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
SCM
826
Shelton Capital Management
Colorado
$413K
JSW
827
Journey Strategic Wealth
New Jersey
$408K
VWA
828
VSM Wealth Advisory
Maryland
$408K
FNBT
829
FineMark National Bank & Trust
Florida
$408K
CFO
830
Cambient Family Office
Michigan
$405K
RYIA
831
Roehl & Yi Investment Advisors
Oregon
$404K
SWM
832
SHP Wealth Management
Massachusetts
$403K
EFG
833
Everhart Financial Group
Ohio
$403K
FHC
834
First Horizon Corporation
Tennessee
$402K
NL
835
NWAM LLC
Washington
$402K
OBGC
836
O'Brien Greene & Co
Pennsylvania
$400K
BL
837
BFSG LLC
California
$400K
ISL
838
Ingalls & Snyder LLC
New York
$398K
GSWM
839
Golden State Wealth Management
California
$390K
PEAK6
840
PEAK6
Illinois
$390K
PWM
841
Parkway Wealth Management
Texas
$389K
BFS
842
Bradley Foster & Sargent
Connecticut
$386K
EFA
843
Evernest Financial Advisors
Indiana
$385K
ECM
844
Evergreen Capital Management
Washington
$385K
TNA
845
True North Advisors
Texas
$383K
FTUS
846
Flow Traders U.S.
New York
$382K
SWM
847
SeaCrest Wealth Management
New York
$381K
CIA
848
Choate Investment Advisors
Massachusetts
$380K
DIM
849
Delta Investment Management
California
$380K
BFM
850
Boothbay Fund Management
New York
$379K