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
JSAM
851
J. Safra Asset Management
New York
$379K
BWAM
852
Blue Water Asset Management
Michigan
$378K
PCM
853
Penserra Capital Management
California
$378K
IA
854
IFC Advisors
California
$377K
WWC
855
Waypoint Wealth Counsel
Georgia
$375K
1IA
856
1834 Investment Advisors
Wisconsin
$375K
SCA
857
Sandy Cove Advisors
Massachusetts
$374K
KCP
858
Kera Capital Partners
California
$373K
WCG
859
Weaver Consulting Group
California
$372K
LAM
860
L2 Asset Management
Massachusetts
$371K
DAM
861
Directional Asset Management
Illinois
$371K
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$369K
NDSI
863
Newman Dignan & Sheerar Inc
Rhode Island
$367K
LWPC
864
Legacy Wealth Partners (Colorado)
Colorado
$366K
BHC
865
Bowen Hanes & Co
Florida
$365K
MLFP
866
MPS Loria Financial Planners
Illinois
$363K
BTI
867
Blue Trust Inc
Georgia
$362K
WA
868
Waddell & Associates
Tennessee
$362K
SFS
869
Sowell Financial Services
Arkansas
$359K
DWM
870
Ducere Wealth Management
California
$350K
JWA
871
JFS Wealth Advisors
Pennsylvania
$348K
CP
872
Creekside Partners
California
$347K
ATC
873
Argent Trust Co
Tennessee
$343K
CPSAC
874
Chas P. Smith & Associates (CPS)
Florida
$341K
SMC
875
Smith, Moore & Co
Missouri
$340K