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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
AWM
676
Apollon Wealth Management
South Carolina
$711K +$55.9K +160 +9%
TIM
677
Thompson Investment Management
Wisconsin
$706K
SOW
678
State of Wyoming
Wyoming
$705K +$12.9K +37 +2%
FCP
679
Fidelis Capital Partners
Florida
$704K -$28.3K -81 -4%
GAM
680
Generali Asset Management
Italy
$702K -$90.4K -259 -12%
FTWA
681
Fifth Third Wealth Advisors
Ohio
$702K -$31.1K -89 -4%
SC
682
Saturna Capital
Washington
$702K
VVP
683
Venture Visionary Partners
Ohio
$702K +$445K +1,274 +178%
MFS
684
Mirabella Financial Services
United Kingdom
$702K +$694K +1,988 New
DWM
685
Dakota Wealth Management
Florida
$699K +$40.5K +116 +6%
PA
686
Parallel Advisors
California
$693K -$12.2K -35 -2%
MMA
687
Miracle Mile Advisors
California
$687K +$3.14K +9 +0.5%
JRPIM
688
Journey Retirement Planning & Investment Management
Idaho
$687K +$680K +1,948 New
HW
689
Hancock Whitney
Mississippi
$684K -$14K -40 -2%
SVWAG
690
Sound View Wealth Advisors Group
Georgia
$683K +$10.1K +29 +2%
RWM
691
Ritholtz Wealth Management
New York
$682K -$30.4K -87 -4%
Luther King Capital Management (LKCM)
692
Luther King Capital Management (LKCM)
Texas
$673K
SIA
693
Soltis Investment Advisors
Utah
$671K -$163K -468 -20%
RWMG
694
Redwood Wealth Management Group
New Jersey
$670K -$134K -384 -17%
LAM
695
Lountzis Asset Management
Pennsylvania
$670K
RW
696
Rede Wealth
Virginia
$670K +$663K +1,898 New
CIA
697
Capital Investment Advisors
Georgia
$664K +$11.5K +33 +2%
GG
698
Greenwood Gearhart
Arkansas
$661K -$353K -1,010 -35%
BFG
699
Birch Financial Group
New Hampshire
$660K +$54.1K +155 +9%
PPA
700
Painted Porch Advisors
California
$658K -$106K -305 -14%