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
PWMAG
926
Pinnacle Wealth Management Advisory Group
New Jersey
$276K
CBTWT
927
Community Bank & Trust (Waco, Texas)
Texas
$276K
EI
928
Ellevest Inc
New York
$275K
HFS
929
Horizon Financial Services
North Carolina
$272K
FAM
930
Flaharty Asset Management
Florida
$271K
SIC
931
Salem Investment Counselors
North Carolina
$270K
DFG
932
Dynamic Financial Group
Iowa
$269K
OWA
933
One Wealth Advisors
California
$269K
MC
934
Moors & Cabot
Massachusetts
$269K
GWMIA
935
Global Wealth Management Investment Advisory
Florida
$267K
AHL
936
Abel Hall LLC
Louisiana
$267K
GPA
937
Garrison Point Advisors
California
$266K
TCOO
938
Trust Company of Oklahoma
Oklahoma
$265K
TPWA
939
TRUE Private Wealth Advisors
Oregon
$263K
WA
940
Wealth Alliance
New York
$263K
BEI
941
Benjamin Edwards Inc
Missouri
$261K
LOWM
942
Laurel Oak Wealth Management
New Jersey
$260K
TA
943
Tectonic Advisors
Texas
$260K
SPC
944
Spirepoint Private Client
Florida
$259K
NP
945
Nilsine Partners
Colorado
$259K
CNB
946
Camden National Bank
Maine
$259K
ABWM
947
Alpine Bank Wealth Management
Colorado
$256K
LGW
948
Leslie Global Wealth
Illinois
$255K
LSA
949
Leonteq Securities AG
Switzerland
$253K
NPF
950
Norris Perne & French
Michigan
$252K