Aegon Ltd (AEG) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Aegon Ltd (AEG) following the 2026 Q2 hedge fund 13F filings?

As of today, AEG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AEG gained +11.4% vs +8.7% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Aegon Ltd (AEG)

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

Smart Money Signals — AEG

Based on 287 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their AEG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

287 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 — +14% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

145 buying131 selling

Last quarter: 145 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 40 → 39 → 49 → 39. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 28% new

130 out of 287 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 → 40 → 39 → 49 → 39 new funds/Q

New funds entering each quarter: 40 → 39 → 49 → 39. A growing number of institutions are discovering AEG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 44% veterans vs 33% newcomers

■ 44% veterans ■ 23% 1-2yr ■ 33% new

Entry-cohort mix of 288 holders: 128 (44%) are 2+ year veterans, 66 entered 1–2 years ago, and 94 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 81% AUM from top-100 funds

81% from top-100 AUM funds

38 of 286 holders are among the 100 largest funds by AUM, controlling 81% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	284	295	-3.73%
13F Shares	128M	161M	-20.55%
Total Value	$925M	$1.26B	-26.34%
New Positions	37	49	-12
Increased Positions	106	110	-4
Closed Positions	48	29	+19
Reduced Positions	82	76	+6
Total Calls	1	2	-50.0%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

284

295

-3.73%

13F Shares

128M

161M

-20.55%

Total Value

$925M

$1.26B

-26.34%

New Positions

-12

Increased Positions

106

110

-4

Closed Positions

+19

Reduced Positions

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q2)

284 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AEG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Transmarket Holdings LP	1.67%	269,933	$2.3M
2	Abc Arbitrage SA	1.42%	1,563,550	$13.2M
3	Grace & White Inc /Ny	1.29%	964,276	$8.1M
4	Private Wealth Asset Management, LLC	0.73%	900,000	$7.6M
5	XY Capital Ltd	0.48%	59,500	$502K
6	Dodge & Cox	0.20%	44,635,184	$376.7M
7	Wealthstar Advisors, LLC	0.20%	79,424	$670K
8	Mainstay Capital Management LLC /Adv	0.15%	240,295	$2.0M
9	OLIO Financial Planning	0.15%	71,009	$599K
10	Kingdom Financial Group LLC.	0.08%	38,040	$321K
11	Hennion & Walsh Asset Management, Inc.	0.08%	320,315	$2.7M
12	Fox Run Management, L.L.C.	0.08%	54,821	$463K
13	Abacus Wealth Partners, LLC	0.08%	86,070	$726K
14	Tower Research Capital LLC (TRC)	0.07%	338,445	$2.9M
15	Sivia Capital Partners, LLC	0.06%	58,572	$494K
16	Oppenheimer & Co Inc	0.05%	605,608	$5.1M
17	Boit C F David	0.05%	14,695	$124K
18	Baron Wealth Management LLC	0.05%	22,678	$191K
19	Jackson Square Capital, LLC	0.05%	40,482	$342K
20	Miller Investment Management, LP	0.04%	57,015	$481K
21	Entropy Technologies, LP	0.04%	127,979	$1.1M
22	Versant Capital Management, Inc	0.04%	54,621	$461K
23	Aaron Wealth Advisors LLC	0.04%	93,003	$785K
24	Cromwell Holdings LLC	0.04%	9,692	$84K
25	Henry James International Management Inc.	0.04%	14,391	$121K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AEG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AEG?

Slight buying edge — 53% buying: Last quarter: 145 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AEG holders?

Elite ownership — 81% AUM from top-100 funds: 38 of 286 holders are among the 100 largest funds by AUM, controlling 81% 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?

45% of holders stayed for 2+ years: 130 out of 287 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.

Is it too late to buy Aegon Ltd (AEG) following the 2026 Q2 hedge fund 13F filings?

As of today, AEG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AEG has gained +11.4% vs +8.7% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-10 vs last Q)

45% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 44% veterans vs 33% newcomers

Elite ownership — 81% AUM from top-100 funds

Institutional Sentiment Summary — AEG

Hedge Fund Ownership: AEG

Market Analysis: AEG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AEG

Is It Too Late to Buy Aegon Ltd (AEG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AEG

Statistics: AEG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Aegon Ltd (AEG)

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