1,275 hedge funds and large institutions have $66.6B invested in Aon in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 424 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 → $66.6B (+$381M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

10% less repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 473

Holders
1,275
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
FSA
1351
Fort Sheridan Advisors
Illinois
PS
1352
Principal Securities
Iowa
AAS
1353
Ameritas Advisory Services
Nebraska
MTC
1354
Matrix Trust Company
Colorado
Twin Tree Management
1355
Twin Tree Management
Texas
JWM
1356
JPL Wealth Management
Colorado
CCM
1357
Cloud Capital Management
Washington
RA
1358
Rise Advisors
New York
GFWA
1359
Grey Fox Wealth Advisors
Delaware
ACM
1360
Accent Capital Management
Ohio
SAM
1361
Strive Asset Management
Ohio
HWA
1362
Heartwood Wealth Advisors
Virginia
TIM
1363
Tortoise Investment Management
New York
GWSG
1364
GPS Wealth Strategies Group
Colorado
PAM
1365
Palisade Asset Management
Minnesota
MAM
1366
Marquette Asset Management
Minnesota
MFG
1367
Mendota Financial Group
Wisconsin
CT
1368
Clearstead Trust
Maine
CAC
1369
Core Alternative Capital
Georgia
MSWA
1370
Marshall & Sterling Wealth Advisors
New York
NC
1371
North Capital
Utah
CIM
1372
Contravisory Investment Management
Massachusetts
SA
1373
Scarborough Advisors
Maryland
HC
1374
Hurley Capital
New York
BIM
1375
Breakwater Investment Management
Washington