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
RMC
1076
Resources Management Corp
Connecticut
$67K
AF
1077
Advisornet Financial
Minnesota
$66.3K
OCM
1078
Orion Capital Management
California
$62.1K
LWCFA
1079
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.6K
WFA
1080
West Financial Advisors
Iowa
$57.2K
NRG
1081
Nemes Rush Group
Michigan
$56.3K
EWP
1082
Elevation Wealth Partners
California
$55.4K
POIA
1083
Pin Oak Investment Advisors
Texas
$55K
DI
1084
DAGCO Inc
Ohio
$52.9K
FUBT
1085
First United Bank & Trust
Maryland
$52.9K
FMII
1086
Farmers & Merchants Investments Inc
Nebraska
$52.6K
CMP
1087
Coston McIsaac & Partners
Maine
$49K
BWAM
1088
Boyd Watterson Asset Management
Ohio
$48.7K
P
1089
Palladiem
Pennsylvania
$47.1K
AEPWM
1090
Atlantic Edge Private Wealth Management
Florida
$45.2K
PWMG
1091
Prestige Wealth Management Group
New Jersey
$44.8K
RF
1092
Rossby Financial
Florida
$42K
FFA
1093
Frazier Financial Advisors
Ohio
$41.6K
SL
1094
Salomon & Ludwin
Virginia
$41.1K
FNWA
1095
Financial Network Wealth Advisors
Utah
$38.5K
CFM
1096
Cornerstone Financial Management
Massachusetts
$37.4K
MWPCG
1097
Measured Wealth Private Client Group
New Hampshire
$36.3K
GKIM
1098
GW&K Investment Management
Massachusetts
$36K
MWM
1099
Mascoma Wealth Management
New Hampshire
$33.5K
TFGT
1100
TS Financial Group (TSFG)
Illinois
$32K