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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
BWM
901
BlackDiamond Wealth Management
New York
$316K +$14K +40 +4%
SW
902
Simplicity Wealth
New Jersey
$312K -$450K -1,289 -59%
WAG
903
Wallace Advisory Group
California
$312K -$251K -718 -45%
IP
904
Indivisible Partners
Florida
$312K +$309K +885 New
Los Angeles Capital Management
905
Los Angeles Capital Management
California
$311K -$13.3K -38 -4%
EP
906
Ehrenkranz Partners
New York
$311K +$308K +881 New
JCM
907
Jacobi Capital Management
Pennsylvania
$311K -$47.1K -135 -13%
BWS
908
Broadway Wealth Solutions
Texas
$308K +$9.78K +28 +3%
TWM
909
Tanager Wealth Management
United Kingdom
$307K +$1.75K +5 +0.6%
CNBOF
910
City National Bank of Florida
Florida
$306K +$11.2K +32 +4%
RFW
911
Redwood Family Wealth
Texas
$304K +$300K +860 New
TP
912
Tranquility Partners
Tennessee
$303K +$300K +860 New
KBFS
913
Kohmann Bosshard Financial Services
Ohio
$303K
WPA
914
West Paces Advisors
Georgia
$303K
AA
915
Alta Advisers
United Kingdom
$300K -$55.9K -160 -16%
TCA
916
Transcend Capital Advisors
New Jersey
$299K +$296K +848 New
LAS
917
LWM Advisory Services
Florida
$299K +$296K +848 New
APG
918
Abacus Planning Group
South Carolina
$299K -$16.1K -46 -5%
CIS
919
Custom Index Systems
New York
$292K
MSR
920
Main Street Research
Connecticut
$290K +$67.7K +194 +31%
FWA
921
FSM Wealth Advisors
Ohio
$289K +$29K +83 +11%
SP
922
SmartHarvest Portfolios
Washington
$287K +$284K +814 New
CI Investments Inc
923
CI Investments Inc
Ontario, Canada
$287K -$17.1K -49 -6%
IAN
924
Integrated Advisors Network
Texas
$285K -$19.2K -55 -6%
EB
925
Exchange Bank
California
$284K +$349 +1 +0.1%