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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
CP
876
Creekside Partners
California
$347K
ATC
877
Argent Trust Co
Tennessee
$343K -$29.7K -85 -8%
CPSAC
878
Chas P. Smith & Associates (CPS)
Florida
$341K -$349 -1 -0.1%
SMC
879
Smith, Moore & Co
Missouri
$340K -$1.05K -3 -0.3%
CWG
880
Cornerstone Wealth Group
North Carolina
$339K +$7.33K +21 +2%
AO
881
Advisor OS
Illinois
$330K +$6.98K +20 +2%
RPGK
882
Retirement Planning Group (Kansas)
Kansas
$330K +$16.1K +46 +5%
TPI
883
Trust Point Inc
Wisconsin
$330K +$17.5K +50 +6%
GWMR
884
GC Wealth Management RIA
Massachusetts
$329K -$611K -1,750 -65%
KP
885
Keel Point
Alabama
$328K +$10.1K +29 +3%
IB
886
Intrust Bank
Kansas
$327K +$2.79K +8 +0.9%
PFM
887
Potomac Fund Management
Florida
$327K +$67.7K +194 +27%
SAI
888
Savvy Advisors Inc
New York
$326K +$25.1K +72 +8%
NFW
889
Noble Family Wealth
Florida
$325K
PTB
890
Pioneer Trust Bank
Oregon
$324K
Federated Hermes
891
Federated Hermes
Pennsylvania
$324K -$9.08K -26 -3%
FMI
892
Frec Markets Inc
California
$323K +$319K +915 New
LW
893
Linscomb Wealth
Texas
$322K
CP
894
Castleview Partners
Texas
$321K -$14.7K -42 -4%
IWA
895
Inspirion Wealth Advisors
Illinois
$321K -$111K -318 -26%
TAM
896
Todd Asset Management
Kentucky
$320K
BIM
897
Baldwin Investment Management
Pennsylvania
$318K
WIA
898
Westbourne Investment Advisors
Maryland
$318K
TPA
899
Trivium Point Advisory
Connecticut
$317K -$8.73K -25 -3%
SLI
900
Sumitomo Life Insurance
Japan
$317K +$3.49K +10 +1%