1,256 hedge funds and large institutions have $66.5B invested in Aon in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 419 increasing their positions, 472 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $66.2B → $66.5B (+$232M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 472

Holders
1,256
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
$108M
Puts
$37.4M
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
RCA
1326
Resonant Capital Advisors
Wisconsin
S
1327
Sunpointe
Missouri
SW
1328
SVB Wealth
Massachusetts
DOA
1329
D'Orazio & Associates
Virginia
FFN
1330
Focus Financial Network
Minnesota
AWM
1331
Aprio Wealth Management
Georgia
FSA
1332
Fort Sheridan Advisors
Illinois
PS
1333
Principal Securities
Iowa
AAS
1334
Ameritas Advisory Services
Nebraska
MTC
1335
Matrix Trust Company
Colorado
Twin Tree Management
1336
Twin Tree Management
Texas
JWM
1337
JPL Wealth Management
Colorado
CCM
1338
Cloud Capital Management
Washington
RA
1339
Rise Advisors
New York
GFWA
1340
Grey Fox Wealth Advisors
Delaware
ACM
1341
Accent Capital Management
Ohio
SAM
1342
Strive Asset Management
Ohio
HWA
1343
Heartwood Wealth Advisors
Virginia
TIM
1344
Tortoise Investment Management
New York
GWSG
1345
GPS Wealth Strategies Group
Colorado
MAM
1346
Marquette Asset Management
Minnesota
PAM
1347
Palisade Asset Management
Minnesota
MFG
1348
Mendota Financial Group
Wisconsin
CT
1349
Clearstead Trust
Maine
CAC
1350
Core Alternative Capital
Georgia