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
GWMR
876
GC Wealth Management RIA
Massachusetts
$329K
KP
877
Keel Point
Alabama
$328K
IB
878
Intrust Bank
Kansas
$327K
PFM
879
Potomac Fund Management
Florida
$327K
SAI
880
Savvy Advisors Inc
New York
$326K
NFW
881
Noble Family Wealth
Florida
$325K
PTB
882
Pioneer Trust Bank
Oregon
$324K
Federated Hermes
883
Federated Hermes
Pennsylvania
$324K
FMI
884
Frec Markets Inc
California
$323K
LW
885
Linscomb Wealth
Texas
$322K
CP
886
Castleview Partners
Texas
$321K
IWA
887
Inspirion Wealth Advisors
Illinois
$321K
TAM
888
Todd Asset Management
Kentucky
$320K
BIM
889
Baldwin Investment Management
Pennsylvania
$318K
WIA
890
Westbourne Investment Advisors
Maryland
$318K
TPA
891
Trivium Point Advisory
Connecticut
$317K
SLI
892
Sumitomo Life Insurance
Japan
$317K
BWM
893
BlackDiamond Wealth Management
New York
$316K
SW
894
Simplicity Wealth
New Jersey
$312K
WAG
895
Wallace Advisory Group
California
$312K
IP
896
Indivisible Partners
Florida
$312K
Los Angeles Capital Management
897
Los Angeles Capital Management
California
$311K
EP
898
Ehrenkranz Partners
New York
$311K
JCM
899
Jacobi Capital Management
Pennsylvania
$311K
BWS
900
Broadway Wealth Solutions
Texas
$308K