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
WA
1201
WPG Advisers
Maryland
$5.29K
CBT
1202
Crews Bank & Trust
Florida
$4.59K
TF
1203
Tompkins Financial
New York
$4.59K
WB
1204
Webster Bank
Connecticut
$4.24K
GWM
1205
Greenline Wealth Management
Florida
$4.24K
CHC
1206
City Holding Co
West Virginia
$4.23K
PSB
1207
Piscataqua Savings Bank
New Hampshire
$4.23K
BHWM
1208
Beaird Harris Wealth Management
Texas
$3.95K
SEP
1209
Signature Equity Partners
Ohio
$3.92K
EPAM
1210
Evelyn Partners Asset Management
$3.88K
CA
1211
Crewe Advisors
Utah
$3.88K
MW
1212
Merited Wealth
Florida
$3.88K
TAM
1213
Tucker Asset Management
Colorado
$3.88K
NFSG
1214
Newbridge Financial Services Group
Florida
$3.56K
PWA
1215
Principia Wealth Advisory
Texas
$3.53K
WPA
1216
Wealth Preservation Advisors
Tennessee
$3.53K
PS
1217
PayPay Securities
Japan
$3.53K
BC
1218
Bayforest Capital
United Kingdom
$3.53K
NMG
1219
New Millennium Group
Utah
$3.18K
DF
1220
DecisionPoint Financial
Arizona
$3.18K
RWM
1221
Rialto Wealth Management
New York
$3.18K
TFM
1222
TFC Financial Management
Massachusetts
$2.83K
FG
1223
Fairman Group
Pennsylvania
$2.82K
CC
1224
Corsicana & Co
Texas
$2.82K
NWM
1225
Nova Wealth Management
Florida
$2.82K