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
LWM
1151
Lodestone Wealth Management
Washington
$14.5K
PSFG
1152
Park Square Financial Group
Georgia
$14.4K
MS
1153
Monetary Solutions
Ohio
$14.1K
VNA
1154
Valley National Advisers
Pennsylvania
$14K
SS
1155
Sunbelt Securities
Texas
$13.8K
OAJ
1156
Ogorek Anthony Joseph
New York
$13K
PGAM
1157
Princeton Global Asset Management
New Jersey
$12.7K
SIC
1158
SJS Investment Consulting
Ohio
$12.7K
FMP
1159
Financial Management Professionals
Texas
$12K
SC
1160
Solstein Capital
California
$12K
KG
1161
Kilter Group
New York
$12K
CTWM
1162
Cherry Tree Wealth Management
Minnesota
$11.6K
NWS
1163
Nvest Wealth Strategies
Ohio
$11.3K
SS
1164
SBI Securities
Japan
$11.3K
AFC
1165
Ares Financial Consulting
California
$11.3K
CT
1166
Colonial Trust
South Carolina
$10.8K
AFG
1167
Albion Financial Group
Utah
$10.6K
MA
1168
MCF Advisors
Kentucky
$10.6K
NIG
1169
NFJ Investment Group
Texas
$10.6K
CT
1170
Coastline Trust
Rhode Island
$10.6K
B
1171
Bayban
Minnesota
$9.88K
SIS
1172
Sound Income Strategies
Florida
$9.64K
FPF
1173
First Pacific Financial
Washington
$9.18K
OP
1174
ORG Partners
Indiana
$9.17K
BAM
1175
Byrne Asset Management
New Jersey
$8.82K