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
FGAM
1026
Financial Gravity Asset Management
Texas
$177K
AA
1027
Addison Advisors
Vermont
$176K
Kayne Anderson Rudnick Investment Management
1028
Kayne Anderson Rudnick Investment Management
California
$176K
GAG
1029
Goodman Advisory Group
Massachusetts
$175K
FFL
1030
Financial Freedom LLC
Ohio
$174K
MCM
1031
Manchester Capital Management
Vermont
$165K
IA
1032
IFP Advisors
Florida
$164K
ST
1033
Smithfield Trust
Pennsylvania
$164K
FHA
1034
Flagship Harbor Advisors
Massachusetts
$158K
CAL
1035
Capital Analysts LLC
Pennsylvania
$153K
BTD
1036
BankPlus Trust Department
Mississippi
$152K
CFO
1037
CVA Family Office
Colorado
$150K
GWM
1038
Geneos Wealth Management
Colorado
$149K
BCM
1039
Boreal Capital Management
Florida
$149K
HI
1040
Harbour Investments
Wisconsin
$148K
ANBT
1041
American National Bank & Trust
Texas
$146K
WA
1042
Westfuller Advisors
New York
$143K
SSG
1043
Summit Securities Group
New York
$140K
TSMHT
1044
Thurston Springer Miller Herd & Titak
Indiana
$138K
TCOV
1045
Trust Company of Vermont
Vermont
$138K
AAM
1046
Advisors Asset Management
Colorado
$134K
EB
1047
Eastern Bank
Massachusetts
$131K
Acadian Asset Management
1048
Acadian Asset Management
Massachusetts
$128K
HP
1049
Havemeyer Place
Connecticut
$127K
STB
1050
S&T Bank
Pennsylvania
$119K