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