1,227 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, 466 increasing their positions, 395 reducing their positions, and 85 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: $69.1B → $66.2B (-$2.94B)

3.68% less ownership

Funds ownership: 89.73%86.05% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,227
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
RWM
676
Ritholtz Wealth Management
New York
$720K
DWM
677
Diversify Wealth Management
Utah
$718K
BCV
678
Banque Cantonale Vaudoise
Switzerland
$714K
TIM
679
Thompson Investment Management
Wisconsin
$713K
PA
680
Parallel Advisors
California
$713K
SC
681
Saturna Capital
Washington
$709K
MIM
682
Martin Investment Management
Florida
$708K
BP
683
Ballentine Partners
Massachusetts
$707K
HW
684
Hancock Whitney
Mississippi
$705K
SOW
685
State of Wyoming
Wyoming
$699K
GRP
686
Global Retirement Partners
California
$692K
MMA
687
Miracle Mile Advisors
California
$691K
SWP
688
Sagespring Wealth Partners
Tennessee
$690K
SPIA
689
Steward Partners Investment Advisory
New York
$688K
PMFA
690
Plante Moran Financial Advisors
Michigan
$683K
Luther King Capital Management (LKCM)
691
Luther King Capital Management (LKCM)
Texas
$680K
SVWAG
692
Sound View Wealth Advisors Group
Georgia
$680K
LAM
693
Lountzis Asset Management
Pennsylvania
$678K
WFI
694
West Family Investments
California
$676K
PW
695
PUREfi Wealth
Massachusetts
$673K
SCM
696
Stevens Capital Management
Pennsylvania
$669K
Wolverine Trading
697
Wolverine Trading
Illinois
$666K
DWM
698
Dakota Wealth Management
Florida
$665K
CCA
699
Checchi Capital Advisers
California
$662K
AWM
700
Apollon Wealth Management
South Carolina
$661K