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
QFA
626
Quantum Financial Advisors
California
$891K
MOS
627
MGO One Seven
Ohio
$890K
AFG
628
Atomi Financial Group
New York
$890K
HA
629
Harbor Advisors
Florida
$882K
TIAA Trust, National Association
630
TIAA Trust, National Association
North Carolina
$875K
FAMI
631
Fideuram Asset Management (Ireland)
$872K
CP
632
Covenant Partners
Tennessee
$866K
HP
633
Holistic Planning
Texas
$864K
PCM
634
Polymer Capital Management
New York
$859K
TSW
635
Three Seasons Wealth
Utah
$857K
SWM
636
Sendero Wealth Management
Texas
$849K
BHPW
637
Beverly Hills Private Wealth
California
$849K
BC
638
Bridgefront Capital
Texas
$847K
TAM
639
Trust Asset Management
Texas
$843K
MGIA
640
Moneta Group Investment Advisors
Missouri
$843K
LWP
641
LeClair Wealth Partners
Ohio
$840K
BCM
642
Brookstone Capital Management
Illinois
$834K
SAG
643
SageView Advisory Group
California
$829K
CWM
644
Connecticut Wealth Management
Connecticut
$827K
DAS
645
Diversify Advisory Services
Utah
$825K
VFA
646
Valeo Financial Advisors
Indiana
$823K
GA
647
Greenspring Advisors
Maryland
$821K
AF
648
Aviso Financial
Ontario, Canada
$818K
APM
649
a16z Perennial Management
California
$815K
BSB
650
Bangor Savings Bank
Maine
$806K