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
GRP
676
Global Retirement Partners
California
$675K
WFI
677
West Family Investments
California
$670K
MMA
678
Miracle Mile Advisors
California
$669K
CIA
679
Capital Investment Advisors
Georgia
$658K
BC
680
Barrett & Company
Rhode Island
$658K
LJAC
681
L.J. Altfest & Co
New York
$657K
SBFM
682
S-Bank Fund Management
Finland
$653K
Envestnet Portfolio Solutions
683
Envestnet Portfolio Solutions
Illinois
$649K
COI
684
Connable Office Inc
Michigan
$643K
Acadian Asset Management
685
Acadian Asset Management
Massachusetts
$642K
AWA
686
Arkadios Wealth Advisors
Georgia
$641K
CT
687
Chicago Trust
Illinois
$636K
WTC
688
WhitTier Trust Company
Nevada
$636K
PWM
689
Perigon Wealth Management
California
$636K
SF
690
Synovus Financial
Georgia
$631K
WIA
691
Wealthedge Investment Advisors
New York
$630K
OWCM
692
One Wealth Capital Management
Arizona
$629K
AAP
693
Arax Advisory Partners
Colorado
$626K
VT
694
Vise Technologies
New York
$626K
TNB
695
Thomasville National Bank
Georgia
$625K
TSW
696
Three Seasons Wealth
Utah
$624K
YC
697
Yarbrough Capital
Tennessee
$623K
HH
698
Hilltop Holdings
Texas
$621K
LF
699
Lantz Financial
Illinois
$620K
NS
700
NBC Securities
Alabama
$614K