We are live on ! Find out more

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
CT
1176
Coastline Trust
Rhode Island
$10.6K
NIG
1177
NFJ Investment Group
Texas
$10.6K
B
1178
Bayban
Minnesota
$9.88K +$9.78K +28 New
SIS
1179
Sound Income Strategies
Florida
$9.64K +$9.08K +26 +1,300%
FPF
1180
First Pacific Financial
Washington
$9.18K +$4.19K +12 +86%
OP
1181
ORG Partners
Indiana
$9.17K -$43.3K -124 -83%
BAM
1182
Byrne Asset Management
New Jersey
$8.82K
AWM
1183
Abound Wealth Management
Tennessee
$8.48K -$349 -1 -4%
PPL
1184
Planning Project LLC
Texas
$8.47K +$8.38K +24 New
AT
1185
Arlington Trust
Alabama
$8.12K -$61.8K -177 -89%
GEA
1186
Glen Eagle Advisors
New Jersey
$8.12K
AW
1187
Avion Wealth
Texas
$8K +$1.4K +4 +20%
AWM
1188
Activest Wealth Management
Florida
$7.76K -$9.43K -27 -55%
PB
1189
Prosperity Bancshares
Texas
$7.76K +$7.68K +22 New
BFS
1190
Bare Financial Services
Pennsylvania
$7.41K -$2.1K -6 -22%
S
1191
Sachetta
Massachusetts
$7.41K -$2.1K -6 -22%
CA
1192
CoreCap Advisors
Michigan
$7.41K -$1.75K -5 -19%
KPP
1193
Kings Path Partners
Texas
$7.41K
UFPG
1194
United Financial Planning Group
New York
$7.06K +$6.98K +20 New
MFP
1195
Meramec Financial Planners
Missouri
$6.84K +$6.98K +20 New
WAG
1196
Wilkerson Advisory Group
Missouri
$6.71K +$6.63K +19 New
BHWM
1197
Bay Harbor Wealth Management
Maryland
$6.7K +$3.14K +9 +90%
DF
1198
Dunhill Financial
United Kingdom
$6.38K +$698 +2 +13%
DPW
1199
DiNuzzo Private Wealth
Pennsylvania
$6.35K +$698 +2 +13%
BW
1200
Bravera Wealth
North Dakota
$6.35K +$6.29K +18 New