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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
ADL
976
Asset Dedication LLC
California
$240K
PIM
977
Penobscot Investment Management
Massachusetts
$236K -$20.9K -60 -8%
ACM
978
Avalon Capital Management
California
$233K -$161K -460 -41%
HFS
979
Hopwood Financial Services
Virginia
$233K
DWA
980
Dougherty Wealth Advisers
Minnesota
$233K
RFG
981
REAP Financial Group
Texas
$232K +$698 +2 +0.3%
QWM
982
Quadcap Wealth Management
Texas
$232K -$37.7K -108 -14%
PFM
983
Patton Fund Management
Texas
$231K
NFG
984
Nations Financial Group
Iowa
$231K +$228K +654 New
CFFP
985
Center for Financial Planning
Michigan
$230K
UPS
986
UHLMANN PRICE SECURITIES
Illinois
$230K
GCM
987
Goldstream Capital Management
Hong Kong
$229K
MAA
988
Matrix Asset Advisors
New York
$229K
AP
989
Appleton Partners
Massachusetts
$228K +$225K +645 New
AIP
990
ARS Investment Partners
New York
$228K
GPW
991
Genesis Private Wealth
Virginia
$227K +$24.1K +69 +12%
DA
992
Dover Advisors
Virginia
$227K -$1.4K -4 -0.6%
PUI
993
Purpose Unlimited Inc
$227K +$224K +642 New
CFGW
994
Chancellor Financial Group WB
Pennsylvania
$227K
CP
995
Canopy Partners
Ohio
$224K +$4.54K +13 +2%
CW
996
CrossGen Wealth
North Carolina
$224K +$222K +636 New
Fisher Asset Management
997
Fisher Asset Management
Washington
$224K +$17.1K +49 +8%
LI
998
LRI Investments
Florida
$223K -$13.3K -38 -6%
NI
999
Natural Investments
California
$222K +$15K +43 +7%
OL
1000
Optas LLC
Texas
$221K +$219K +627 New