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
AWA
726
Aaron Wealth Advisors
Illinois
$598K
HI
727
Hudock Inc
Pennsylvania
$597K
NCMW
728
Northern Capital Management (Washington)
Washington
$596K
HFAS
729
Hummer Financial Advisory Services
Illinois
$594K
FI
730
Fosun International
China
$592K
EPIM
731
Evelyn Partners Investment Management
$591K
AWE
732
Avidian Wealth Enterprises
Texas
$590K
Envestnet Portfolio Solutions
733
Envestnet Portfolio Solutions
Illinois
$584K
GI
734
GAMMA Investing
California
$576K
SFC
735
SYM Financial Corp
Indiana
$575K
SIA
736
SkyView Investment Advisors
New Jersey
$574K
SF
737
Summit Financial
New Jersey
$573K
AUB
738
Atlantic Union Bankshares
Virginia
$573K
CA
739
Crane Advisory
California
$572K
PMFA
740
Plante Moran Financial Advisors
Michigan
$567K
AWM
741
AE Wealth Management
Kansas
$567K
KA
742
Kintegral Advisory
New York
$566K
KWM
743
KFG Wealth Management
Indiana
$565K
OWP
744
ORG Wealth Partners
Texas
$562K
FCH
745
Freestone Capital Holdings
Washington
$560K
MW
746
MBL Wealth
North Carolina
$559K
LF
747
Lantz Financial
Illinois
$559K
EWA
748
EverSource Wealth Advisors
Alabama
$559K
KCM
749
Kathmere Capital Management
Pennsylvania
$558K
NS
750
NBC Securities
Alabama
$556K