AEGON LTD (AEG): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

AEGON LTD (AEG)

282 + Investors. Track Smart Money conviction in AEG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AEG

Based on 280 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added AEG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

280 hedge funds hold AEG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

154 buying101 selling

Last quarter: 154 funds were net buyers (47 opened a brand new position + 107 added to an existing one). Only 101 were sellers (73 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new AEG position: 27 → 36 → 35 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 33% medium ■ 27% new

112 out of 280 hedge funds have held AEG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

28 → 27 → 36 → 35 → 47 new funds/Q

New funds entering each quarter: 27 → 36 → 35 → 47. A growing number of institutions are discovering AEG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 6% veterans, 33% new entrants

■ 6% veterans ■ 60% 1-2yr ■ 33% new

Of 282 current holders: 18 (6%) held 2+ years, 170 held 1–2 years, 94 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

28 of 280 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in AEG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	282	265	6.42%
13F Shares	158M	185M	-14.27%
Total Value	$1.24B	$1.47B	-16.04%
New Positions	47	35	+12
Increased Positions	114	110	+4
Closed Positions	28	24	+4
Reduced Positions	74	73	+1
Total Calls	2	3	-33.33%
Total Puts	1	1	-
PUT/CALL Ratio	0.5	0.33	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

282

265

6.42%

13F Shares

158M

185M

-14.27%

Total Value

$1.24B

$1.47B

-16.04%

New Positions

+12

Increased Positions

114

110

Closed Positions

Reduced Positions

Total Calls

-33.33%

Total Puts

PUT/CALL Ratio

0.5

0.33

Bullish

Institutional Holders (2026 Q1)

282 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AEG. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of AEG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GRACE & WHITE INC /NY	1.42%	1,107,297	$8.0M
2	Wealthstar Advisors, LLC	0.45%	133,514	$969K
3	Impact Investors, Inc	0.15%	30,249	$220K
4	OLIO Financial Planning	0.14%	71,009	$516K
5	Stronghold Wealth Management L.L.C.	0.11%	10,155	$74K
6	Lester Murray Antman dba SimplyRich	0.10%	56,361	—
7	VIEWPOINT INVESTMENT PARTNERS CORP	0.07%	30,100	$160K
8	Abacus Wealth Partners, LLC	0.07%	110,254	$800K
9	JACKSON SQUARE CAPITAL, LLC	0.06%	40,482	$294K
10	OPPENHEIMER & CO INC	0.05%	559,615	$4.1M
11	Boit C F David	0.05%	14,695	$107K
12	Versant Capital Management, Inc	0.04%	56,634	$411K
13	Cromwell Holdings LLC	0.04%	9,692	$70K
14	Henry James International Management Inc.	0.04%	14,260	$104K
15	Aaron Wealth Advisors LLC	0.04%	88,748	$644K
16	Ethic Inc.	0.03%	259,380	$1.9M
17	SAGE RHINO CAPITAL LLC	0.03%	20,790	$151K
18	DIVERSIFY WEALTH MANAGEMENT, LLC	0.03%	184,669	$1.5M
19	Argos Wealth Advisors, LLC	0.03%	12,436	$90K
20	Brooklyn Investment Group	0.03%	112,460	$816K
21	Baron Wealth Management LLC	0.02%	11,236	$82K
22	HIGHLAND CAPITAL MANAGEMENT, LLC	0.02%	54,227	$394K
23	Central Pacific Bank - Trust Division	0.02%	21,500	$156K
24	Ares Financial Consulting, LLC	0.02%	3,032	$22K
25	Venturi Wealth Management, LLC	0.02%	47,432	$344K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — AEGON LTD (AEG)

What does the Smart Money Trend signal show for AEG?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added AEG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AEG?

More buyers than sellers — 60% buying: Last quarter: 154 funds were net buyers (47 opened a brand new position + 107 added to an existing one). Only 101 were sellers (73 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AEG holders?

Elite ownership — 76% AUM from top-100 funds: 28 of 280 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in AEG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AEG?

40% of holders stayed for 2+ years: 112 out of 280 hedge funds have held AEG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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AEGON LTD (AEG)

Smart Money Signals — AEG

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+12 vs last Q)

40% of holders stayed for 2+ years

Growing discovery — still being found

Mixed cohorts — 6% veterans, 33% new entrants

Elite ownership — 76% AUM from top-100 funds

Hedge Fund Ownership: AEG

Market Analysis: AEG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AEG

Hedge Fund Positioning: AEG

Statistics: AEG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — AEGON LTD (AEG)

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