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
TWM
901
Tanager Wealth Management
United Kingdom
$307K
CNBOF
902
City National Bank of Florida
Florida
$306K
TP
903
Tranquility Partners
Tennessee
$303K
KBFS
904
Kohmann Bosshard Financial Services
Ohio
$303K
WPA
905
West Paces Advisors
Georgia
$303K
AA
906
Alta Advisers
United Kingdom
$300K
TCA
907
Transcend Capital Advisors
New Jersey
$299K
LAS
908
LWM Advisory Services
Florida
$299K
APG
909
Abacus Planning Group
South Carolina
$299K
CIS
910
Custom Index Systems
New York
$292K
MSR
911
Main Street Research
Connecticut
$290K
FWA
912
FSM Wealth Advisors
Ohio
$289K
SP
913
SmartHarvest Portfolios
Washington
$287K
CI Investments Inc
914
CI Investments Inc
Ontario, Canada
$287K
IAN
915
Integrated Advisors Network
Texas
$285K
EB
916
Exchange Bank
California
$284K
7WCP
917
71 West Capital Partners
Massachusetts
$284K
HWA
918
Heritage Wealth Advisors
Virginia
$283K
CIS
919
Connors Investor Services
Pennsylvania
$282K
RW
920
RVW Wealth
California
$282K
AC
921
Apella Capital
Connecticut
$282K
FMLI
922
Fukoku Mutual Life Insurance
Japan
$281K
CRC
923
Curi RMB Capital
Illinois
$280K
IA
924
Inspire Advisors
Idaho
$279K
BMCM
925
Bryn Mawr Capital Management
Pennsylvania
$276K