1,227 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, 466 increasing their positions, 395 reducing their positions, and 85 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: $69.1B → $66.2B (-$2.94B)

3.68% less ownership

Funds ownership: 89.73%86.05% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,227
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
CI
751
Conning Inc
Connecticut
$569K
PCIA
752
Prime Capital Investment Advisors
Kansas
$567K
MW
753
MBL Wealth
North Carolina
$564K
KCM
754
Kathmere Capital Management
Pennsylvania
$553K
LF
755
Lantz Financial
Illinois
$546K
AFO
756
Arrowroot Family Office
California
$540K
SMA
757
Sage Mountain Advisors
Georgia
$540K
AGA
758
Accuvest Global Advisors
Utah
$535K
GCC
759
Game Creek Capital
Massachusetts
$535K
PP
760
PDS Planning
Ohio
$533K
SWA
761
Stratos Wealth Advisors
Ohio
$530K
IAA
762
Independent Advisor Alliance
North Carolina
$527K
Empower Advisory Group
763
Empower Advisory Group
Colorado
$519K
IAS
764
Insigneo Advisory Services
Florida
$517K
NRS
765
Neville Rodie & Shaw
New York
$517K
MFA
766
Mayflower Financial Advisors
Massachusetts
$516K
CCA
767
Conservest Capital Advisors
Pennsylvania
$515K
EW
768
Elyxium Wealth
California
$512K
MMCM
769
Murphy & Mullick Capital Management
New York
$511K
PAM
770
Panagora Asset Management
Massachusetts
$509K
AWA
771
Arete Wealth Advisors
Illinois
$509K
ACA
772
Aptus Capital Advisors
Alabama
$503K
RZH
773
Relyea Zuckerberg Hanson
Connecticut
$500K
OAM
774
Oxford Asset Management
United Kingdom
$500K
AWM
775
AE Wealth Management
Kansas
$499K