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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
LOWM
951
Laurel Oak Wealth Management
New Jersey
$260K +$257K +737 New
TA
952
Tectonic Advisors
Texas
$260K -$25.8K -74 -9%
SPC
953
Spirepoint Private Client
Florida
$259K
NP
954
Nilsine Partners
Colorado
$259K +$15.4K +44 +6%
CNB
955
Camden National Bank
Maine
$259K -$8.38K -24 -3%
ABWM
956
Alpine Bank Wealth Management
Colorado
$256K
LGW
957
Leslie Global Wealth
Illinois
$255K +$252K +723 New
LSA
958
Leonteq Securities AG
Switzerland
$253K +$251K +718 New
NPF
959
Norris Perne & French
Michigan
$252K
SWM
960
Steinberganna Wealth Management
New York
$251K
CG
961
Clifford Group
Massachusetts
$251K
NCM
962
New Capital Management
Texas
$249K
AGC
963
Aspen Grove Capital
Colorado
$248K -$26.2K -75 -10%
Harris Associates
964
Harris Associates
Illinois
$247K -$1.75K -5 -0.7%
RWA
965
River Wealth Advisors
Pennsylvania
$246K -$6.98K -20 -3%
II
966
Impact Investors
California
$246K -$54.8K -157 -18%
MAM
967
McLean Asset Management
Virginia
$246K -$349 -1 -0.1%
ASN
968
Advisory Services Network
Georgia
$245K -$71.6K -205 -23%
FFA
969
Fragasso Financial Advisors
Pennsylvania
$245K -$7.33K -21 -3%
AFT
970
Alpha Family Trust
California
$243K
CAG
971
Csenge Advisory Group
Florida
$243K -$10.1K -29 -4%
VAG
972
VisionPoint Advisory Group
Texas
$243K -$26.5K -76 -10%
NRC
973
New Republic Capital
North Carolina
$242K +$240K +686 New
GGA
974
Granite Group Advisors
Connecticut
$241K -$2.44K -7 -1%
SIM
975
Sentry Investment Management
Wisconsin
$240K