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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
CTA
1026
Colonial Trust Advisors
South Carolina
$203K
CWS
1027
Cypress Wealth Services
California
$203K +$201K +575 New
HNB
1028
Hilltop National Bank
Wyoming
$202K -$80.3K -230 -29%
GSF
1029
Grove Street Fiduciary
New Hampshire
$202K -$1.05K -3 -0.5%
WBC
1030
Westpac Banking Corp
Australia
$202K -$16.8K -48 -8%
OC
1031
Oakworth Capital
Alabama
$197K +$14.7K +42 +8%
CWA
1032
Carolina Wealth Advisors
South Carolina
$197K
HNW
1033
High Note Wealth
Minnesota
$192K -$1.05K -3 -0.5%
VCM
1034
Versant Capital Management
Arizona
$177K -$184K -526 -51%
FGAM
1035
Financial Gravity Asset Management
Texas
$177K
AA
1036
Addison Advisors
Vermont
$176K
Kayne Anderson Rudnick Investment Management
1037
Kayne Anderson Rudnick Investment Management
California
$176K -$65.3K -187 -27%
GAG
1038
Goodman Advisory Group
Massachusetts
$175K -$83.8K -240 -33%
FFL
1039
Financial Freedom LLC
Ohio
$174K
MCM
1040
Manchester Capital Management
Vermont
$165K +$12.6K +36 +8%
IA
1041
IFP Advisors
Florida
$164K +$36.3K +104 +29%
ST
1042
Smithfield Trust
Pennsylvania
$164K
FHA
1043
Flagship Harbor Advisors
Massachusetts
$158K -$57.6K -165 -27%
CAL
1044
Capital Analysts LLC
Pennsylvania
$153K -$5.94K -17 -4%
BTD
1045
BankPlus Trust Department
Mississippi
$152K
CFO
1046
CVA Family Office
Colorado
$150K +$2.1K +6 +1%
GWM
1047
Geneos Wealth Management
Colorado
$149K
BCM
1048
Boreal Capital Management
Florida
$149K +$10.1K +29 +7%
HI
1049
Harbour Investments
Wisconsin
$148K +$79.6K +228 +119%
ANBT
1050
American National Bank & Trust
Texas
$146K +$2.1K +6 +1%