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
JWCA
701
J.W. Cole Advisors
Florida
$648K
DWM
702
Diversify Wealth Management
Utah
$642K
TA
703
Townsend & Associates
Colorado
$640K
WFI
704
West Family Investments
California
$639K
CCA
705
Checchi Capital Advisers
California
$637K
COI
706
Connable Office Inc
Michigan
$636K
MYIA
707
Mount Yale Investment Advisors
Colorado
$635K
YAIA
708
Yanni & Associates Investment Advisors
Pennsylvania
$632K
SPIA
709
Steward Partners Investment Advisory
New York
$632K
SWP
710
Sagespring Wealth Partners
Tennessee
$629K
WFA
711
Wellspring Financial Advisors
Ohio
$629K
BCV
712
Banque Cantonale Vaudoise
Switzerland
$627K
HIC
713
Hartline Investment Corp
Illinois
$625K
MMHP
714
Murphy Middleton Hinkle & Parker
Georgia
$624K
WIA
715
Wealthedge Investment Advisors
New York
$623K
VC
716
Vestor Capital
Illinois
$621K
ACM
717
Aster Capital Management
United Arab Emirates
$618K
VSQM
718
V-Square Quantitative Management
Illinois
$617K
HH
719
Hilltop Holdings
Texas
$617K
YC
720
Yarbrough Capital
Tennessee
$616K
AGWCA
721
Annis Gardner Whiting Capital Advisors
Florida
$613K
CT
722
Chicago Trust
Illinois
$608K
Empower Advisory Group
723
Empower Advisory Group
Colorado
$608K
MWM
724
Maridea Wealth Management
New York
$605K
S
725
SimplyRich
California
$603K