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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
VWA
1201
Valued Wealth Advisors
Utah
$5.65K
CTB
1202
Country Trust Bank
Illinois
$5.65K
SA
1203
SRH Advisors
Kansas
$5.65K
IWM
1204
IMG Wealth Management
Florida
$5.65K +$1.05K +3 +23%
JGCM
1205
Joseph Group Capital Management
Ohio
$5.65K +$5.59K +16 New
BGA
1206
Battery Global Advisors
Massachusetts
$5.36K
PP
1207
PFS Partners
New Jersey
$5.29K
CFD
1208
Creative Financial Designs
Indiana
$5.29K -$349 -1 -6%
WA
1209
WPG Advisers
Maryland
$5.29K
1CP
1210
1015 Capital Partners
Pennsylvania
$4.94K +$4.89K +14 New
CBT
1211
Crews Bank & Trust
Florida
$4.59K
PP
1212
Paladin Partners
Wisconsin
$4.59K +$4.54K +13 New
TF
1213
Tompkins Financial
New York
$4.59K +$4.54K +13 New
WB
1214
Webster Bank
Connecticut
$4.24K
GWM
1215
Greenline Wealth Management
Florida
$4.24K +$4.19K +12 New
CHC
1216
City Holding Co
West Virginia
$4.23K
PSB
1217
Piscataqua Savings Bank
New Hampshire
$4.23K +$4.19K +12 New
BHWM
1218
Beaird Harris Wealth Management
Texas
$3.95K -$1.4K -4 -27%
SEP
1219
Signature Equity Partners
Ohio
$3.92K +$3.84K +11 New
EPAM
1220
Evelyn Partners Asset Management
$3.88K
CA
1221
Crewe Advisors
Utah
$3.88K +$3.84K +11 New
MW
1222
Merited Wealth
Florida
$3.88K +$3.84K +11 New
TAM
1223
Tucker Asset Management
Colorado
$3.88K +$3.84K +11 New
NFSG
1224
Newbridge Financial Services Group
Florida
$3.56K -$106K -304 -97%
PWA
1225
Principia Wealth Advisory
Texas
$3.53K -$349 -1 -9%