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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
SW
1351
SVB Wealth
Massachusetts
-$204K -571 Closed
FFN
1352
Focus Financial Network
Minnesota
-$203K -570 Closed
AWM
1353
Aprio Wealth Management
Georgia
-$202K -567 Closed
FSA
1354
Fort Sheridan Advisors
Illinois
-$202K -566 Closed
PS
1355
Principal Securities
Iowa
-$178K -500 Closed
AAS
1356
Ameritas Advisory Services
Nebraska
-$174K -489 Closed
MTC
1357
Matrix Trust Company
Colorado
-$150K -422 Closed
Twin Tree Management
1358
Twin Tree Management
Texas
-$147K -411 Closed
JWM
1359
JPL Wealth Management
Colorado
-$115K -323 Closed
CCM
1360
Cloud Capital Management
Washington
-$74K -209 Closed
RA
1361
Rise Advisors
New York
-$47.9K -134 Closed
GFWA
1362
Grey Fox Wealth Advisors
Delaware
-$46.4K -130 Closed
ACM
1363
Accent Capital Management
Ohio
-$36K -101 Closed
SAM
1364
Strive Asset Management
Ohio
-$35.3K -99 Closed
HWA
1365
Heartwood Wealth Advisors
Virginia
-$28.9K -81 Closed
TIM
1366
Tortoise Investment Management
New York
-$17.8K -50 Closed
GWSG
1367
GPS Wealth Strategies Group
Colorado
-$14.4K -40 Closed
MAM
1368
Marquette Asset Management
Minnesota
-$6.42K -18 Closed
PAM
1369
Palisade Asset Management
Minnesota
-$6.42K -18 Closed
MFG
1370
Mendota Financial Group
Wisconsin
-$4.28K -12 Closed
CT
1371
Clearstead Trust
Maine
-$2.85K -8 Closed
CAC
1372
Core Alternative Capital
Georgia
-$2.5K -7 Closed
MSWA
1373
Marshall & Sterling Wealth Advisors
New York
-$1.43K -4 Closed
NC
1374
North Capital
Utah
-$1.43K -4 Closed
CIM
1375
Contravisory Investment Management
Massachusetts
-$1.07K -3 Closed