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
TCWA
751
Turtle Creek Wealth Advisors
Texas
$541K
BL
752
Balentine LLC
Georgia
$540K
CPBTD
753
Central Pacific Bank - Trust Division
Hawaii
$538K
PE
754
PCM Encore
Colorado
$535K
RWP
755
RWA Wealth Partners
Massachusetts
$534K
PA
756
Pinnacle Associates
New York
$533K
GCC
757
Game Creek Capital
Massachusetts
$529K
AGA
758
Accuvest Global Advisors
Utah
$529K
OWCM
759
One Wealth Capital Management
Arizona
$528K
IAA
760
Independent Advisor Alliance
North Carolina
$525K
SWA
761
Stratos Wealth Advisors
Ohio
$525K
TPWM
762
Twelve Points Wealth Management
Massachusetts
$523K
PL
763
Perpetual Ltd
Australia
$522K
AWA
764
Arete Wealth Advisors
Illinois
$515K
NRS
765
Neville Rodie & Shaw
New York
$512K
EW
766
Elyxium Wealth
California
$509K
IAS
767
Insigneo Advisory Services
Florida
$509K
CCA
768
Conservest Capital Advisors
Pennsylvania
$508K
MFA
769
Mayflower Financial Advisors
Massachusetts
$507K
MMCM
770
Murphy & Mullick Capital Management
New York
$505K
PCIA
771
Prime Capital Investment Advisors
Kansas
$505K
RZH
772
Relyea Zuckerberg Hanson
Connecticut
$502K
TNB
773
Thomasville National Bank
Georgia
$502K
DAS
774
Daybright Advisory Services
Florida
$501K
EFS
775
Essex Financial Services
Connecticut
$500K