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
HCM
801
Howard Capital Management
Georgia
$443K
AFO
802
Arrowroot Family Office
California
$443K
SWM
803
Shelton Wealth Management
Texas
$442K
RFN
804
RDA Financial Network
Iowa
$441K
CPIG
805
Chicago Partners Investment Group
Illinois
$439K
FWM
806
Focused Wealth Management
New York
$437K
FCM
807
Fortis Capital Management
Washington
$436K
KPWS
808
Kestra Private Wealth Services
Texas
$435K
WS
809
Wedbush Securities
California
$435K
LAM
810
LECAP Asset Management
United Kingdom
$434K
FT
811
Fiduciary Trust
Massachusetts
$434K
FL
812
FreeGulliver LLC
Louisiana
$433K
CFP
813
Catalyst Financial Partners
Massachusetts
$431K
PWM
814
Platform Wealth Management
Utah
$430K
Walleye Trading
815
Walleye Trading
New York
$427K
HA
816
HC Advisors
Georgia
$423K
SBFM
817
S-Bank Fund Management
Finland
$421K
CI
818
Conning Inc
Connecticut
$417K
SIG
819
Sargent Investment Group
Maryland
$417K
AWA
820
Amplius Wealth Advisors
Pennsylvania
$416K
DWA
821
Delap Wealth Advisory
Oregon
$414K
CGL
822
Clarius Group LLC
Washington
$414K
SCM
823
Shelton Capital Management
Colorado
$413K
JSW
824
Journey Strategic Wealth
New Jersey
$408K
VWA
825
VSM Wealth Advisory
Maryland
$408K