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
CFFP
976
Center for Financial Planning
Michigan
$230K
UPS
977
UHLMANN PRICE SECURITIES
Illinois
$230K
GCM
978
Goldstream Capital Management
Hong Kong
$229K
MAA
979
Matrix Asset Advisors
New York
$229K
AP
980
Appleton Partners
Massachusetts
$228K
AIP
981
ARS Investment Partners
New York
$228K
GPW
982
Genesis Private Wealth
Virginia
$227K
DA
983
Dover Advisors
Virginia
$227K
CFGW
984
Chancellor Financial Group WB
Pennsylvania
$227K
CP
985
Canopy Partners
Ohio
$224K
CW
986
CrossGen Wealth
North Carolina
$224K
Fisher Asset Management
987
Fisher Asset Management
Washington
$224K
LI
988
LRI Investments
Florida
$223K
NI
989
Natural Investments
California
$222K
OL
990
Optas LLC
Texas
$221K
OL
991
OneFund LLC
Florida
$221K
JC
992
JM2 Capital
Oklahoma
$221K
TWL
993
Tempo Wealth, LLC
Ohio
$219K
SI
994
Seeds Investor
New York
$218K
SEIA
995
Signature Estate & Investment Advisors
California
$217K
FCC
996
Flower City Capital
New York
$216K
KIA
997
KCM Investment Advisors
California
$216K
WF
998
Welch & Forbes
Massachusetts
$216K
AWM
999
Angeles Wealth Management
California
$216K
LAM
1000
Lewis Asset Management
California
$215K