1,253 hedge funds and large institutions have $76.2B invested in Aon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 463 increasing their positions, 392 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+78
Holders Change %
+6.64%
% of All Funds
17.02%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
0.58%
New
169
Increased
463
Reduced
392
Closed
69
Calls
$761M
Puts
$436M
Net Calls
+$325M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
526
Dynasty Wealth Management
Florida
$1.69M +$73.8K +185 +5%
AI
527
Accredited Investors
Minnesota
$1.68M +$15.2K +38 +0.9%
OFG
528
Oxford Financial Group
Indiana
$1.68M +$6.79K +17 +0.4%
MFG
529
Merit Financial Group
Georgia
$1.68M +$308K +771 +22%
RIL
530
Rothschild Investment LLC
Illinois
$1.67M -$1.01M -2,530 -38%
NIG
531
NFJ Investment Group
Texas
$1.64M -$76.6K -192 -4%
QCM
532
QRG Capital Management
Illinois
$1.63M -$1.38M -3,455 -46%
CTA
533
Chesley Taft & Associates
Illinois
$1.63M +$259K +650 +19%
SAM
534
Sompo Asset Management
Japan
$1.62M -$754K -1,890 -32%
EIP
535
Ellis Investment Partners
Pennsylvania
$1.62M
MYAM
536
Meiji Yasuda Asset Management
Japan
$1.62M +$149K +374 +10%
OAM
537
Oxford Asset Management
United Kingdom
$1.62M +$1.62M +4,055 New
TWC
538
TD Waterhouse Canada
Ontario, Canada
$1.6M +$11.6K +29 +0.7%
GBA
539
Garrison Bradford & Associates
New York
$1.6M
MWM
540
Mission Wealth Management
California
$1.59M -$120K -300 -7%
LCM
541
Logan Capital Management
Pennsylvania
$1.59M -$129K -322 -7%
VA
542
Vident Advisory
Georgia
$1.59M -$3M -7,512 -65%
Jones Financial Companies
543
Jones Financial Companies
Missouri
$1.59M +$83.3K +211 +6%
BBHC
544
Brown Brothers Harriman & Co
New York
$1.58M -$19.6K -49 -1%
AAM
545
Auxier Asset Management
Oregon
$1.58M +$79.8K +200 +5%
VI
546
Vestcor Inc
New Brunswick, Canada
$1.58M +$2.79K +7 +0.2%
PCM
547
Penserra Capital Management
California
$1.56M +$977K +2,451 +167%
SWP
548
Stratos Wealth Partners
Ohio
$1.55M -$404K -1,013 -21%
HAG
549
HighPoint Advisor Group
Illinois
$1.54M +$240K +685 +18%
BPA
550
Beacon Pointe Advisors
California
$1.54M +$498K +1,247 +48%