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
RWM
651
Ritholtz Wealth Management
New York
$734K
FFA
652
Founders Financial Alliance
North Carolina
$734K
WPC
653
Wedmont Private Capital
Pennsylvania
$732K
CCA
654
Checchi Capital Advisers
California
$732K
CI
655
Cigna Investments
Connecticut
$730K
PA
656
Parallel Advisors
California
$730K
FFL
657
Future Fund LLC
Illinois
$725K
BCP
658
Blue Chip Partners
Michigan
$715K
TIM
659
Thompson Investment Management
Wisconsin
$714K
DAM
660
Deltec Asset Management
New York
$714K
BP
661
Ballentine Partners
Massachusetts
$712K
SC
662
Saturna Capital
Washington
$710K
BMCM
663
Bryn Mawr Capital Management
Pennsylvania
$706K
MIM
664
Martin Investment Management
Florida
$696K
FTWA
665
Fifth Third Wealth Advisors
Ohio
$692K
TA
666
Townsend & Associates
Colorado
$692K
SVWAG
667
Sound View Wealth Advisors Group
Georgia
$686K
MOS
668
MGO One Seven
Ohio
$685K
GI
669
GAMMA Investing
California
$682K
IGAM
670
iA Global Asset Management
Quebec, Canada
$681K
LAM
671
Lountzis Asset Management
Pennsylvania
$678K
PW
672
PUREfi Wealth
Massachusetts
$677K
RW
673
Rede Wealth
Virginia
$677K
PMFA
674
Plante Moran Financial Advisors
Michigan
$676K
GCP
675
GSA Capital Partners
United Kingdom
$676K