1,208 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, 423 increasing their positions, 468 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
-45
Holders Change %
-3.59%
% of All Funds
16.19%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.39%
New
106
Increased
423
Reduced
468
Closed
130
Calls
$164M
Puts
$157M
Net Calls
+$7.26M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
726
Insigneo Advisory Services
Florida
$549K -$41K -115 -7%
PCIA
727
Prime Capital Investment Advisors
Kansas
$547K -$116K -326 -18%
SWA
728
Stratos Wealth Advisors
Ohio
$546K
JSW
729
Journey Strategic Wealth
New Jersey
$545K +$322K +902 +144%
FCH
730
Freestone Capital Holdings
Washington
$544K -$61K -171 -10%
PP
731
PDS Planning
Ohio
$542K +$198K +554 +57%
AFO
732
Arrowroot Family Office
California
$541K +$541K +1,516 New
SWP
733
Sagespring Wealth Partners
Tennessee
$537K -$71.7K -201 -12%
CCA
734
Conservest Capital Advisors
Pennsylvania
$537K +$1.78K +5 +0.3%
CAMG
735
CWA Asset Management Group
Florida
$536K -$79.2K -222 -13%
GCC
736
Game Creek Capital
Massachusetts
$535K
ACA
737
Aptus Capital Advisors
Alabama
$534K +$24.6K +69 +5%
VCM
738
Voleon Capital Management
California
$534K +$534K +1,497 New
AWA
739
Arete Wealth Advisors
Illinois
$534K +$1.43K +4 +0.3%
EW
740
Elyxium Wealth
California
$523K +$12.8K +36 +3%
NRS
741
Neville Rodie & Shaw
New York
$517K -$2.5K -7 -0.5%
LCM
742
Logan Capital Management
Pennsylvania
$516K -$906K -2,539 -64%
FFM
743
Forum Financial Management
Illinois
$510K +$157K +440 +44%
MMCM
744
Murphy & Mullick Capital Management
New York
$509K
MW
745
MBL Wealth
North Carolina
$504K -$31.8K -89 -6%
FPCP
746
Fort Point Capital Partners
California
$504K -$11.8K -33 -2%
IAA
747
Independent Advisor Alliance
North Carolina
$504K +$5K +14 +1%
SMA
748
Sage Mountain Advisors
Georgia
$503K -$32.5K -91 -6%
MMM
749
Mendel Money Management
Illinois
$503K
WPW
750
Waldron Private Wealth
Pennsylvania
$502K +$15K +42 +3%