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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
CI
826
Conning Inc
Connecticut
$417K -$145K -415 -26%
SIG
827
Sargent Investment Group
Maryland
$417K +$412K +1,181 New
AWA
828
Amplius Wealth Advisors
Pennsylvania
$416K +$3.84K +11 +0.9%
DWA
829
Delap Wealth Advisory
Oregon
$414K +$410K +1,174 New
CGL
830
Clarius Group LLC
Washington
$414K +$70.2K +201 +21%
SCM
831
Shelton Capital Management
Colorado
$413K
JSW
832
Journey Strategic Wealth
New Jersey
$408K -$169K -483 -29%
VWA
833
VSM Wealth Advisory
Maryland
$408K
FNBT
834
FineMark National Bank & Trust
Florida
$408K +$27.6K +79 +7%
CFO
835
Cambient Family Office
Michigan
$405K +$401K +1,149 New
RYIA
836
Roehl & Yi Investment Advisors
Oregon
$404K -$64.6K -185 -14%
SWM
837
SHP Wealth Management
Massachusetts
$403K +$399K +1,143 New
EFG
838
Everhart Financial Group
Ohio
$403K -$6.63K -19 -2%
FHC
839
First Horizon Corporation
Tennessee
$402K +$164K +469 +70%
NL
840
NWAM LLC
Washington
$402K +$4.89K +14 +1%
OBGC
841
O'Brien Greene & Co
Pennsylvania
$400K
BL
842
BFSG LLC
California
$400K
ISL
843
Ingalls & Snyder LLC
New York
$398K +$2.1K +6 +0.5%
GSWM
844
Golden State Wealth Management
California
$390K +$291K +834 +308%
PEAK6
845
PEAK6
Illinois
$390K +$385K +1,102 +55,100%
PWM
846
Parkway Wealth Management
Texas
$389K +$385K +1,102 New
BFS
847
Bradley Foster & Sargent
Connecticut
$386K -$50.6K -145 -12%
EFA
848
Evernest Financial Advisors
Indiana
$385K -$207K -593 -32%
ECM
849
Evergreen Capital Management
Washington
$385K -$62.5K -179 -14%
TNA
850
True North Advisors
Texas
$383K +$4.19K +12 +1%