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
AFG
626
Atomi Financial Group
New York
$890K
HA
627
Harbor Advisors
Florida
$882K
TIAA Trust, National Association
628
TIAA Trust, National Association
North Carolina
$875K
FAMI
629
Fideuram Asset Management (Ireland)
$872K
CP
630
Covenant Partners
Tennessee
$866K
HP
631
Holistic Planning
Texas
$864K
PCM
632
Polymer Capital Management
New York
$859K
TSW
633
Three Seasons Wealth
Utah
$857K
SWM
634
Sendero Wealth Management
Texas
$849K
BHPW
635
Beverly Hills Private Wealth
California
$849K
BC
636
Bridgefront Capital
Texas
$847K
TAM
637
Trust Asset Management
Texas
$843K
MGIA
638
Moneta Group Investment Advisors
Missouri
$843K
LWP
639
LeClair Wealth Partners
Ohio
$840K
BCM
640
Brookstone Capital Management
Illinois
$834K
SAG
641
SageView Advisory Group
California
$829K
CWM
642
Connecticut Wealth Management
Connecticut
$827K
DAS
643
Diversify Advisory Services
Utah
$825K
VFA
644
Valeo Financial Advisors
Indiana
$823K
GA
645
Greenspring Advisors
Maryland
$821K
AF
646
Aviso Financial
Ontario, Canada
$818K
APM
647
a16z Perennial Management
California
$815K
BSB
648
Bangor Savings Bank
Maine
$806K
ATI
649
Act Two Investors
California
$803K
WA
650
Waverly Advisors
Alabama
$801K