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
KG
1151
Kilter Group
New York
$12K
CTWM
1152
Cherry Tree Wealth Management
Minnesota
$11.6K
NWS
1153
Nvest Wealth Strategies
Ohio
$11.3K
SS
1154
SBI Securities
Japan
$11.3K
AFC
1155
Ares Financial Consulting
California
$11.3K
CT
1156
Colonial Trust
South Carolina
$10.8K
AFG
1157
Albion Financial Group
Utah
$10.6K
MA
1158
MCF Advisors
Kentucky
$10.6K
NIG
1159
NFJ Investment Group
Texas
$10.6K
CT
1160
Coastline Trust
Rhode Island
$10.6K
SIS
1161
Sound Income Strategies
Florida
$9.64K
FPF
1162
First Pacific Financial
Washington
$9.18K
OP
1163
ORG Partners
Indiana
$9.17K
BAM
1164
Byrne Asset Management
New Jersey
$8.82K
AWM
1165
Abound Wealth Management
Tennessee
$8.48K
PPL
1166
Planning Project LLC
Texas
$8.47K
AT
1167
Arlington Trust
Alabama
$8.12K
GEA
1168
Glen Eagle Advisors
New Jersey
$8.12K
AW
1169
Avion Wealth
Texas
$8K
AWM
1170
Activest Wealth Management
Florida
$7.76K
PB
1171
Prosperity Bancshares
Texas
$7.76K
BFS
1172
Bare Financial Services
Pennsylvania
$7.41K
S
1173
Sachetta
Massachusetts
$7.41K
CA
1174
CoreCap Advisors
Michigan
$7.41K
UFPG
1175
United Financial Planning Group
New York
$7.06K