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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
CFM
1101
Cornerstone Financial Management
Massachusetts
$37.4K +$37K +106 New
MWPCG
1102
Measured Wealth Private Client Group
New Hampshire
$36.3K
GKIM
1103
GW&K Investment Management
Massachusetts
$36K -$2.79K -8 -7%
MWA
1104
Medallion Wealth Advisors
Connecticut
$35.3K
MWM
1105
Mascoma Wealth Management
New Hampshire
$33.5K -$5.59K -16 -14%
WG
1106
Wellington Group
Indiana
$32.5K +$32.1K +92 New
TFGT
1107
TS Financial Group (TSFG)
Illinois
$32K
MEG
1108
Millstone Evans Group
Colorado
$31.8K
PB
1109
Pinnacle Bancorp
Nebraska
$31.4K -$698 -2 -2%
BIA
1110
Bell Investment Advisors
California
$31.1K -$6.29K -18 -17%
WTA
1111
Washington Trust Advisors
Massachusetts
$31.1K
BGAI
1112
Bruce G. Allen Investments
Colorado
$30.3K -$3.14K -9 -9%
EBA
1113
Eagle Bay Advisors
New York
$30.3K +$30K +86 New
SC
1114
SouthState Corp
Florida
$29.3K +$6.98K +20 +32%
KAS
1115
Kemnay Advisory Services
New York
$29.3K +$29K +83 New
AIM
1116
Anchor Investment Management
South Carolina
$28.2K
DT
1117
DV Trading
Illinois
$28.2K +$27.9K +80 New
KFAS
1118
Keating Financial Advisory Services
Kansas
$27.9K +$27.6K +79 New
QC
1119
Quent Capital
New York
$27.5K +$10.8K +31 +66%
WWA
1120
Wealth Watch Advisors
Colorado
$27.2K +$2.44K +7 +10%
UOTTAIMCU
1121
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26.8K +$26.5K +76 New
HWA
1122
HHM Wealth Advisors
Tennessee
$26.1K
RA
1123
Rational Advisors
New York
$25.4K +$3.49K +10 +16%
AAM
1124
Alphadyne Asset Management
New York
$25.1K +$24.8K +71 New
CAL
1125
Capital Advisors Ltd
Ohio
$25K