1,253 hedge funds and large institutions have $76.2B invested in Aon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 463 increasing their positions, 392 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+78
Holders Change %
+6.64%
% of All Funds
17.02%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
0.58%
New
169
Increased
463
Reduced
392
Closed
69
Calls
$761M
Puts
$436M
Net Calls
+$325M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
YC
701
Yarbrough Capital
Tennessee
$697K
FC
702
Farringdon Capital
United Kingdom
$696K +$696K +1,745 New
FCP
703
Fidelis Capital Partners
Florida
$695K +$9.07K +27 +1%
NS
704
NBC Securities
Alabama
$693K +$693K +1,737 New
CAMG
705
CWA Asset Management Group
Florida
$688K -$83.8K -210 -11%
LJAC
706
L.J. Altfest & Co
New York
$688K -$798 -2 -0.1%
II
707
Impact Investors
California
$688K +$97K +243 +16%
HI
708
Hudock Inc
Pennsylvania
$687K
A
709
AustralianSuper
Australia
$686K +$18.4K +46 +3%
S
710
SimplyRich
California
$682K
SWP
711
Sagespring Wealth Partners
Tennessee
$680K +$96.6K +242 +17%
HFAS
712
Hummer Financial Advisory Services
Illinois
$680K +$67.8K +170 +11%
FCH
713
Freestone Capital Holdings
Washington
$677K +$122K +306 +22%
MIM
714
Martin Investment Management
Florida
$674K
NCMW
715
Northern Capital Management (Washington)
Washington
$674K
PW
716
PUREfi Wealth
Massachusetts
$668K +$187K +469 +39%
KA
717
Kintegral Advisory
New York
$661K -$1.6K -4 -0.2%
IAS
718
Insigneo Advisory Services
Florida
$660K +$211K +529 +47%
RBI
719
Raiffeisen Bank International
Austria
$659K -$264K -668 -29%
CI
720
Conning Inc
Connecticut
$658K +$12.8K +32 +2%
SB
721
Sunflower Bank
Texas
$657K +$399 +1 +0.1%
AWA
722
Arkadios Wealth Advisors
Georgia
$653K +$653K +1,636 New
LAM
723
Lountzis Asset Management
Pennsylvania
$653K
AWE
724
Avidian Wealth Enterprises
Texas
$651K +$21.2K +53 +3%
GFP
725
Gryphon Financial Partners
Ohio
$651K -$189K -474 -23%