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
AC
926
Apella Capital
Connecticut
$282K
FMLI
927
Fukoku Mutual Life Insurance
Japan
$281K
CRC
928
Curi RMB Capital
Illinois
$280K
IA
929
Inspire Advisors
Idaho
$279K
BMCM
930
Bryn Mawr Capital Management
Pennsylvania
$276K
PWMAG
931
Pinnacle Wealth Management Advisory Group
New Jersey
$276K
CBTWT
932
Community Bank & Trust (Waco, Texas)
Texas
$276K
EI
933
Ellevest Inc
New York
$275K
HFS
934
Horizon Financial Services
North Carolina
$272K
FAM
935
Flaharty Asset Management
Florida
$271K
SIC
936
Salem Investment Counselors
North Carolina
$270K
DFG
937
Dynamic Financial Group
Iowa
$269K
OWA
938
One Wealth Advisors
California
$269K
MC
939
Moors & Cabot
Massachusetts
$269K
GWMIA
940
Global Wealth Management Investment Advisory
Florida
$267K
AHL
941
Abel Hall LLC
Louisiana
$267K
GPA
942
Garrison Point Advisors
California
$266K
TCOO
943
Trust Company of Oklahoma
Oklahoma
$265K
TPWA
944
TRUE Private Wealth Advisors
Oregon
$263K
WA
945
Wealth Alliance
New York
$263K
BEI
946
Benjamin Edwards Inc
Missouri
$261K
LOWM
947
Laurel Oak Wealth Management
New Jersey
$260K
TA
948
Tectonic Advisors
Texas
$260K
SPC
949
Spirepoint Private Client
Florida
$259K
NP
950
Nilsine Partners
Colorado
$259K