Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AEGON LTD (AEG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
10Q ▲
Buyers last Q
60%

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.

Hedge Fund Ownership: AEG

How many hedge funds hold AEG — quarterly history vs. share price
Quarterly hedge fund ownership of AEG vs. share price

Market Analysis: AEG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AEG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: AEG
2026 Q1 Stats Unlock in 11 days 282 + Investors

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

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

Statistics: AEG

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Short % of Float --

Financial Highlights

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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.

Top 25 institutional holders of AEG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABC ARBITRAGE SA 2.03% 2,107,085 $15.3M
2 GRACE & WHITE INC /NY 1.42% 1,107,297 $8.0M
3 Private Wealth Asset Management, LLC 0.70% 900,000 $6.5M
4 Wealthstar Advisors, LLC 0.45% 133,514 $969K
5 Impact Investors, Inc 0.15% 30,249 $220K
6 OLIO Financial Planning 0.14% 71,009 $516K
7 Stronghold Wealth Management L.L.C. 0.11% 10,155 $74K
8 Lester Murray Antman dba SimplyRich 0.10% 56,361 —
9 VIEWPOINT INVESTMENT PARTNERS CORP 0.07% 30,100 $160K
10 Abacus Wealth Partners, LLC 0.07% 110,254 $800K
11 JACKSON SQUARE CAPITAL, LLC 0.06% 40,482 $294K
12 OPPENHEIMER & CO INC 0.05% 559,615 $4.1M
13 Boit C F David 0.05% 14,695 $107K
14 Miller Investment Management, LP 0.04% 57,015 $414K
15 Versant Capital Management, Inc 0.04% 56,634 $411K
16 Cromwell Holdings LLC 0.04% 9,692 $70K
17 Henry James International Management Inc. 0.04% 14,260 $104K
18 Aaron Wealth Advisors LLC 0.04% 88,748 $644K
19 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% 644,010 $5K
20 Ethic Inc. 0.03% 259,380 $1.9M
21 May Hill Capital, LLC 0.03% 16,146 $117K
22 SAGE RHINO CAPITAL LLC 0.03% 20,790 $151K
23 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% 184,669 $1.5M
24 Argos Wealth Advisors, LLC 0.03% 12,436 $90K
25 Brooklyn Investment Group 0.03% 112,460 $816K
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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.