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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
WIA
576
World Investment Advisors
California
$1.15M -$29.7K -85 -3%
PTC
577
Private Trust Company
Ohio
$1.15M -$25.1K -72 -2%
ETC
578
Exchange Traded Concepts
Oklahoma
$1.14M +$397K +1,136 +54%
CFM
579
Comprehensive Financial Management
California
$1.13M
USCWA
580
U.S. Capital Wealth Advisors
Texas
$1.12M +$5.59K +16 +0.5%
RG
581
Rathbones Group
United Kingdom
$1.12M
NP
582
NorthRock Partners
Minnesota
$1.11M -$697K -1,996 -39%
DS
583
DRW Securities
Illinois
$1.11M -$2.06M -5,913 -65%
FFA
584
Farther Finance Advisors
California
$1.1M +$518K +1,484 +90%
FRA
585
Frank Rimerman Advisors
California
$1.1M +$11.9K +34 +1%
MHIC
586
Marble Harbor Investment Counsel
Massachusetts
$1.1M
CC
587
Citrine Capital
California
$1.09M
HC
588
Henshaw Capital
Massachusetts
$1.08M
PMG
589
ProVise Management Group
Florida
$1.07M -$84.5K -242 -7%
AMCA
590
Arthur M. Cohen & Associates
Illinois
$1.07M
GC
591
Guggenheim Capital
Illinois
$1.07M +$1.05M +3,019 New
AIMCA
592
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M
RC
593
RBF Capital
California
$1.06M
OFG
594
Oxford Financial Group
Indiana
$1.06M +$9.08K +26 +0.9%
FFB
595
First Financial Bankshares
Texas
$1.05M -$88K -252 -8%
RIA
596
Regal Investment Advisors
Michigan
$1.05M +$54.5K +156 +6%
PWM
597
Perigon Wealth Management
California
$1.04M +$188K +538 +22%
MG
598
Mather Group
Illinois
$1.03M +$36.3K +104 +4%
IP
599
Intellectus Partners
California
$1.03M -$12.9K -37 -1%
PA
600
PFW Advisors
Georgia
$1.02M