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
WWC
851
Waypoint Wealth Counsel
Georgia
$375K
1IA
852
1834 Investment Advisors
Wisconsin
$375K
SCA
853
Sandy Cove Advisors
Massachusetts
$374K
KCP
854
Kera Capital Partners
California
$373K
WCG
855
Weaver Consulting Group
California
$372K
LAM
856
L2 Asset Management
Massachusetts
$371K
DAM
857
Directional Asset Management
Illinois
$371K
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$369K
NDSI
859
Newman Dignan & Sheerar Inc
Rhode Island
$367K
LWPC
860
Legacy Wealth Partners (Colorado)
Colorado
$366K
BHC
861
Bowen Hanes & Co
Florida
$365K
MLFP
862
MPS Loria Financial Planners
Illinois
$363K
BTI
863
Blue Trust Inc
Georgia
$362K
WA
864
Waddell & Associates
Tennessee
$362K
SFS
865
Sowell Financial Services
Arkansas
$359K
DWM
866
Ducere Wealth Management
California
$350K
JWA
867
JFS Wealth Advisors
Pennsylvania
$348K
CP
868
Creekside Partners
California
$347K
ATC
869
Argent Trust Co
Tennessee
$343K
CPSAC
870
Chas P. Smith & Associates (CPS)
Florida
$341K
SMC
871
Smith, Moore & Co
Missouri
$340K
CWG
872
Cornerstone Wealth Group
North Carolina
$339K
AO
873
Advisor OS
Illinois
$330K
RPGK
874
Retirement Planning Group (Kansas)
Kansas
$330K
TPI
875
Trust Point Inc
Wisconsin
$330K