We are live on ! Find out more

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
CWP
551
Curated Wealth Partners
California
$1.36M +$248K +709 +23%
HCMT
552
Highland Capital Management (Tennessee)
Tennessee
$1.36M +$1.34M +3,850 New
DWM
553
Dynasty Wealth Management
Florida
$1.35M -$56.2K -161 -4%
CWM
554
Circle Wealth Management
New Jersey
$1.35M -$159K -454 -11%
NAMI
555
Nomura Asset Management International
Pennsylvania
$1.33M +$1.32M +3,774 New
GT
556
Greenleaf Trust
Michigan
$1.31M -$89.7K -257 -6%
Kovitz Investment Group Partners
557
Kovitz Investment Group Partners
Illinois
$1.31M -$124M -355,035 -99%
SLA
558
Silver Lake Advisory
Utah
$1.28M
PHS
559
Pekin Hardy Strauss
Illinois
$1.28M -$6.98K -20 -0.6%
WW
560
Waterfront Wealth
Kansas
$1.27M +$5.94K +17 +0.5%
BAM
561
Belpointe Asset Management
Nevada
$1.27M +$289K +829 +30%
FAB
562
First American Bank
Illinois
$1.25M
CH
563
Canton Hathaway
Rhode Island
$1.24M
BPA
564
Beacon Pointe Advisors
California
$1.23M -$33.9K -97 -3%
LGF
565
LGT Group Foundation
Liechtenstein
$1.21M -$6.98K -20 -0.6%
AAB
566
ABN AMRO Bank
Netherlands
$1.2M
S
567
SignatureFD
Georgia
$1.19M +$196K +561 +20%
BPCE
568
Bank Pictet & Cie (Europe)
Germany
$1.18M
VT
569
Vise Technologies
New York
$1.18M +$375K +1,073 +47%
RBI
570
Raiffeisen Bank International
Austria
$1.17M -$48.9K -140 -4%
QT
571
Quantbot Technologies
New York
$1.17M -$3.43M -9,820 -75%
DWT
572
Dorsey & Whitney Trust
South Dakota
$1.17M -$60.8K -174 -5%
PFPG
573
Pinnacle Financial Partners (Georgia)
Georgia
$1.16M +$1.15M +3,293 New
CVA
574
Ceredex Value Advisors
Florida
$1.16M -$36.5M -104,482 -97%
DSC
575
Duncker Streett & Co
Missouri
$1.16M