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
UB
751
UMB Bank
Missouri
$554K
TSS
752
Two Sigma Securities
New York
$547K
MYAM
753
Meiji Yasuda Asset Management
Japan
$545K
TCWA
754
Turtle Creek Wealth Advisors
Texas
$541K
BL
755
Balentine LLC
Georgia
$540K
CPBTD
756
Central Pacific Bank - Trust Division
Hawaii
$538K
PE
757
PCM Encore
Colorado
$535K
RWP
758
RWA Wealth Partners
Massachusetts
$534K
PA
759
Pinnacle Associates
New York
$533K
GCC
760
Game Creek Capital
Massachusetts
$529K
AGA
761
Accuvest Global Advisors
Utah
$529K
OWCM
762
One Wealth Capital Management
Arizona
$528K
IAA
763
Independent Advisor Alliance
North Carolina
$525K
SWA
764
Stratos Wealth Advisors
Ohio
$525K
TPWM
765
Twelve Points Wealth Management
Massachusetts
$523K
PL
766
Perpetual Ltd
Australia
$522K
AWA
767
Arete Wealth Advisors
Illinois
$515K
NRS
768
Neville Rodie & Shaw
New York
$512K
EW
769
Elyxium Wealth
California
$509K
IAS
770
Insigneo Advisory Services
Florida
$509K
CCA
771
Conservest Capital Advisors
Pennsylvania
$508K
MFA
772
Mayflower Financial Advisors
Massachusetts
$507K
MMCM
773
Murphy & Mullick Capital Management
New York
$505K
PCIA
774
Prime Capital Investment Advisors
Kansas
$505K
RZH
775
Relyea Zuckerberg Hanson
Connecticut
$502K