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
TCOT
1126
Trust Company of Toledo
Ohio
$22.2K
AIM
1127
Access Investment Management
Georgia
$22.1K
HFS
1128
Hughes Financial Services
Virginia
$21.9K
DIP
1129
DT Investment Partners
Pennsylvania
$20.5K
SWA
1130
SOA Wealth Advisors
New York
$20.1K
DJSG
1131
D.J. St. Germain
Massachusetts
$20.1K
CPG
1132
Cornerstone Planning Group
New Jersey
$20K
NAAA
1133
New Age Alpha Advisors
New York
$19.8K
SIA
1134
Sit Investment Associates
Minnesota
$19K
PWA
1135
Physician Wealth Advisors
Utah
$18.7K
KFG
1136
Kingdom Financial Group
Arizona
$18.7K
TFA
1137
Transamerica Financial Advisors
Florida
$18.4K
RDFA
1138
Ritter Daniher Financial Advisory
Ohio
$18.4K
Group One Trading
1139
Group One Trading
Illinois
$18.4K
OC
1140
Optima Capital
Oregon
$18.4K
AP
1141
Aspect Partners
Virginia
$17.6K
MAM
1142
Meeder Asset Management
Ohio
$17.3K
MA
1143
Montag & Associates
Georgia
$16.9K
UCB
1144
United Community Bank
South Carolina
$16.9K
FFO
1145
Fortitude Family Office
Arizona
$16.9K
HHMI
1146
Howard Hughes Medical Institute
Maryland
$16.2K
BONH
1147
Bank of New Hampshire
New Hampshire
$15.9K
MSWM
1148
Mowery & Schoenfeld Wealth Management
Illinois
$15.5K
ME
1149
McIlrath & Eck
Washington
$14.8K
TC
1150
Truvestments Capital
Florida
$14.5K