$1.1M 133.2K shares
Summit Global Investments Long Only Manager	−$7.5M −1.0M shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AEG in Q3 2025

New Positions: 16
New Value: $5.9M
Exited Positions: 24
Exited Value: $11.9M

New Positions

Institution	Position Value
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	$2.1M 260.0K shares
F FACTORY MUTUAL INSURANCE CO Institution	$1.7M 218.7K shares
Integrated Quantitative Investments LLC Long Only Manager	$1.2M 153.1K shares
V Vise Technologies, Inc. Institution	$281.4K 35.2K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$162.1K 20.3K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$160.7K 20.1K shares
S SYM FINANCIAL CORPORATION RIA/Wealth	$91.0K 11.4K shares
AlphaCore Capital LLC Real Assets	$81.4K 10.2K shares
I Independence Bank of Kentucky Institution	$63.9K 8.0K shares
True Wealth Design, LLC RIA/Wealth	$11.6K 1.4K shares

Exited Positions

Institution	Previous Position
Summit Global Investments Long Only Manager	$7.5M 1.0M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$1.3M 183.1K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$883.9K 122.1K shares
F FORA Capital, LLC Hedge Fund•Quant	$741.3K 102.4K shares
M MACQUARIE GROUP LTD Institution	$411.7K 56.9K shares
Eqis Capital Management, Inc. RIA/Wealth	$197.2K 27.2K shares
Massey, Quick & Co., LLC RIA/Wealth	$157.7K 21.8K shares
Accel Wealth Management RIA/Wealth	$116.1K 16.0K shares
G GUGGENHEIM CAPITAL LLC Institution	$115.3K 15.9K shares
Optas, LLC RIA/Wealth	$87.1K 12.0K shares

Options Activity

Institutions with the largest Call and Put options positions in AEG as of Q3 2025

Call Positions: 3
Call Value: $1.1M
Put Positions: 2
Put Value: $540.9K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$612.8K 767.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$341.2K 427.0 contracts
J JANE STREET GROUP, LLC Institution	$111.1K 139.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$540.9K 677.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with AEG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Arrowpoint Investment Partners Pte. Ltd. Institution	-	22.93% $15.4M	0.12% 1.9M shares	Q3 2025 Held for 2 months	$67.2M
X XY Capital Ltd Institution	-	4.84% $5.5M	0.04% 685.5K shares	Q3 2025 Held for 2 months	$113.1M
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	1.91% $9.2M	0.07% 1.2M shares	Q4 2016 Held for 8y 11m	$481.2M
A ABC ARBITRAGE SA Institution	-	1.64% $16.6M	0.13% 2.1M shares	Q3 2025 Held for 2 months	$1.0B
W WHITE BAY PT LLC Institution	-	0.91% $2.8M	0.02% 344.3K shares	Q3 2025 Held for 2 months	$302.5M
Private Wealth Asset Management, LLC RIA/Wealth	Kimberly Lynn Cappellano CEO	0.87% $7.2M	0.06% 900.1K shares	Q1 2025 Held for 8 months	$825.2M
DODGE & COX Long Only Manager	Dana Morton Emery CEO	0.37% $685.4M	5.45% 85.8M shares	≤ Q2 2013 Held for 12y 5m+	$185.33B
Integrated Quantitative Investments LLC Long Only Manager	Kirsten Anna Syverson CEO	0.35% $1.2M	0.01% 153.1K shares	Q3 2025 Held for 2 months	$351.3M
Dorsey Wright & Associates ETF Provider	John Gunnard Lewis President	0.34% $1.3M	0.01% 161.4K shares	Q2 2024 Held for 1y 5m	$384.3M
O Optiver Holding B.V. Institution	-	0.29% $17.9M	0.14% 2.2M shares	Q3 2022 Held for 3y 2m	$6.1B

Hedge Fund Spotlight

Discover hedge funds investing in AEG

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in Aegon

Market Value: $5.6M
Shares Held: 700.1K
Portfolio Weight: 0.01%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%