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
FTWA
676
Fifth Third Wealth Advisors
Ohio
$741K
FCP
677
Fidelis Capital Partners
Florida
$740K
CA
678
Commerzbank Aktiengesellschaft
Germany
$735K
CC
679
Chicago Capital
Illinois
$734K
CI
680
Cigna Investments
Connecticut
$730K
RWM
681
Ritholtz Wealth Management
New York
$720K
DWM
682
Diversify Wealth Management
Utah
$718K
BCV
683
Banque Cantonale Vaudoise
Switzerland
$714K
TIM
684
Thompson Investment Management
Wisconsin
$713K
PA
685
Parallel Advisors
California
$713K
SC
686
Saturna Capital
Washington
$709K
MIM
687
Martin Investment Management
Florida
$708K
BP
688
Ballentine Partners
Massachusetts
$707K
HW
689
Hancock Whitney
Mississippi
$705K
SOW
690
State of Wyoming
Wyoming
$699K
GRP
691
Global Retirement Partners
California
$692K
MMA
692
Miracle Mile Advisors
California
$691K
SWP
693
Sagespring Wealth Partners
Tennessee
$690K
SPIA
694
Steward Partners Investment Advisory
New York
$688K
PMFA
695
Plante Moran Financial Advisors
Michigan
$683K
Luther King Capital Management (LKCM)
696
Luther King Capital Management (LKCM)
Texas
$680K
SVWAG
697
Sound View Wealth Advisors Group
Georgia
$680K
LAM
698
Lountzis Asset Management
Pennsylvania
$678K
WFI
699
West Family Investments
California
$676K
PW
700
PUREfi Wealth
Massachusetts
$673K