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
SEIA
1001
Signature Estate & Investment Advisors
California
$217K
FCC
1002
Flower City Capital
New York
$216K
KIA
1003
KCM Investment Advisors
California
$216K
WF
1004
Welch & Forbes
Massachusetts
$216K
AWM
1005
Angeles Wealth Management
California
$216K
LAM
1006
Lewis Asset Management
California
$215K
BIAS
1007
Beacon Investment Advisory Services
New Jersey
$215K
CA
1008
Cornerstone Advisory
Maryland
$215K
MP
1009
McDonald Partners
Ohio
$215K
VCP
1010
Verus Capital Partners
Arizona
$213K
FDW
1011
Fourth Dimension Wealth
Ohio
$213K
CC
1012
Carlson Capital
Texas
$212K
BRWM
1013
Blue Rock Wealth Management
North Carolina
$212K
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$210K
IC
1015
Inscription Capital
Texas
$209K
MCCA
1016
Mill Creek Capital Advisors
Pennsylvania
$207K
CH
1017
Cromwell Holdings
Wyoming
$207K
HCM
1018
Hollencrest Capital Management
California
$206K
HWA
1019
HCR Wealth Advisors
California
$205K
BAM
1020
Bosun Asset Management
Illinois
$204K
ACC
1021
Acorn Creek Capital
Colorado
$203K
CTA
1022
Colonial Trust Advisors
South Carolina
$203K
CWS
1023
Cypress Wealth Services
California
$203K
HNB
1024
Hilltop National Bank
Wyoming
$202K
GSF
1025
Grove Street Fiduciary
New Hampshire
$202K