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
CWG
876
Cornerstone Wealth Group
North Carolina
$339K
AO
877
Advisor OS
Illinois
$330K
RPGK
878
Retirement Planning Group (Kansas)
Kansas
$330K
TPI
879
Trust Point Inc
Wisconsin
$330K
GWMR
880
GC Wealth Management RIA
Massachusetts
$329K
KP
881
Keel Point
Alabama
$328K
IB
882
Intrust Bank
Kansas
$327K
PFM
883
Potomac Fund Management
Florida
$327K
SAI
884
Savvy Advisors Inc
New York
$326K
NFW
885
Noble Family Wealth
Florida
$325K
PTB
886
Pioneer Trust Bank
Oregon
$324K
Federated Hermes
887
Federated Hermes
Pennsylvania
$324K
FMI
888
Frec Markets Inc
California
$323K
LW
889
Linscomb Wealth
Texas
$322K
CP
890
Castleview Partners
Texas
$321K
IWA
891
Inspirion Wealth Advisors
Illinois
$321K
TAM
892
Todd Asset Management
Kentucky
$320K
BIM
893
Baldwin Investment Management
Pennsylvania
$318K
WIA
894
Westbourne Investment Advisors
Maryland
$318K
TPA
895
Trivium Point Advisory
Connecticut
$317K
SLI
896
Sumitomo Life Insurance
Japan
$317K
BWM
897
BlackDiamond Wealth Management
New York
$316K
SW
898
Simplicity Wealth
New Jersey
$312K
WAG
899
Wallace Advisory Group
California
$312K
IP
900
Indivisible Partners
Florida
$312K