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
NW
451
NewEdge Wealth
Pennsylvania
$2.33M
DE
452
Diversified Enterprises
Delaware
$2.33M
PAG
453
Private Advisor Group
New Jersey
$2.27M
CCM
454
Coldstream Capital Management
Washington
$2.27M
ACA
455
Anchor Capital Advisors
Massachusetts
$2.27M
AA
456
Aire Advisors
California
$2.22M
TMAM
457
Tokio Marine Asset Management
Japan
$2.22M
RBC
458
Romano Brothers & Co
Illinois
$2.2M
AA
459
Ancora Advisors
Ohio
$2.19M
CAG
460
Crestwood Advisors Group
Massachusetts
$2.19M
WF
461
WoodTrust Financial
Wisconsin
$2.17M
MFG
462
Merit Financial Group
Georgia
$2.16M
MCM
463
Mitchell Capital Management
Kansas
$2.15M
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$2.13M
MYAM
465
Meiji Yasuda Asset Management
Japan
$2.12M
HI
466
Horizon Investments
North Carolina
$2.08M
TAM
467
Tealwood Asset Management
Minnesota
$2.07M
NG
468
Norden Group
Utah
$2.04M
MFIM
469
Mesirow Financial Investment Management
Illinois
$2.03M
BCM
470
Brookstone Capital Management
Illinois
$2M
GI
471
GAMCO Investors
Connecticut
$2M
UCFA
472
United Capital Financial Advisors
Texas
$1.99M
CGH
473
Crossmark Global Holdings
Texas
$1.97M
EF
474
Empowered Funds
Pennsylvania
$1.96M
TSWM
475
Tyler-Stone Wealth Management
Ohio
$1.96M