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
CWM
526
Circle Wealth Management
New Jersey
$1.53M
PWAM
527
Private Wealth Asset Management
Iowa
$1.52M
SC
528
Syon Capital
California
$1.51M
CA
529
Clune & Associates
Illinois
$1.51M
VF
530
Virtu Financial
New York
$1.51M
VI
531
Vestcor Inc
New Brunswick, Canada
$1.51M
NB
532
NBT Bank
New York
$1.5M
HAG
533
HighPoint Advisor Group
Illinois
$1.5M
AI
534
Accredited Investors
Minnesota
$1.5M
FCM
535
FJ Capital Management
Virginia
$1.49M
MSE
536
MUFG Securities EMEA
United Kingdom
$1.47M
AFCM
537
Applied Finance Capital Management
Puerto Rico
$1.46M
LCM
538
Logan Capital Management
Pennsylvania
$1.45M
CTA
539
Chesley Taft & Associates
Illinois
$1.45M
DWM
540
Dynasty Wealth Management
Florida
$1.43M
EIP
541
Ellis Investment Partners
Pennsylvania
$1.42M
GT
542
Greenleaf Trust
Michigan
$1.42M
AAM
543
Auxier Asset Management
Oregon
$1.41M
MCM
544
Mattern Capital Management
Colorado
$1.41M
HNB
545
Huntington National Bank
Ohio
$1.4M
CCA
546
Catalyst Capital Advisors
New York
$1.4M
NA
547
Nordwand Advisors
Pennsylvania
$1.39M
GBA
548
Garrison Bradford & Associates
New York
$1.39M
LFM
549
LGT Fund Management
Liechtenstein
$1.37M
MWM
550
Mission Wealth Management
California
$1.37M