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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
7WCP
926
71 West Capital Partners
Massachusetts
$284K +$281K +805 New
HWA
927
Heritage Wealth Advisors
Virginia
$283K
CIS
928
Connors Investor Services
Pennsylvania
$282K
RW
929
RVW Wealth
California
$282K
AC
930
Apella Capital
Connecticut
$282K +$8.03K +23 +3%
FMLI
931
Fukoku Mutual Life Insurance
Japan
$281K -$36.7K -105 -12%
CRC
932
Curi RMB Capital
Illinois
$280K +$277K +792 New
IA
933
Inspire Advisors
Idaho
$279K
BMCM
934
Bryn Mawr Capital Management
Pennsylvania
$276K -$353K -1,011 -56%
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$273K +783 New
CBTWT
936
Community Bank & Trust (Waco, Texas)
Texas
$276K +$34.9K +100 +15%
EI
937
Ellevest Inc
New York
$275K -$20.6K -59 -7%
HFS
938
Horizon Financial Services
North Carolina
$272K
FAM
939
Flaharty Asset Management
Florida
$271K
SIC
940
Salem Investment Counselors
North Carolina
$270K
DFG
941
Dynamic Financial Group
Iowa
$269K
OWA
942
One Wealth Advisors
California
$269K -$11.2K -32 -4%
MC
943
Moors & Cabot
Massachusetts
$269K
GWMIA
944
Global Wealth Management Investment Advisory
Florida
$267K
AHL
945
Abel Hall LLC
Louisiana
$267K +$264K +756 New
GPA
946
Garrison Point Advisors
California
$266K
TCOO
947
Trust Company of Oklahoma
Oklahoma
$265K -$12.2K -35 -4%
TPWA
948
TRUE Private Wealth Advisors
Oregon
$263K
WA
949
Wealth Alliance
New York
$263K
BEI
950
Benjamin Edwards Inc
Missouri
$261K +$17.1K +49 +7%