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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
EWA
751
EverSource Wealth Advisors
Alabama
$559K +$149K +426 +37%
KCM
752
Kathmere Capital Management
Pennsylvania
$558K +$11.2K +32 +2%
NS
753
NBC Securities
Alabama
$556K -$13.3K -38 -2%
UB
754
UMB Bank
Missouri
$554K -$11.5K -33 -2%
WAS
755
Westco Advisory Services
New York
$550K +$544K +1,558 New
TSS
756
Two Sigma Securities
New York
$547K +$541K +1,549 New
MYAM
757
Meiji Yasuda Asset Management
Japan
$545K -$44K -126 -8%
TCWA
758
Turtle Creek Wealth Advisors
Texas
$541K +$225K +643 +72%
BL
759
Balentine LLC
Georgia
$540K +$315K +903 +144%
CPBTD
760
Central Pacific Bank - Trust Division
Hawaii
$538K +$283K +810 +113%
PE
761
PCM Encore
Colorado
$535K +$530K +1,517 New
RWP
762
RWA Wealth Partners
Massachusetts
$534K +$254K +727 +92%
PA
763
Pinnacle Associates
New York
$533K +$164K +469 +45%
GCC
764
Game Creek Capital
Massachusetts
$529K
AGA
765
Accuvest Global Advisors
Utah
$529K
OWCM
766
One Wealth Capital Management
Arizona
$528K -$58K -166 -10%
IAA
767
Independent Advisor Alliance
North Carolina
$525K +$3.49K +10 +0.7%
SWA
768
Stratos Wealth Advisors
Ohio
$525K
TPWM
769
Twelve Points Wealth Management
Massachusetts
$523K -$314K -898 -38%
PL
770
Perpetual Ltd
Australia
$522K +$36.3K +104 +8%
AWA
771
Arete Wealth Advisors
Illinois
$515K +$10.8K +31 +2%
NRS
772
Neville Rodie & Shaw
New York
$512K
EW
773
Elyxium Wealth
California
$509K +$2.44K +7 +0.5%
IAS
774
Insigneo Advisory Services
Florida
$509K -$3.14K -9 -0.6%
CCA
775
Conservest Capital Advisors
Pennsylvania
$508K -$1.4K -4 -0.3%