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
EH
801
Equitable Holdings
New York
$449K
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$449K
CPA
803
Cardiff Park Advisors
California
$447K
HCM
804
Howard Capital Management
Georgia
$443K
AFO
805
Arrowroot Family Office
California
$443K
SWM
806
Shelton Wealth Management
Texas
$442K
RFN
807
RDA Financial Network
Iowa
$441K
CPIG
808
Chicago Partners Investment Group
Illinois
$439K
FWM
809
Focused Wealth Management
New York
$437K
FCM
810
Fortis Capital Management
Washington
$436K
KPWS
811
Kestra Private Wealth Services
Texas
$435K
WS
812
Wedbush Securities
California
$435K
LAM
813
LECAP Asset Management
United Kingdom
$434K
FT
814
Fiduciary Trust
Massachusetts
$434K
FL
815
FreeGulliver LLC
Louisiana
$433K
CFP
816
Catalyst Financial Partners
Massachusetts
$431K
PWM
817
Platform Wealth Management
Utah
$430K
Walleye Trading
818
Walleye Trading
New York
$427K
HA
819
HC Advisors
Georgia
$423K
SBFM
820
S-Bank Fund Management
Finland
$421K
CI
821
Conning Inc
Connecticut
$417K
SIG
822
Sargent Investment Group
Maryland
$417K
AWA
823
Amplius Wealth Advisors
Pennsylvania
$416K
DWA
824
Delap Wealth Advisory
Oregon
$414K
CGL
825
Clarius Group LLC
Washington
$414K