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
GAM
676
Generali Asset Management
Italy
$702K
FTWA
677
Fifth Third Wealth Advisors
Ohio
$702K
SC
678
Saturna Capital
Washington
$702K
VVP
679
Venture Visionary Partners
Ohio
$702K
MFS
680
Mirabella Financial Services
United Kingdom
$702K
DWM
681
Dakota Wealth Management
Florida
$699K
PA
682
Parallel Advisors
California
$693K
MMA
683
Miracle Mile Advisors
California
$687K
HW
684
Hancock Whitney
Mississippi
$684K
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$683K
RWM
686
Ritholtz Wealth Management
New York
$682K
Luther King Capital Management (LKCM)
687
Luther King Capital Management (LKCM)
Texas
$673K
SIA
688
Soltis Investment Advisors
Utah
$671K
RWMG
689
Redwood Wealth Management Group
New Jersey
$670K
LAM
690
Lountzis Asset Management
Pennsylvania
$670K
RW
691
Rede Wealth
Virginia
$670K
CIA
692
Capital Investment Advisors
Georgia
$664K
GG
693
Greenwood Gearhart
Arkansas
$661K
BFG
694
Birch Financial Group
New Hampshire
$660K
WPC
695
Wedmont Private Capital
Pennsylvania
$656K
FB
696
Fulton Bank
Pennsylvania
$655K
BC
697
Barrett & Company
Rhode Island
$650K
JWCA
698
J.W. Cole Advisors
Florida
$648K
DWM
699
Diversify Wealth Management
Utah
$642K
TA
700
Townsend & Associates
Colorado
$640K