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
GT
501
Greenleaf Trust
Michigan
$1.6M
Jones Financial Companies
502
Jones Financial Companies
Missouri
$1.6M
VA
503
Vident Advisory
Georgia
$1.6M
CNBT
504
Canandaigua National Bank & Trust
New York
$1.6M
B
505
Barings
North Carolina
$1.59M
BP
506
BBR Partners
New York
$1.56M
HAG
507
HighPoint Advisor Group
Illinois
$1.53M
PWAM
508
Private Wealth Asset Management
Iowa
$1.52M
NB
509
NBT Bank
New York
$1.52M
CA
510
Clune & Associates
Illinois
$1.51M
SW
511
Simplicity Wealth
New Jersey
$1.51M
VI
512
Vestcor Inc
New Brunswick, Canada
$1.51M
AI
513
Accredited Investors
Minnesota
$1.51M
MAS
514
Meeder Advisory Services
Ohio
$1.5M
CWM
515
Circle Wealth Management
New Jersey
$1.49M
SAM
516
Sompo Asset Management
Japan
$1.48M
MIF
517
Mediolanum International Funds
Ireland
$1.48M
TE
518
Tema ETFs
New York
$1.48M
TWC
519
TD Waterhouse Canada
Ontario, Canada
$1.48M
BBHC
520
Brown Brothers Harriman & Co
New York
$1.47M
HNB
521
Huntington National Bank
Ohio
$1.47M
CTA
522
Chesley Taft & Associates
Illinois
$1.45M
AFCM
523
Applied Finance Capital Management
Puerto Rico
$1.45M
MWM
524
Mission Wealth Management
California
$1.42M
EIP
525
Ellis Investment Partners
Pennsylvania
$1.42M