Who Owns Aegon Ltd. (AEG)?Hedge Fund & Institutional Holders

$6.78-0.10 (-1.38%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

4.746357761690236e+298%

QoQ Change in Holders

+11 / -2

Price History

$5.51$6.14$6.78$7.42$8.05Sep 24Jun 25Mar 26

AEG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ABC ARBITRAGE SANew Position+2.1M+$16.2B
Private Wealth Asset Management, LLCNew Position+900K+$6.9B
OPPENHEIMER & CO INCNew Position+512K+$3.9B
UBS Group AGIncreased+494K+$3.2B
Hennion & Walsh Asset Management, Inc.New Position+409K+$3.2B
DIMENSIONAL FUND ADVISORS LPIncreased+971K+$3.1B
OLD MISSION CAPITAL LLCNew Position+395K+$3.0B
DRW Securities, LLCNew Position+421K+$3.0B
XTX Topco LtdNew Position+437K+$3.0B
GREENLEAF TRUSTNew Position+153K+$1.2B
Laird Norton Wetherby Trust Company, LLCNew Position+190K+$1.0B
MILLENNIUM MANAGEMENT LLCIncreased+168K+$935.8M
Abacus Wealth Partners, LLCNew Position+109K+$843.0M
TWO SIGMA ADVISERS, LPIncreased+101K+$657.7M
OLIO Financial PlanningNew Position+71K+$547.0M

AEG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
DODGE & COXDecreased-15.3M-$142.4B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-5.0M-$43.4B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-1.9M-$35.0B
Optiver Holding B.V.Decreased-1.4M-$11.2B
GOLDMAN SACHS GROUP INCDecreased-1.0M-$10.8B
AMERIPRISE FINANCIAL INCDecreased-747K-$7.0B
XY Capital LtdClosed Position-686K-$5.5B
Tower Research Capital LLC (TRC)Decreased-516K-$4.6B
TWO SIGMA INVESTMENTS, LPDecreased-410K-$3.6B
JPMORGAN CHASE & CODecreased-26K-$2.4B
HighTower Advisors, LLCDecreased-7K-$1.6B
Laird Norton Wetherby Wealth Management, LLCClosed Position-179K-$1.4B
WELLS FARGO & COMPANY/MNDecreased-8K-$1.4B
ROYAL BANK OF CANADADecreased-94K-$1.3B
CAPITAL FUND MANAGEMENT S.A.Decreased-81K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DODGE & COX70,522,831$543.0B0.29%Share
2ARROWSTREET CAPITAL, LIMITED PARTNERSHIP11,992,010$92.0B0.05%Share
3DIMENSIONAL FUND ADVISORS LP9,903,706$76.0B0.02%Share
4GOLDMAN SACHS GROUP INC3,721,878$28.0B0.00%Share
5UBS Group AG2,506,349$19.3B0.00%Share
6RAYMOND JAMES FINANCIAL INC2,326,602$17.0B0.01%Share
7ABC ARBITRAGE SA2,097,310$16.2B1.51%Share
8AMERICAN CENTURY COMPANIES INC1,408,011$10.0B0.01%Share
9Private Wealth Asset Management, LLC900,118$6.9B0.75%Share
10Optiver Holding B.V.877,989$6.8B0.00%Share
11NORTHERN TRUST CORP905,935$6.0B0.00%Share
12AQR CAPITAL MANAGEMENT LLC823,343$6.0B0.00%Share
13Tower Research Capital LLC (TRC)689,803$5.0B0.12%Share
14NORTHERN TRUST CORP571,128$4.0B0.00%Share
15TODD ASSET MANAGEMENT LLC607,018$4.0B0.08%Share
16OPPENHEIMER & CO INC512,025$3.9B0.06%Share
17Hennion & Walsh Asset Management, Inc.408,724$3.2B0.11%Share
18OLD MISSION CAPITAL LLC394,838$3.0B0.07%Share
19US BANCORP \DE\389,424$3.0B0.00%Share
20DIMENSIONAL FUND ADVISORS LP486,636$3.0B0.00%Share
21O'SHAUGHNESSY ASSET MANAGEMENT, LLC439,900$3.0B0.02%Share
22CITADEL ADVISORS LLC445,839$3.0B0.00%Share
23XTX Topco Ltd437,300$3.0B0.08%Share
24DRW Securities, LLC420,782$3.0B0.08%Share
25GOLDMAN SACHS GROUP INC465,071$3.0B0.00%Share
26DIMENSIONAL FUND ADVISORS LP410,605$3.0B0.00%Share
27CITADEL ADVISORS LLC316,422$2.0B0.00%Share
28TWO SIGMA INVESTMENTS, LP289,688$2.0B0.00%Share
29CIBC WORLD MARKET INC.341,979$2.0B0.00%Share
30JPMORGAN CHASE & CO388,416$2.0B0.00%Share
31TWO SIGMA ADVISERS, LP268,800$2.0B0.00%Share
32SEI INVESTMENTS CO331,600$2.0B0.00%Share
33MILLENNIUM MANAGEMENT LLC300,725$2.0B0.00%Share
34MAINSTAY CAPITAL MANAGEMENT LLC /ADV237,253$1.8B0.14%Share
35FACTORY MUTUAL INSURANCE CO169,398$1.3B0.01%Share
36Crossmark Global Holdings, Inc.156,954$1.2B0.02%Share
37GREENLEAF TRUST153,476$1.2B0.01%Share
38DIVERSIFY WEALTH MANAGEMENT, LLC152,236$1.2B0.05%Share
39AMERIPRISE FINANCIAL INC175,639$1.0B0.00%Share
40CHARLES SCHWAB INVESTMENT MANAGEMENT INC256,664$1.0B0.00%Share
41PNC FINANCIAL SERVICES GROUP, INC.196,737$1.0B0.00%Share
42Laird Norton Wetherby Trust Company, LLC188,955$1.0B0.02%Share
43Focus Partners Wealth141,769$1.0B0.00%Share
44CAPITAL FUND MANAGEMENT S.A.199,274$1.0B0.00%Share
45BANK OF AMERICA CORP /DE/141,325$1.0B0.00%Share
46Abacus Wealth Partners, LLC109,385$843.0M0.08%Share
47Wealthstar Advisors, LLC85,221$657.0M0.29%Share
48OLIO Financial Planning71,009$547.0M0.15%Share
49EVERGREEN CAPITAL MANAGEMENT LLC67,660$521.0M0.01%Share
50CAMBIAR INVESTORS LLC63,600$490.0M0.02%Share

AEG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025295$911.9B+103
Q3 2025192$1.2T-47
Q2 2025239$329.9B-15
Q1 2025254$1.2T+25
Q4 2024229$2.7T+34
Q3 2024195$14.1T-3
Q2 2024198$11.6T+21
Q1 2024177$353.0T—

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As of Q4 2025, 50 institutional investors hold AEG (Aegon Ltd.). The largest holder is DODGE & COX with $543.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AEG?

As of Q4 2025, 50 institutional investors report holding AEG (Aegon Ltd.) in their 13F filings.

Who is the largest institutional holder of AEG?

The largest institutional holder of AEG is DODGE & COX with $543.0B in shares.

Is institutional ownership of AEG increasing or decreasing?

This quarter, 11 institutions opened new positions in AEG and 2 closed their positions.