1,208 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, 423 increasing their positions, 468 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
-45
Holders Change %
-3.59%
% of All Funds
16.2%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.39%
New
106
Increased
423
Reduced
468
Closed
130
Calls
$164M
Puts
$157M
Net Calls
+$7.26M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
551
Morningstar Investment Management
Illinois
$1.18M +$1.18M +3,301 New
BPA
552
Beacon Pointe Advisors
California
$1.18M -$198K -554 -14%
DSC
553
Duncker Streett & Co
Missouri
$1.17M
LWAM
554
Legacy Wealth Asset Management
Minnesota
$1.16M +$11.8K +33 +1%
MCM
555
Mattern Capital Management
Colorado
$1.15M +$128K +358 +12%
PF
556
Phoenix Financial
Israel
$1.15M +$1.15M +3,143 New
ET
557
Entropy Technologies
New York
$1.15M +$653K +1,830 +131%
CFM
558
Comprehensive Financial Management
California
$1.14M +$1.14M +3,197 New
FRA
559
Frank Rimerman Advisors
California
$1.12M -$89.9K -252 -7%
MHIC
560
Marble Harbor Investment Counsel
Massachusetts
$1.11M
HW
561
Hancock Whitney
Mississippi
$1.11M +$403K +1,131 +57%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$1.11M +$9.99K +28 +0.9%
CC
563
Citrine Capital
California
$1.11M
CWP
564
Curated Wealth Partners
California
$1.1M +$162K +453 +17%
TA
565
Tectonic Advisors
Texas
$1.09M +$41K +115 +4%
MC
566
Machina Capital
France
$1.08M -$2.76M -7,737 -72%
AMCA
567
Arthur M. Cohen & Associates
Illinois
$1.08M -$125K -350 -10%
RG
568
Rathbones Group
United Kingdom
$1.07M +$1.07M +3,004 New
RC
569
RBF Capital
California
$1.07M
OFG
570
Oxford Financial Group
Indiana
$1.06M -$445K -1,246 -30%
MG
571
Mather Group
Illinois
$1.05M -$51.4K -144 -5%
TSS
572
Two Sigma Securities
New York
$1.05M +$162K +453 +18%
AIP
573
Ameritas Investment Partners
Nebraska
$1.04M -$7.49K -21 -0.7%
DWM
574
Diversify Wealth Management
Utah
$1.04M -$66.9K -184 -6%
GG
575
Greenwood Gearhart
Arkansas
$1.03M -$357 -1 -0%