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AEGON LTD. hedge fund holdings

AEGNYSE
$8.45-0.04 (-0.47% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

AEG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202510259$311M$257M245Aug 14, 2025
Q3 20259163$138M$220M262Nov 14, 2025
Q4 20259770$54.8M$266M279Feb 14, 2026
Q1 202610790$55.7M$279M272May 15, 2026
Q2 202611657$98.1M$171M284Aug 14, 2026

Quarterly action breakdown

Q2 2026
284 filers
New position
37
$14.4M+1.71M sh
Increased
79
$83.7M+9.92M sh
Reduced
38
-$158M-18.8M sh
Out / sold
19
-$12.6M-1.49M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Dodge & CoxReduce 11.71%-$50M$377M0.20%Aug 13, 2026
Quantinno Capital Management LPAdded 47.67%+$6.98M$21.6M0.03%Aug 13, 2026
Capital Fund Management S.A.Added 327.01%+$5.52M$7.2M0.03%Aug 13, 2026
Todd Asset Management LLCSell 100%-$4.71M$00.00%Aug 4, 2026
Teachers Retirement System of the State of KentuckySell 100%-$4.68M$00.00%Aug 12, 2026
Abc Arbitrage SAReduce 25.80%-$4.59M$13.2M1.43%Jul 20, 2026
Transmarket Holdings LPReduce 59.45%-$3.34M$2.28M1.67%Jul 21, 2026
Voloridge Investment Management, LLCReduce 21.22%-$2.2M$8.16M0.03%Aug 14, 2026
Old Mission Capital LLCReduce 33.62%-$1.74M$3.44M0.05%Aug 14, 2026
Diversify Wealth Management, LLCReduce 85.38%-$1.44M$247K0.00%Jul 30, 2026
Graham Capital Management, L.P.Added 381.69%+$1.15M$1.45M0.03%Aug 14, 2026
Bridgewater Associates, LPAdded 180.06%+$957K$1.49M0.01%Aug 14, 2026
XY Capital LtdNew Buy+$502K$502K0.48%Aug 11, 2026
Fox Run Management, L.L.C.New Buy+$463K$463K0.08%Aug 4, 2026
Wealthstar Advisors, LLCReduce 40.51%-$457K$670K0.20%Jul 30, 2026
Jain Global LLCNew Buy+$449K$449K0.00%Aug 14, 2026
Sequoia Financial Advisors, LLCReduce 40.26%-$414K$614K0.00%Jul 17, 2026
Oppenheimer & Co IncAdded 8.22%+$388K$5.11M0.05%Aug 3, 2026
Diversify Advisory Services, LLCNew Buy+$247K$247K0.00%Aug 10, 2026
Vident Advisory, LLCReduce 9.20%-$237K$2.33M0.02%Aug 12, 2026
Impact Investors, IncSell 100%-$220K$00.00%Jul 31, 2026
Blueshift Asset Management, LLCNew Buy+$219K$219K0.05%Aug 14, 2026
Abacus Wealth Partners, LLCReduce 21.93%-$204K$726K0.08%Jul 22, 2026
Cibc World Market Inc.Added 6.19%+$181K$3.1M0.01%Aug 13, 2026
55 North Private Wealth, LLCNew Buy+$177K$177K0.03%Jul 7, 2026
Independent Advisor AllianceNew Buy+$173K$173K0.00%Aug 12, 2026
Viewpoint Investment Partners CorpSell 100%-$160K$00.00%Jul 16, 2026
Syon Capital LLCAdded 30.82%+$159K$677K0.03%Aug 14, 2026
Cambiar Investors LLCReduce 28.28%-$152K$385K0.02%Jul 31, 2026
Yousif Capital Management, LLCSell 100%-$146K$00.00%Jul 16, 2026
Accel Wealth ManagementNew Buy+$132K$132K0.03%Jul 10, 2026
Stonebrook Private Inc.New Buy+$132K$132K0.02%Aug 14, 2026
Sepio Capital, LPNew Buy+$105K$105K0.01%Jul 28, 2026
Trek Financial, LLCSell 100%-$105K$00.00%Aug 13, 2026
Glenview Trust CoNew Buy+$102K$102K0.00%Aug 18, 2026
Axq Capital, LPSell 100%-$97.5K$00.00%Aug 6, 2026
Baron Wealth Management LLCAdded 101.83%+$96.6K$191K0.05%Jul 7, 2026
Flputnam Investment Management CoNew Buy+$91.4K$91.4K0.00%Aug 6, 2026
HUB Investment Partners, LLCAdded 30.83%+$91.3K$387K0.01%Jul 31, 2026
Mayflower Financial Advisors, LLCNew Buy+$89.2K$89.2K0.01%Jul 9, 2026
Caprock Group, LLCAdded 15.60%+$88.9K$659K0.01%Jul 27, 2026
Evergreen Capital Management LLCAdded 13.40%+$87.5K$740K0.01%Jul 23, 2026
Angeles Wealth Management, LLCNew Buy+$87.1K$87.1K0.00%Jul 28, 2026
Cornerstone Wealth Group, LLCNew Buy+$86.6K$86.6K0.01%Jul 27, 2026
Dynasty Wealth Management, LLCAdded 49.08%+$86.4K$262K0.00%Aug 13, 2026
Perigon Wealth Management, LLCSell 100%-$85.6K$00.00%Aug 7, 2026
Carret Asset Management, LLCNew Buy+$84.4K$84.4K0.01%Aug 4, 2026
Wedmont Private CapitalSell 100%-$83.5K$00.00%Jul 13, 2026
QRG Capital Management, Inc.Added 23.39%+$82.4K$435K0.00%Jul 14, 2026
Stronghold Wealth Management L.L.C.Sell 100%-$73.7K$00.00%Jul 24, 2026
Ethic Inc.Reduce 3.35%-$73.4K$2.12M0.03%Jul 29, 2026
Vise Technologies, Inc.Reduce 35.24%-$55.3K$102K0.00%Aug 11, 2026
Keebeck Wealth ManagementAdded 52.46%+$52.4K$152K0.01%Aug 11, 2026
Kestra Private Wealth Services, LLCReduce 11.65%-$50.3K$382K0.00%Jul 28, 2026
Central Pacific Bank - Trust DivisionReduce 22.79%-$41.4K$140K0.01%Jul 7, 2026
Aaron Wealth Advisors LLCAdded 4.79%+$35.9K$785K0.04%Jul 16, 2026
Jackson Thornton Wealth Management, LLCAdded 21.51%+$26.1K$147K0.01%Aug 6, 2026
Hennion & Walsh Asset Management, Inc.Reduce 0.93%-$25.4K$2.7M0.08%Jul 8, 2026
GeoWealth Management, LLCReduce 21.12%-$23.9K$89.2K0.00%Jul 30, 2026
Evolve Private Wealth, LLCAdded 16.10%+$23.7K$171K0.01%Aug 12, 2026
Mainstay Capital Management LLCAdded 1.16%+$23.2K$2.03M0.15%Aug 12, 2026
Keybank National AssociationAdded 22.08%+$22.6K$125K0.00%Jul 28, 2026
Atria Investments, IncReduce 19.16%-$20.4K$85.9K0.00%Jul 28, 2026
Kathmere Capital Management, LLCAdded 15.35%+$19.5K$146K0.01%Jul 29, 2026
Versant Capital Management, IncReduce 3.55%-$17K$461K0.04%Jul 2, 2026
Independence Bank of KentuckyReduce 22.86%-$13.5K$45.6K0.01%Jul 13, 2026
May Hill Capital, LLCAdded 9.81%+$13.4K$150K0.03%Aug 7, 2026
Focus Partners Advisor Solutions, LLCAdded 9.01%+$11K$133K0.00%Aug 6, 2026
Summit Trail Advisors, LLCAdded 7.73%+$10.7K$149K0.00%Aug 11, 2026
Dorsey & Whitney Trust CO LLCAdded 6.75%+$8.85K$140K0.01%Aug 14, 2026
Elevation Wealth Partners, LLCNew Buy+$8.65K$8.65K0.00%Jul 8, 2026
Choreo, LLCAdded 1.83%+$8.3K$461K0.01%Aug 4, 2026
Itau Unibanco Holding S.A.New Buy+$7.34K$7.34K0.00%Aug 14, 2026
First Trust Advisors LPAdded 5.22%+$6.6K$133K0.00%Aug 11, 2026
RMG Wealth Management LLCNew Buy+$6.22K$6.22K0.00%Aug 13, 2026
Cary Street Partners Investment Advisory LLCAdded 34.41%+$5.74K$22.4K0.00%Jul 17, 2026
Assetmark, IncAdded 52.33%+$5.22K$15.2K0.00%Jul 30, 2026
Sound Income Strategies, LLCSell 100%-$5K$00.00%Jul 20, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$4.07K$00.00%Aug 13, 2026
Laird Norton Wetherby Trust Company, LLCAdded 0.26%+$3.95K$1.55M0.03%Aug 14, 2026
Institute for Wealth Management, LLC.New Buy+$2.8K$2.8K0.00%Jul 28, 2026
Prime Capital Investment Advisors, LLCAdded 0.60%+$2.1K$350K0.00%Aug 5, 2026
TD Private Client Wealth LLCAdded 238.83%+$2.08K$2.95K0.00%Aug 4, 2026
Asset Planning,IncNew Buy+$1.84K$1.84K0.00%Jul 27, 2026
Kingdom Financial Group LLC.Added 0.55%+$1.76K$321K0.08%Aug 7, 2026
Synergy Investment Management, LLCNew Buy+$1.7K$1.7K0.00%Aug 14, 2026
Huntington National BankAdded 19900.00%+$1.68K$1.69K0.00%Aug 13, 2026
Whipplewood Advisors, LLCSell 100%-$1.6K$00.00%Jul 27, 2026
Silver Grove Financial Group, Inc.New Buy+$1.59K$1.59K0.00%Aug 13, 2026
Financial Consulate, IncAdded 19.02%+$1.36K$8.49K0.00%Jul 23, 2026
Cary Street Partners Financial LLCAdded 0.58%+$1.33K$229K0.01%Jul 17, 2026
Sage Rhino Capital LLCAdded 0.74%+$1.3K$177K0.03%Aug 3, 2026
Henry James International Management Inc.Added 0.92%+$1.11K$121K0.04%Jul 9, 2026
Fiduciary Financial AdvisorsNew Buy+$1.03K$1.03K0.00%Aug 14, 2026
SHP Wealth ManagementAdded 79.22%+$1.03K$2.33K0.00%Aug 11, 2026
Pinnacle Wealth Planning Services, Inc.Added 1.51%+$726$48.7K0.00%Aug 7, 2026
PDS Planning, IncAdded 0.35%+$717$204K0.01%Aug 5, 2026
LRI Investments, LLCNew Buy+$701$7010.00%Jul 14, 2026
IFG Advisory, LLCNew Buy+$641$6410.00%Aug 14, 2026
North Star Investment Management Corp.New Buy+$498$4980.00%Jul 28, 2026

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