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1,279 hedge funds and large institutions have $66.6B invested in Aon in 2025 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 424 increasing their positions, 474 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $109M | Put options by funds: $40.4M

54% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 100

2% more funds holding

Funds holding: 1,2481,279 (+31)

1.7% more ownership

Funds ownership: 86.17%87.87% (+1.7%)

0% more capital invested

Capital invested by funds: $66.3B → $66.6B (+$330M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 474

Holders
1,279
Holders Change
+31
Holders Change %
+2.48%
% of All Funds
15.56%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.32%
New
154
Increased
424
Reduced
474
Closed
100
Calls
$109M
Puts
$40.4M
Net Calls
+$68.7M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Salvus Wealth Management
New Jersey
$2.39M +$66.3K +190 +3%
LI
452
Lafayette Investments
Maryland
$2.35M +$8.73K +25 +0.4%
FNBTCON
453
First National Bank & Trust Co of Newtown
Pennsylvania
$2.35M
DE
454
Diversified Enterprises
Delaware
$2.34M +$40.5K +116 +2%
AWM
455
Axxcess Wealth Management
California
$2.32M -$349 -1 -0%
GF
456
Gabelli Funds
New York
$2.31M -$1.41M -4,050 -38%
EP
457
Edgestream Partners
New Jersey
$2.3M +$1.87M +5,344 +452%
CCA
458
Catalyst Capital Advisors
New York
$2.3M +$898K +2,571 +65%
CGIM
459
Capital Group Investment Management
Singapore
$2.27M -$784K -2,246 -26%
CAG
460
Crestwood Advisors Group
Massachusetts
$2.27M +$62.2K +178 +3%
LWAM
461
Legacy Wealth Asset Management
Minnesota
$2.27M -$202K -579 -8%
PAG
462
Private Advisor Group
New Jersey
$2.24M -$39.5K -113 -2%
WG
463
Warner Group
Connecticut
$2.22M -$91.1K -261 -4%
AA
464
Aire Advisors
California
$2.21M +$4.54K +13 +0.2%
DILIC
465
Dai-ichi Life Insurance Company
Japan
$2.19M -$384K -1,100 -15%
SDIC
466
South Dakota Investment Council
South Dakota
$2.18M -$140K -400 -6%
WI
467
WBI Investments
New Jersey
$2.16M +$2.13M +6,108 New
EWA
468
EP Wealth Advisors
California
$2.12M +$2.1M +6,014 New
AA
469
Ancora Advisors
Ohio
$2.11M -$20.6K -59 -1%
ACA
470
Anchor Capital Advisors
Massachusetts
$2.1M -$72.3K -207 -3%
GI
471
GAMCO Investors
Connecticut
$2.07M +$9.78K +28 +0.5%
SAM
472
Securian Asset Management
Minnesota
$2.06M -$1.63M -4,681 -44%
HWM
473
HB Wealth Management
Georgia
$2.06M -$502K -1,439 -20%
ET
474
Equitable Trust
Tennessee
$2.04M -$253K -726 -11%
MSA
475
MUFG Securities Americas
New York
$2.04M -$8.73K -25 -0.4%