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1,278 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: 1,2481,278 (+30)

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
1,278
Holders Change
+30
Holders Change %
+2.4%
% of All Funds
15.55%
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
BWL
1251
Bogart Wealth LLC
Virginia
$1.76K +$349 +1 +25%
CIAS
1252
CBIZ Investment Advisory Services
Ohio
$1.76K +$349 +1 +25%
IBOK
1253
Independence Bank of Kentucky
Kentucky
$1.76K +$1.75K +5 New
RFA
1254
Reyes Financial Architecture
California
$1.76K +$1.75K +5 New
T
1255
Tidemark
California
$1.76K +$1.75K +5 New
PP
1256
Pacifica Partners
Canada
$1.72K
RWM
1257
RMG Wealth Management
Wisconsin
$1.66K +$1.75K +5 New
WWM
1258
Wolff Wiese Magana
California
$1.41K
TM
1259
Torren Management
California
$1.41K +$1.4K +4 New
ACA
1260
American Capital Advisory
Idaho
$1.06K -$698 -2 -40%
QWM
1261
Quaker Wealth Management
New Jersey
$1.06K -$349 -1 -25%
CYG
1262
Clean Yield Group
Vermont
$1.06K
SA
1263
Seneschal Advisors
Washington
$1.06K
AIM
1264
Arcadia Investment Management
Michigan
$1.06K +$1.05K +3 New
TBFA
1265
Three Bearings Fiduciary Advisors
New Hampshire
$1.05K +$1.05K +3 New
RFS
1266
Richardson Financial Services
Massachusetts
$833 +$698 +2 New
CIA
1267
Cape Investment Advisory
Georgia
$706 +$698 +2 New
EFMH
1268
E Fund Management (HK)
Hong Kong
$699
IPS
1269
Investors Portfolio Services
Washington
$579 +$698 +2 New
Q1WB
1270
Quest 10 Wealth Builders
Virginia
$402
CIAM
1271
Caitong International Asset Management
Hong Kong
$353 -$132K -378 -100%
DCM
1272
Davis Capital Management
Florida
$353 -$349 -1 -50%
BLC
1273
Brown, Lisle/Cummings
Rhode Island
$353
HC
1274
Hara Capital
Washington
$353
RJA
1275
Ross\Johnson & Associates
Minnesota
$353