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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
HIA
1076
Harbor Investment Advisory
Maryland
$73.4K +$9.43K +27 +15%
RAM
1077
Reflection Asset Management
South Carolina
$71.6K +$70.9K +203 New
LC
1078
Lavaca Capital
Texas
$70.6K
MHR
1079
Matthew Hamilton Rosenberg
$70.2K
RMC
1080
Resources Management Corp
Connecticut
$67K +$66.3K +190 New
AF
1081
Advisornet Financial
Minnesota
$66.3K +$349 +1 +0.5%
BWA
1082
Basecamp Wealth Advisors
Washington
$66.3K +$65.6K +188 New
OCM
1083
Orion Capital Management
California
$62.1K
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.6K +$60.8K +174 New
WFA
1085
West Financial Advisors
Iowa
$57.2K
NRG
1086
Nemes Rush Group
Michigan
$56.3K +$1.75K +5 +3%
EWP
1087
Elevation Wealth Partners
California
$55.4K +$3.49K +10 +7%
POIA
1088
Pin Oak Investment Advisors
Texas
$55K -$698 -2 -1%
DI
1089
DAGCO Inc
Ohio
$52.9K
FUBT
1090
First United Bank & Trust
Maryland
$52.9K
FMII
1091
Farmers & Merchants Investments Inc
Nebraska
$52.6K +$1.75K +5 +3%
CMP
1092
Coston McIsaac & Partners
Maine
$49K
BWAM
1093
Boyd Watterson Asset Management
Ohio
$48.7K
P
1094
Palladiem
Pennsylvania
$47.1K +$46.1K +132 New
AEPWM
1095
Atlantic Edge Private Wealth Management
Florida
$45.2K +$40.2K +115 +885%
PWMG
1096
Prestige Wealth Management Group
New Jersey
$44.8K +$3.84K +11 +9%
RF
1097
Rossby Financial
Florida
$42K -$106K -304 -72%
FFA
1098
Frazier Financial Advisors
Ohio
$41.6K
SL
1099
Salomon & Ludwin
Virginia
$41.1K +$11.5K +33 +39%
FNWA
1100
Financial Network Wealth Advisors
Utah
$38.5K -$3.49K -10 -8%