1,268 hedge funds and large institutions have $66.5B invested in Aon in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 422 increasing their positions, 473 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $66.2B → $66.5B (+$332M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 473

Holders
1,268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$40.4M
Net Calls
Net Calls Change

Top Sellers

1 -$356M
2 -$225M
3 -$220M
4
Morgan Stanley
Morgan Stanley
New York
-$198M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
451
Lafayette Investments
Maryland
$2.35M
FNBTCON
452
First National Bank & Trust Co of Newtown
Pennsylvania
$2.35M
DE
453
Diversified Enterprises
Delaware
$2.34M
AWM
454
Axxcess Wealth Management
California
$2.32M
GF
455
Gabelli Funds
New York
$2.31M
EP
456
Edgestream Partners
New Jersey
$2.3M
CCA
457
Catalyst Capital Advisors
New York
$2.3M
CGIM
458
Capital Group Investment Management
Singapore
$2.27M
CAG
459
Crestwood Advisors Group
Massachusetts
$2.27M
LWAM
460
Legacy Wealth Asset Management
Minnesota
$2.27M
PAG
461
Private Advisor Group
New Jersey
$2.24M
WG
462
Warner Group
Connecticut
$2.22M
AA
463
Aire Advisors
California
$2.21M
DILIC
464
Dai-ichi Life Insurance Company
Japan
$2.19M
SDIC
465
South Dakota Investment Council
South Dakota
$2.18M
WI
466
WBI Investments
New Jersey
$2.16M
EWA
467
EP Wealth Advisors
California
$2.12M
AA
468
Ancora Advisors
Ohio
$2.11M
ACA
469
Anchor Capital Advisors
Massachusetts
$2.1M
GI
470
GAMCO Investors
Connecticut
$2.07M
SAM
471
Securian Asset Management
Minnesota
$2.06M
HWM
472
HB Wealth Management
Georgia
$2.06M
ET
473
Equitable Trust
Tennessee
$2.04M
MSA
474
MUFG Securities Americas
New York
$2.04M
CCM
475
Coldstream Capital Management
Washington
$2.04M