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
SWM
1051
Spire Wealth Management
Virginia
$117K
MB
1052
MidFirst Bank
Oklahoma
$112K
RFP
1053
Root Financial Partners
California
$110K
IAS
1054
IMA Advisory Services
Colorado
$110K
CSPIA
1055
Cary Street Partners Investment Advisory
Virginia
$109K
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K
DE
1057
DV Equities
Illinois
$106K
TFIPS
1058
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K
AG
1059
AmeriFlex Group
Nevada
$88.6K
HB
1060
Horizon Bancorp
Indiana
$85K
MPW
1061
MASECO Private Wealth
$82.7K
QL
1062
Quarry LP
New York
$78.3K
AF
1063
Alerus Financial
North Dakota
$77.6K
C
1064
Covestor
United Kingdom
$75K
GFA
1065
Godfrey Financial Associates
New York
$74.5K
HIA
1066
Harbor Investment Advisory
Maryland
$73.4K
LC
1067
Lavaca Capital
Texas
$70.6K
MHR
1068
Matthew Hamilton Rosenberg
$70.2K
RMC
1069
Resources Management Corp
Connecticut
$67K
AF
1070
Advisornet Financial
Minnesota
$66.3K
OCM
1071
Orion Capital Management
California
$62.1K
LWCFA
1072
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.6K
WFA
1073
West Financial Advisors
Iowa
$57.2K
NRG
1074
Nemes Rush Group
Michigan
$56.3K
EWP
1075
Elevation Wealth Partners
California
$55.4K