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
WAG
601
Wallace Advisory Group
California
$951K
WW
602
Waterfront Wealth
Kansas
$950K
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$941K
JIC
604
Joel Isaacson & Co
New York
$941K
OC
605
Oppenheimer & Co
New York
$940K
GL
606
Graypoint LLC
New York
$933K
JFG
607
Jefferies Financial Group
New York
$928K
NEI
608
Northwest & Ethical Investments
Ontario, Canada
$928K
TIAA Trust, National Association
609
TIAA Trust, National Association
North Carolina
$916K
SWP
610
Stratos Wealth Partners
Ohio
$913K
HIC
611
Hartline Investment Corp
Illinois
$908K
CWM
612
Connecticut Wealth Management
Connecticut
$908K
HFO
613
Heritage Family Offices
Arizona
$897K
HA
614
Harbor Advisors
Florida
$892K
MGIA
615
Moneta Group Investment Advisors
Missouri
$885K
TAM
616
Trust Asset Management
Texas
$880K
CP
617
Covenant Partners
Tennessee
$875K
BHPW
618
Beverly Hills Private Wealth
California
$871K
VFA
619
Valeo Financial Advisors
Indiana
$868K
SWM
620
Sendero Wealth Management
Texas
$859K
LWP
621
LeClair Wealth Partners
Ohio
$849K
FFB
622
First Financial Bankshares
Texas
$847K
SIA
623
Soltis Investment Advisors
Utah
$840K
BSB
624
Bangor Savings Bank
Maine
$832K
PPA
625
Painted Porch Advisors
California
$829K