1,234 hedge funds and large institutions have $66.2B invested in Aon in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $69.2B → $66.2B (-$2.98B)

3.71% less ownership

Funds ownership: 89.79%86.08% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$302M
Puts
$61.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
626
Joel Isaacson & Co
New York
$941K
AAP
627
Arax Advisory Partners
Colorado
$935K
OQS
628
Occudo Quantitative Strategies
Florida
$934K
GI
629
GAMMA Investing
California
$930K
BWCS
630
Beirne Wealth Consulting Services
Connecticut
$926K
OC
631
Oppenheimer & Co
New York
$917K
PAS
632
Park Avenue Securities
New York
$913K
FFL
633
Future Fund LLC
Illinois
$912K
TIAA Trust, National Association
634
TIAA Trust, National Association
North Carolina
$909K
1C
635
111 Capital
France
$901K
DAS
636
Diversify Advisory Services
Utah
$894K
HA
637
Harbor Advisors
Florida
$891K
HIC
638
Hartline Investment Corp
Illinois
$888K
TAM
639
Trust Asset Management
Texas
$880K
CP
640
Covenant Partners
Tennessee
$875K
MM
641
MQS Management
New York
$861K
BHPW
642
Beverly Hills Private Wealth
California
$861K
SWM
643
Sendero Wealth Management
Texas
$861K
PWM
644
Perigon Wealth Management
California
$855K
TPWM
645
Twelve Points Wealth Management
Massachusetts
$852K
TSW
646
Three Seasons Wealth
Utah
$852K
LWP
647
LeClair Wealth Partners
Ohio
$848K
SIA
648
Soltis Investment Advisors
Utah
$845K
SAG
649
SageView Advisory Group
California
$840K
VFA
650
Valeo Financial Advisors
Indiana
$840K