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
PWA
1126
Physician Wealth Advisors
Utah
$18.7K
KFG
1127
Kingdom Financial Group
Arizona
$18.7K
TFA
1128
Transamerica Financial Advisors
Florida
$18.4K
RDFA
1129
Ritter Daniher Financial Advisory
Ohio
$18.4K
Group One Trading
1130
Group One Trading
Illinois
$18.4K
OC
1131
Optima Capital
Oregon
$18.4K
AP
1132
Aspect Partners
Virginia
$17.6K
MAM
1133
Meeder Asset Management
Ohio
$17.3K
MA
1134
Montag & Associates
Georgia
$16.9K
UCB
1135
United Community Bank
South Carolina
$16.9K
FFO
1136
Fortitude Family Office
Arizona
$16.9K
HHMI
1137
Howard Hughes Medical Institute
Maryland
$16.2K
MSWM
1138
Mowery & Schoenfeld Wealth Management
Illinois
$15.5K
ME
1139
McIlrath & Eck
Washington
$14.8K
TC
1140
Truvestments Capital
Florida
$14.5K
LWM
1141
Lodestone Wealth Management
Washington
$14.5K
PSFG
1142
Park Square Financial Group
Georgia
$14.4K
MSL
1143
Monetary Solutions, Ltd
Ohio
$14.1K
VNA
1144
Valley National Advisers
Pennsylvania
$14K
SS
1145
Sunbelt Securities
Texas
$13.8K
OAJ
1146
Ogorek Anthony Joseph
New York
$13K
PGAM
1147
Princeton Global Asset Management
New Jersey
$12.7K
SIC
1148
SJS Investment Consulting
Ohio
$12.7K
FMP
1149
Financial Management Professionals
Texas
$12K
SC
1150
Solstein Capital
California
$12K