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
16.19%
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 %
OC
601
Oppenheimer & Co
New York
$940K -$53.5K -150 -5%
GL
602
Graypoint LLC
New York
$933K +$42.8K +120 +5%
JFG
603
Jefferies Financial Group
New York
$928K -$47.4M -132,818 -98%
NEI
604
Northwest & Ethical Investments
Ontario, Canada
$928K +$928K +2,629 New
TIAA Trust, National Association
605
TIAA Trust, National Association
North Carolina
$916K +$17.8K +50 +2%
SWP
606
Stratos Wealth Partners
Ohio
$913K -$474K -1,329 -34%
HIC
607
Hartline Investment Corp
Illinois
$908K +$1.43K +4 +0.2%
CWM
608
Connecticut Wealth Management
Connecticut
$908K -$13.6K -38 -1%
HFO
609
Heritage Family Offices
Arizona
$897K
HA
610
Harbor Advisors
Florida
$892K
MGIA
611
Moneta Group Investment Advisors
Missouri
$885K +$22.5K +63 +3%
TAM
612
Trust Asset Management
Texas
$880K
CP
613
Covenant Partners
Tennessee
$875K
BHPW
614
Beverly Hills Private Wealth
California
$871K +$52.4K +147 +6%
SWM
615
Sendero Wealth Management
Texas
$859K -$289K -809 -25%
LWP
616
LeClair Wealth Partners
Ohio
$849K -$357 -1 -0%
FFB
617
First Financial Bankshares
Texas
$847K +$847K +2,374 New
SIA
618
Soltis Investment Advisors
Utah
$840K +$840K +2,355 New
BSB
619
Bangor Savings Bank
Maine
$832K
PPA
620
Painted Porch Advisors
California
$829K
QI
621
Qtron Investments
Massachusetts
$828K -$131K -367 -14%
PAS
622
Park Avenue Securities
New York
$825K -$542K -1,519 -40%
VFA
623
Valeo Financial Advisors
Indiana
$824K +$17.1K +48 +2%
RWMG
624
Redwood Wealth Management Group
New Jersey
$816K -$11.1K -31 -1%
SAG
625
SageView Advisory Group
California
$809K -$19.9K -54 -2%