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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
AIA
601
Armor Investment Advisors
North Carolina
$1M +$2.1K +6 +0.2%
VWM
602
Venturi Wealth Management
Texas
$1M +$25.8K +74 +3%
SWP
603
Stratos Wealth Partners
Ohio
$990K -$2.1K -6 -0.2%
OC
604
Oppenheimer & Co
New York
$987K +$78.6K +225 +9%
AIP
605
Ameritas Investment Partners
Nebraska
$985K -$13.6K -39 -1%
KWM
606
Kingsview Wealth Management
Oregon
$979K -$22K -63 -2%
CIC
607
Chilton Investment Company
Connecticut
$977K -$6.98K -20 -0.7%
FCA
608
Fortis Capital Advisors
Kansas
$976K -$1.75K -5 -0.2%
NEI
609
Northwest & Ethical Investments
Ontario, Canada
$974K -$104K -298 -10%
FFP
610
FourThought Financial Partners
Florida
$969K -$242K -694 -20%
JIC
611
Joel Isaacson & Co
New York
$965K +$33.5K +96 +4%
SCP
612
Sivia Capital Partners
California
$963K +$953K +2,729 New
MA
613
Mutual Advisors
Nebraska
$961K -$82.1K -235 -8%
SAM
614
Sompo Asset Management
Japan
$956K -$349K -1,000 -27%
KWM
615
Koa Wealth Management
California
$953K +$943K +2,702 New
AC
616
AXQ Capital
New Jersey
$951K +$731K +2,093 +348%
WSFS
617
Wilmington Savings Fund Society
Delaware
$941K +$9.78K +28 +1%
TPCW
618
TD Private Client Wealth
New York
$938K -$45K -129 -5%
WFA
619
Websterrogers Financial Advisors
South Carolina
$934K
FWMM
620
Foundation Wealth Management (Missouri)
Missouri
$933K +$1.75K +5 +0.2%
PAS
621
Park Avenue Securities
New York
$931K +$26.5K +76 +3%
AF
622
Allworth Financial
California
$916K +$106K +305 +13%
CAMG
623
CWA Asset Management Group
Florida
$910K -$26.2K -75 -3%
AWAU
624
Alliance Wealth Advisors (Utah)
Utah
$909K -$929K -2,661 -51%
YIH
625
Y-Intercept (HK)
Hong Kong
$902K -$898K -2,573 -50%