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
LAM
1001
Lewis Asset Management
California
$215K
MP
1002
McDonald Partners
Ohio
$215K
CA
1003
Cornerstone Advisory
Maryland
$215K
VCP
1004
Verus Capital Partners
Arizona
$213K
FDW
1005
Fourth Dimension Wealth
Ohio
$213K
CC
1006
Carlson Capital
Texas
$212K
BRWM
1007
Blue Rock Wealth Management
North Carolina
$212K
MPWT
1008
MassMutual Private Wealth & Trust
Connecticut
$210K
IC
1009
Inscription Capital
Texas
$209K
MCCA
1010
Mill Creek Capital Advisors
Pennsylvania
$207K
CH
1011
Cromwell Holdings
Wyoming
$207K
HCM
1012
Hollencrest Capital Management
California
$206K
HWA
1013
HCR Wealth Advisors
California
$205K
BAM
1014
Bosun Asset Management
Illinois
$204K
ACC
1015
Acorn Creek Capital
Colorado
$203K
CTA
1016
Colonial Trust Advisors
South Carolina
$203K
CWS
1017
Cypress Wealth Services
California
$203K
HNB
1018
Hilltop National Bank
Wyoming
$202K
GSF
1019
Grove Street Fiduciary
New Hampshire
$202K
MHC
1020
May Hill Capital
Massachusetts
$202K
WBC
1021
Westpac Banking Corp
Australia
$202K
OC
1022
Oakworth Capital
Alabama
$197K
CWA
1023
Carolina Wealth Advisors
South Carolina
$197K
HNW
1024
High Note Wealth
Minnesota
$192K
VCM
1025
Versant Capital Management
Arizona
$177K