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
PTC
576
Private Trust Company
Ohio
$1.15M
ETC
577
Exchange Traded Concepts
Oklahoma
$1.14M
CFM
578
Comprehensive Financial Management
California
$1.13M
USCWA
579
U.S. Capital Wealth Advisors
Texas
$1.12M
RG
580
Rathbones Group
United Kingdom
$1.12M
NP
581
NorthRock Partners
Minnesota
$1.11M
DS
582
DRW Securities
Illinois
$1.11M
FFA
583
Farther Finance Advisors
California
$1.1M
FRA
584
Frank Rimerman Advisors
California
$1.1M
MHIC
585
Marble Harbor Investment Counsel
Massachusetts
$1.1M
CC
586
Citrine Capital
California
$1.09M
PMG
587
ProVise Management Group
Florida
$1.07M
AMCA
588
Arthur M. Cohen & Associates
Illinois
$1.07M
GC
589
Guggenheim Capital
Illinois
$1.07M
AIMCA
590
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M
RC
591
RBF Capital
California
$1.06M
OFG
592
Oxford Financial Group
Indiana
$1.06M
FFB
593
First Financial Bankshares
Texas
$1.05M
RIA
594
Regal Investment Advisors
Michigan
$1.05M
PWM
595
Perigon Wealth Management
California
$1.04M
MG
596
Mather Group
Illinois
$1.03M
IP
597
Intellectus Partners
California
$1.03M
PA
598
PFW Advisors
Georgia
$1.02M
AIA
599
Armor Investment Advisors
North Carolina
$1M
VWM
600
Venturi Wealth Management
Texas
$1M