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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
WA
1051
Westfuller Advisors
New York
$143K -$4.54K -13 -3%
SSG
1052
Summit Securities Group
New York
$140K +$9.08K +26 +7%
TSMHT
1053
Thurston Springer Miller Herd & Titak
Indiana
$138K +$22K +63 +19%
TCOV
1054
Trust Company of Vermont
Vermont
$138K +$349 +1 +0.3%
AAM
1055
Advisors Asset Management
Colorado
$134K -$15.7K -45 -11%
EB
1056
Eastern Bank
Massachusetts
$131K -$8.38K -24 -6%
Acadian Asset Management
1057
Acadian Asset Management
Massachusetts
$128K -$154K -441 -55%
HP
1058
Havemeyer Place
Connecticut
$127K +$126K +360 New
STB
1059
S&T Bank
Pennsylvania
$119K
SWM
1060
Spire Wealth Management
Virginia
$117K +$6.98K +20 +6%
MB
1061
MidFirst Bank
Oklahoma
$112K +$111K +317 New
RFP
1062
Root Financial Partners
California
$110K -$10.5K -30 -9%
IAS
1063
IMA Advisory Services
Colorado
$110K
CSPIA
1064
Cary Street Partners Investment Advisory
Virginia
$109K -$58.7K -168 -35%
JFGIW
1065
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K -$1.05K -3 -1%
DE
1066
DV Equities
Illinois
$106K +$104K +299 New
TFIPS
1067
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K
AG
1068
AmeriFlex Group
Nevada
$88.6K -$86.9K -249 -50%
HB
1069
Horizon Bancorp
Indiana
$85K -$17.5K -50 -17%
MPW
1070
MASECO Private Wealth
$82.7K +$21.6K +62 +36%
EP
1071
Essential Partners
California
$81.2K +$48.2K +138 +150%
QL
1072
Quarry LP
New York
$78.3K -$251K -720 -76%
AF
1073
Alerus Financial
North Dakota
$77.6K
C
1074
Covestor
United Kingdom
$75K -$3.49K -10 -5%
GFA
1075
Godfrey Financial Associates
New York
$74.5K +$73.7K +211 New