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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
UCB
1151
United Community Bank
South Carolina
$16.9K
FFO
1152
Fortitude Family Office
Arizona
$16.9K +$1.05K +3 +7%
HHMI
1153
Howard Hughes Medical Institute
Maryland
$16.2K
BONH
1154
Bank of New Hampshire
New Hampshire
$15.9K
MSWM
1155
Mowery & Schoenfeld Wealth Management
Illinois
$15.5K +$3.14K +9 +26%
ME
1156
McIlrath & Eck
Washington
$14.8K
TC
1157
Truvestments Capital
Florida
$14.5K
LWM
1158
Lodestone Wealth Management
Washington
$14.5K +$14.3K +41 New
PSFG
1159
Park Square Financial Group
Georgia
$14.4K +$14K +40 New
MS
1160
Monetary Solutions
Ohio
$14.1K +$14K +40 New
VNA
1161
Valley National Advisers
Pennsylvania
$14K -$349 -1 -2%
SS
1162
Sunbelt Securities
Texas
$13.8K +$5.59K +16 +70%
OAJ
1163
Ogorek Anthony Joseph
New York
$13K -$698 -2 -5%
PGAM
1164
Princeton Global Asset Management
New Jersey
$12.7K
SIC
1165
SJS Investment Consulting
Ohio
$12.7K +$10.1K +29 +414%
FMP
1166
Financial Management Professionals
Texas
$12K -$10.8K -31 -48%
SC
1167
Solstein Capital
California
$12K
KG
1168
Kilter Group
New York
$12K +$1.4K +4 +13%
CTWM
1169
Cherry Tree Wealth Management
Minnesota
$11.6K
NWS
1170
Nvest Wealth Strategies
Ohio
$11.3K +$11.2K +32 New
SS
1171
SBI Securities
Japan
$11.3K +$2.79K +8 +33%
AFC
1172
Ares Financial Consulting
California
$11.3K +$11.2K +32 New
CT
1173
Colonial Trust
South Carolina
$10.8K
AFG
1174
Albion Financial Group
Utah
$10.6K -$1.05K -3 -9%
MA
1175
MCF Advisors
Kentucky
$10.6K +$6.63K +19 +173%