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
BPCE
551
Bank Pictet & Cie (Europe)
Germany
$1.21M
WIA
552
World Investment Advisors
California
$1.2M
DWT
553
Dorsey & Whitney Trust
South Dakota
$1.19M
PTC
554
Private Trust Company
Ohio
$1.19M
MIM
555
Morningstar Investment Management
Illinois
$1.18M
BPA
556
Beacon Pointe Advisors
California
$1.18M
DSC
557
Duncker Streett & Co
Missouri
$1.17M
LWAM
558
Legacy Wealth Asset Management
Minnesota
$1.16M
MCM
559
Mattern Capital Management
Colorado
$1.15M
PF
560
Phoenix Financial
Israel
$1.15M
ET
561
Entropy Technologies
New York
$1.15M
CFM
562
Comprehensive Financial Management
California
$1.14M
FRA
563
Frank Rimerman Advisors
California
$1.12M
MHIC
564
Marble Harbor Investment Counsel
Massachusetts
$1.11M
HW
565
Hancock Whitney
Mississippi
$1.11M
USCWA
566
U.S. Capital Wealth Advisors
Texas
$1.11M
CC
567
Citrine Capital
California
$1.11M
CWP
568
Curated Wealth Partners
California
$1.1M
TA
569
Tectonic Advisors
Texas
$1.09M
MC
570
Machina Capital
France
$1.08M
AMCA
571
Arthur M. Cohen & Associates
Illinois
$1.08M
RG
572
Rathbones Group
United Kingdom
$1.07M
RC
573
RBF Capital
California
$1.07M
OFG
574
Oxford Financial Group
Indiana
$1.06M
MG
575
Mather Group
Illinois
$1.05M