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
USCWA
576
U.S. Capital Wealth Advisors
Texas
$1.12M
RG
577
Rathbones Group
United Kingdom
$1.12M
NP
578
NorthRock Partners
Minnesota
$1.11M
WIA
579
World Investment Advisors
California
$1.11M
DS
580
DRW Securities
Illinois
$1.11M
FFA
581
Farther Finance Advisors
California
$1.1M
FRA
582
Frank Rimerman Advisors
California
$1.1M
MHIC
583
Marble Harbor Investment Counsel
Massachusetts
$1.1M
CC
584
Citrine Capital
California
$1.09M
PMG
585
ProVise Management Group
Florida
$1.07M
AMCA
586
Arthur M. Cohen & Associates
Illinois
$1.07M
GC
587
Guggenheim Capital
Illinois
$1.07M
AIMCA
588
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M
RC
589
RBF Capital
California
$1.06M
OFG
590
Oxford Financial Group
Indiana
$1.06M
FFB
591
First Financial Bankshares
Texas
$1.05M
RIA
592
Regal Investment Advisors
Michigan
$1.05M
PWM
593
Perigon Wealth Management
California
$1.04M
MG
594
Mather Group
Illinois
$1.03M
IP
595
Intellectus Partners
California
$1.03M
PA
596
PFW Advisors
Georgia
$1.02M
AIA
597
Armor Investment Advisors
North Carolina
$1M
VWM
598
Venturi Wealth Management
Texas
$1M
SWP
599
Stratos Wealth Partners
Ohio
$990K
OC
600
Oppenheimer & Co
New York
$987K