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
Los Angeles Capital Management
901
Los Angeles Capital Management
California
$311K
EP
902
Ehrenkranz Partners
New York
$311K
JCM
903
Jacobi Capital Management
Pennsylvania
$311K
BWS
904
Broadway Wealth Solutions
Texas
$308K
TWM
905
Tanager Wealth Management
United Kingdom
$307K
CNBOF
906
City National Bank of Florida
Florida
$306K
RFW
907
Redwood Family Wealth
Texas
$304K
TP
908
Tranquility Partners
Tennessee
$303K
KBFS
909
Kohmann Bosshard Financial Services
Ohio
$303K
WPA
910
West Paces Advisors
Georgia
$303K
AA
911
Alta Advisers
United Kingdom
$300K
TCA
912
Transcend Capital Advisors
New Jersey
$299K
LAS
913
LWM Advisory Services
Florida
$299K
APG
914
Abacus Planning Group
South Carolina
$299K
CIS
915
Custom Index Systems
New York
$292K
MSR
916
Main Street Research
Connecticut
$290K
FWA
917
FSM Wealth Advisors
Ohio
$289K
SP
918
SmartHarvest Portfolios
Washington
$287K
CI Investments Inc
919
CI Investments Inc
Ontario, Canada
$287K
IAN
920
Integrated Advisors Network
Texas
$285K
EB
921
Exchange Bank
California
$284K
7WCP
922
71 West Capital Partners
Massachusetts
$284K
HWA
923
Heritage Wealth Advisors
Virginia
$283K
CIS
924
Connors Investor Services
Pennsylvania
$282K
RW
925
RVW Wealth
California
$282K