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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
FTUS
851
Flow Traders U.S.
New York
$382K +$378K +1,082 New
SWM
852
SeaCrest Wealth Management
New York
$381K -$13.3K -38 -3%
CIA
853
Choate Investment Advisors
Massachusetts
$380K +$46.4K +133 +14%
DIM
854
Delta Investment Management
California
$380K -$349 -1 -0.1%
BFM
855
Boothbay Fund Management
New York
$379K -$695K -1,991 -65%
JSAM
856
J. Safra Asset Management
New York
$379K
BWAM
857
Blue Water Asset Management
Michigan
$378K +$374K +1,071 New
PCM
858
Penserra Capital Management
California
$378K -$3.84K -11 -1%
IA
859
IFC Advisors
California
$377K
WWC
860
Waypoint Wealth Counsel
Georgia
$375K +$40.9K +117 +12%
1IA
861
1834 Investment Advisors
Wisconsin
$375K -$3.14K -9 -0.8%
SCA
862
Sandy Cove Advisors
Massachusetts
$374K +$2.44K +7 +0.7%
KCP
863
Kera Capital Partners
California
$373K +$373K +1,068 New
WCG
864
Weaver Consulting Group
California
$372K +$2.1K +6 +0.6%
LAM
865
L2 Asset Management
Massachusetts
$371K +$24.8K +71 +7%
DAM
866
Directional Asset Management
Illinois
$371K +$367K +1,050 New
PWPS
867
Pinnacle Wealth Planning Services
Ohio
$369K -$1.75K -5 -0.5%
NDSI
868
Newman Dignan & Sheerar Inc
Rhode Island
$367K -$349 -1 -0.1%
LWPC
869
Legacy Wealth Partners (Colorado)
Colorado
$366K +$362K +1,037 New
BHC
870
Bowen Hanes & Co
Florida
$365K
MLFP
871
MPS Loria Financial Planners
Illinois
$363K
BTI
872
Blue Trust Inc
Georgia
$362K -$104K -297 -22%
WA
873
Waddell & Associates
Tennessee
$362K +$122K +349 +52%
SFS
874
Sowell Financial Services
Arkansas
$359K +$20.6K +59 +6%
JWA
875
JFS Wealth Advisors
Pennsylvania
$348K +$9.78K +28 +3%