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
SOW
676
State of Wyoming
Wyoming
$705K
FCP
677
Fidelis Capital Partners
Florida
$704K
GAM
678
Generali Asset Management
Italy
$702K
FTWA
679
Fifth Third Wealth Advisors
Ohio
$702K
SC
680
Saturna Capital
Washington
$702K
VVP
681
Venture Visionary Partners
Ohio
$702K
MFS
682
Mirabella Financial Services
United Kingdom
$702K
DWM
683
Dakota Wealth Management
Florida
$699K
PA
684
Parallel Advisors
California
$693K
MMA
685
Miracle Mile Advisors
California
$687K
HW
686
Hancock Whitney
Mississippi
$684K
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$683K
RWM
688
Ritholtz Wealth Management
New York
$682K
Luther King Capital Management (LKCM)
689
Luther King Capital Management (LKCM)
Texas
$673K
SIA
690
Soltis Investment Advisors
Utah
$671K
RWMG
691
Redwood Wealth Management Group
New Jersey
$670K
LAM
692
Lountzis Asset Management
Pennsylvania
$670K
RW
693
Rede Wealth
Virginia
$670K
CIA
694
Capital Investment Advisors
Georgia
$664K
GG
695
Greenwood Gearhart
Arkansas
$661K
BFG
696
Birch Financial Group
New Hampshire
$660K
PPA
697
Painted Porch Advisors
California
$658K
WPC
698
Wedmont Private Capital
Pennsylvania
$656K
FB
699
Fulton Bank
Pennsylvania
$655K
BC
700
Barrett & Company
Rhode Island
$650K