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
MHC
1026
May Hill Capital
Massachusetts
$202K
WBC
1027
Westpac Banking Corp
Australia
$202K
OC
1028
Oakworth Capital
Alabama
$197K
CWA
1029
Carolina Wealth Advisors
South Carolina
$197K
HNW
1030
High Note Wealth
Minnesota
$192K
VCM
1031
Versant Capital Management
Arizona
$177K
FGAM
1032
Financial Gravity Asset Management
Texas
$177K
AA
1033
Addison Advisors
Vermont
$176K
Kayne Anderson Rudnick Investment Management
1034
Kayne Anderson Rudnick Investment Management
California
$176K
GAG
1035
Goodman Advisory Group
Massachusetts
$175K
FFL
1036
Financial Freedom LLC
Ohio
$174K
MCM
1037
Manchester Capital Management
Vermont
$165K
IA
1038
IFP Advisors
Florida
$164K
ST
1039
Smithfield Trust
Pennsylvania
$164K
FHA
1040
Flagship Harbor Advisors
Massachusetts
$158K
CAL
1041
Capital Analysts LLC
Pennsylvania
$153K
BTD
1042
BankPlus Trust Department
Mississippi
$152K
CFO
1043
CVA Family Office
Colorado
$150K
GWM
1044
Geneos Wealth Management
Colorado
$149K
BCM
1045
Boreal Capital Management
Florida
$149K
HI
1046
Harbour Investments
Wisconsin
$148K
ANBT
1047
American National Bank & Trust
Texas
$146K
WA
1048
Westfuller Advisors
New York
$143K
SSG
1049
Summit Securities Group
New York
$140K
TSMHT
1050
Thurston Springer Miller Herd & Titak
Indiana
$138K