1,256 hedge funds and large institutions have $66.5B invested in Aon in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 419 increasing their positions, 472 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $66.2B → $66.5B (+$232M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 472

Holders
1,256
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
$108M
Puts
$37.4M
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
EPW
526
Evolve Private Wealth
California
$1.48M
CA
527
Clune & Associates
Illinois
$1.47M
QCM
528
QRG Capital Management
Illinois
$1.45M
LCM
529
Logan Capital Management
Pennsylvania
$1.44M
CTA
530
Chesley Taft & Associates
Illinois
$1.44M
IWC
531
Integrated Wealth Concepts
Massachusetts
$1.44M
TG
532
TCW Group
California
$1.44M
VPI
533
Value Partners Investments
Manitoba, Canada
$1.42M
HAG
534
HighPoint Advisor Group
Illinois
$1.41M
HNB
535
Huntington National Bank
Ohio
$1.41M
EIP
536
Ellis Investment Partners
Pennsylvania
$1.41M
MCM
537
Mattern Capital Management
Colorado
$1.4M
AAM
538
Auxier Asset Management
Oregon
$1.4M
NA
539
Nordwand Advisors
Pennsylvania
$1.4M
NG
540
Norden Group
Utah
$1.4M
AP
541
Americana Partners
Texas
$1.39M
RIL
542
Rothschild Investment LLC
Illinois
$1.39M
MWM
543
Mission Wealth Management
California
$1.38M
GBA
544
Garrison Bradford & Associates
New York
$1.38M
MWM
545
MOKAN Wealth Management
Kansas
$1.37M
PC
546
Permanens Capital
New York
$1.37M
LFM
547
LGT Fund Management
Liechtenstein
$1.36M
CWP
548
Curated Wealth Partners
California
$1.36M
HCMT
549
Highland Capital Management (Tennessee)
Tennessee
$1.36M
DWM
550
Dynasty Wealth Management
Florida
$1.35M