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
UB
726
UMB Bank
Missouri
$567K
NA
727
Nordwand Advisors
Pennsylvania
$565K
GLA
728
Good Life Advisors
Pennsylvania
$565K
GHAM
729
Gilman Hill Asset Management
Connecticut
$563K
TCBWMS
730
Texas Capital Bank Wealth Management Services
Texas
$561K
BFG
731
Birch Financial Group
New Hampshire
$551K
IAS
732
Insigneo Advisory Services
Florida
$549K
PCIA
733
Prime Capital Investment Advisors
Kansas
$547K
SWA
734
Stratos Wealth Advisors
Ohio
$546K
JSW
735
Journey Strategic Wealth
New Jersey
$545K
FCH
736
Freestone Capital Holdings
Washington
$544K
PP
737
PDS Planning
Ohio
$542K
AFO
738
Arrowroot Family Office
California
$541K
SWP
739
Sagespring Wealth Partners
Tennessee
$537K
CCA
740
Conservest Capital Advisors
Pennsylvania
$537K
CAMG
741
CWA Asset Management Group
Florida
$536K
GCC
742
Game Creek Capital
Massachusetts
$535K
ACA
743
Aptus Capital Advisors
Alabama
$534K
VCM
744
Voleon Capital Management
California
$534K
AWA
745
Arete Wealth Advisors
Illinois
$534K
EW
746
Elyxium Wealth
California
$523K
NRS
747
Neville Rodie & Shaw
New York
$517K
LCM
748
Logan Capital Management
Pennsylvania
$516K
FFM
749
Forum Financial Management
Illinois
$510K
MMCM
750
Murphy & Mullick Capital Management
New York
$509K