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
AWM
1176
Abound Wealth Management
Tennessee
$8.48K
PPL
1177
Planning Project LLC
Texas
$8.47K
AT
1178
Arlington Trust
Alabama
$8.12K
GEA
1179
Glen Eagle Advisors
New Jersey
$8.12K
AW
1180
Avion Wealth
Texas
$8K
AWM
1181
Activest Wealth Management
Florida
$7.76K
PB
1182
Prosperity Bancshares
Texas
$7.76K
BFS
1183
Bare Financial Services
Pennsylvania
$7.41K
S
1184
Sachetta
Massachusetts
$7.41K
CA
1185
CoreCap Advisors
Michigan
$7.41K
UFPG
1186
United Financial Planning Group
New York
$7.06K
MFP
1187
Meramec Financial Planners
Missouri
$6.84K
WAG
1188
Wilkerson Advisory Group
Missouri
$6.71K
SFG
1189
Strive Financial Group
Indiana
$6.71K
BHWM
1190
Bay Harbor Wealth Management
Maryland
$6.7K
DF
1191
Dunhill Financial
United Kingdom
$6.38K
DPW
1192
DiNuzzo Private Wealth
Pennsylvania
$6.35K
VWA
1193
Valued Wealth Advisors
Utah
$5.65K
CTB
1194
Country Trust Bank
Illinois
$5.65K
SA
1195
SRH Advisors
Kansas
$5.65K
IWM
1196
IMG Wealth Management
Florida
$5.65K
JGCM
1197
Joseph Group Capital Management
Ohio
$5.65K
BGA
1198
Battery Global Advisors
Massachusetts
$5.36K
PP
1199
PFS Partners
New Jersey
$5.29K
CFD
1200
Creative Financial Designs
Indiana
$5.29K