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
SWP
601
Stratos Wealth Partners
Ohio
$990K
OC
602
Oppenheimer & Co
New York
$987K
AIP
603
Ameritas Investment Partners
Nebraska
$985K
KWM
604
Kingsview Wealth Management
Oregon
$979K
CIC
605
Chilton Investment Company
Connecticut
$977K
FCA
606
Fortis Capital Advisors
Kansas
$976K
NEI
607
Northwest & Ethical Investments
Ontario, Canada
$974K
FFP
608
FourThought Financial Partners
Florida
$969K
JIC
609
Joel Isaacson & Co
New York
$965K
SCP
610
Sivia Capital Partners
California
$963K
MA
611
Mutual Advisors
Nebraska
$961K
SAM
612
Sompo Asset Management
Japan
$956K
KWM
613
Koa Wealth Management
California
$953K
AC
614
AXQ Capital
New Jersey
$951K
WSFS
615
Wilmington Savings Fund Society
Delaware
$941K
TPCW
616
TD Private Client Wealth
New York
$938K
WFA
617
Websterrogers Financial Advisors
South Carolina
$934K
FWMM
618
Foundation Wealth Management (Missouri)
Missouri
$933K
PAS
619
Park Avenue Securities
New York
$931K
AF
620
Allworth Financial
California
$916K
CAMG
621
CWA Asset Management Group
Florida
$910K
AWAU
622
Alliance Wealth Advisors (Utah)
Utah
$909K
YIH
623
Y-Intercept (HK)
Hong Kong
$902K
GRP
624
Global Retirement Partners
California
$898K
GS
625
GTS Securities
New York
$894K