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
PFP
751
Pinnacle Financial Partners
Tennessee
$575K
SF
752
Synovus Financial
Georgia
$574K
WAG
753
Wallace Advisory Group
California
$572K
UB
754
UMB Bank
Missouri
$571K
KWM
755
KFG Wealth Management
Indiana
$571K
CI
756
Conning Inc
Connecticut
$569K
PCIA
757
Prime Capital Investment Advisors
Kansas
$567K
MW
758
MBL Wealth
North Carolina
$564K
KCM
759
Kathmere Capital Management
Pennsylvania
$553K
LF
760
Lantz Financial
Illinois
$546K
AFO
761
Arrowroot Family Office
California
$540K
SMA
762
Sage Mountain Advisors
Georgia
$540K
AGA
763
Accuvest Global Advisors
Utah
$535K
GCC
764
Game Creek Capital
Massachusetts
$535K
PP
765
PDS Planning
Ohio
$533K
SWA
766
Stratos Wealth Advisors
Ohio
$530K
IAA
767
Independent Advisor Alliance
North Carolina
$527K
Empower Advisory Group
768
Empower Advisory Group
Colorado
$519K
IAS
769
Insigneo Advisory Services
Florida
$517K
NRS
770
Neville Rodie & Shaw
New York
$517K
MFA
771
Mayflower Financial Advisors
Massachusetts
$516K
CCA
772
Conservest Capital Advisors
Pennsylvania
$515K
EW
773
Elyxium Wealth
California
$512K
MMCM
774
Murphy & Mullick Capital Management
New York
$511K
PAM
775
Panagora Asset Management
Massachusetts
$509K