1,227 hedge funds and large institutions have $66.2B invested in Aon in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 466 increasing their positions, 395 reducing their positions, and 85 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $69.1B → $66.2B (-$2.94B)

3.68% less ownership

Funds ownership: 89.73%86.05% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$302M
Puts
$61.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$4.5M
CPA
377
Capital Planning Advisors
California
$4.41M
AWM
378
Accurate Wealth Management
Florida
$4.38M
IC
379
IEQ Capital
California
$4.36M
BCM
380
Buckhead Capital Management
Georgia
$4.33M
MC
381
Machina Capital
France
$4.33M
Bessemer Group
382
Bessemer Group
New Jersey
$4.31M
OTL
383
Oak Thistle LLC
New York
$4.27M
Simplex Trading
384
Simplex Trading
Illinois
$4.24M
RFC
385
Regions Financial Corp
Alabama
$4.16M
CFO
386
Callan Family Office
Pennsylvania
$4.16M
PD
387
Point72 (DIFC)
United Arab Emirates
$4.15M
AAM
388
AR Asset Management
California
$4.14M
NB
389
Norinchukin Bank
Japan
$4.12M
Janney Montgomery Scott
390
Janney Montgomery Scott
Pennsylvania
$4.12M
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$4.09M
P
392
&Partners
Tennessee
$4.07M
NRI
393
NFP Retirement Inc
California
$4.05M
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$4.03M
FFA
395
First Foundation Advisors
California
$3.99M
SCM
396
Seascape Capital Management
New Hampshire
$3.92M
Lido Advisors
397
Lido Advisors
California
$3.82M
RCM
398
Radnor Capital Management
Pennsylvania
$3.8M
VIM
399
Vinva Investment Management
Australia
$3.79M
PFA
400
Pure Financial Advisors
California
$3.79M