1,218 hedge funds and large institutions have $69.1B invested in Aon in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 426 increasing their positions, 470 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $76.2B → $69.1B (-$7.07B)

20% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 133

33% less funds holding in top 10

Funds holding in top 10: 4329 (-14)

Holders
1,218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$164M
Puts
$157M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Congress Wealth Management
Massachusetts
$3.29M
PE
402
Point72 Europe
United Kingdom
$3.28M
MSK
403
Melissa S. Kampmann
$3.26M
MFG
404
MidWestOne Financial Group
Iowa
$3.25M
EWA
405
Exencial Wealth Advisors
Oklahoma
$3.17M
DILIC
406
Dai-ichi Life Insurance Company
Japan
$3.12M
LFG
407
Larson Financial Group
Missouri
$3.08M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
408
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.07M
PIM
409
Progressive Investment Management
Oregon
$3.04M
CSP
410
Cary Street Partners
Virginia
$3.03M
CGIM
411
Capital Group Investment Management
Singapore
$3.02M
KCM
412
Kathmere Capital Management
Pennsylvania
$3.01M
PFBT
413
Parkside Financial Bank & Trust
Missouri
$3.01M
AM
414
AGF Management
Ontario, Canada
$2.97M
IWA
415
Icon Wealth Advisors
Texas
$2.93M
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
$2.91M
MCM
417
MAI Capital Management
Ohio
$2.88M
AG
418
Ascent Group
Virginia
$2.85M
VCA
419
Verdence Capital Advisors
Maryland
$2.84M
GWM
420
Gibbs Wealth Management
Georgia
$2.84M
MCM
421
MV Capital Management
Maryland
$2.83M
Cambridge Investment Research Advisors
422
Cambridge Investment Research Advisors
Iowa
$2.81M
ET
423
Equitable Trust
Tennessee
$2.78M
JAG
424
Journey Advisory Group
Kentucky
$2.77M
SDIC
425
South Dakota Investment Council
South Dakota
$2.77M