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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
GRP
626
Global Retirement Partners
California
$898K +$211K +605 +31%
GS
627
GTS Securities
New York
$894K +$506K +1,448 +133%
QFA
628
Quantum Financial Advisors
California
$891K +$882K +2,526 New
MOS
629
MGO One Seven
Ohio
$890K -$53.8K -154 -6%
AFG
630
Atomi Financial Group
New York
$890K -$140K -401 -14%
HA
631
Harbor Advisors
Florida
$882K
TIAA Trust, National Association
632
TIAA Trust, National Association
North Carolina
$875K -$24.4K -70 -3%
FAMI
633
Fideuram Asset Management (Ireland)
$872K +$762K +2,182 New
CP
634
Covenant Partners
Tennessee
$866K
HP
635
Holistic Planning
Texas
$864K +$855K +2,449 New
PCM
636
Polymer Capital Management
New York
$859K +$231K +663 +37%
TSW
637
Three Seasons Wealth
Utah
$857K +$14.3K +41 +2%
SWM
638
Sendero Wealth Management
Texas
$849K -$2.79K -8 -0.3%
BHPW
639
Beverly Hills Private Wealth
California
$849K -$3.14K -9 -0.4%
BC
640
Bridgefront Capital
Texas
$847K +$228K +653 +37%
TAM
641
Trust Asset Management
Texas
$843K -$26.9K -77 -3%
MGIA
642
Moneta Group Investment Advisors
Missouri
$843K -$110K -316 -12%
LWP
643
LeClair Wealth Partners
Ohio
$840K
BCM
644
Brookstone Capital Management
Illinois
$834K -$869K -2,490 -51%
SAG
645
SageView Advisory Group
California
$829K -$1.75K -5 -0.2%
CWM
646
Connecticut Wealth Management
Connecticut
$827K
DAS
647
Diversify Advisory Services
Utah
$825K -$80.3K -230 -9%
VFA
648
Valeo Financial Advisors
Indiana
$823K -$8.03K -23 -1%
GA
649
Greenspring Advisors
Maryland
$821K +$508K +1,456 +167%
AF
650
Aviso Financial
Ontario, Canada
$818K +$37.7K +108 +5%