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
MW
751
MBL Wealth
North Carolina
$504K
FPCP
752
Fort Point Capital Partners
California
$504K
IAA
753
Independent Advisor Alliance
North Carolina
$504K
SMA
754
Sage Mountain Advisors
Georgia
$503K
MMM
755
Mendel Money Management
Illinois
$503K
WPW
756
Waldron Private Wealth
Pennsylvania
$502K
RI
757
Ridgewood Investments
New Jersey
$498K
IA
758
IFG Advisors
Missouri
$496K
RZH
759
Relyea Zuckerberg Hanson
Connecticut
$495K
GIM
760
Goelzer Investment Management
Indiana
$494K
FBFS
761
First Business Financial Services
Wisconsin
$494K
FFA
762
Farther Finance Advisors
California
$492K
PCP
763
Proficio Capital Partners
Massachusetts
$492K
ATPW
764
Ashton Thomas Private Wealth
Arizona
$491K
GWMR
765
GC Wealth Management RIA
Massachusetts
$491K
WS
766
Wedbush Securities
California
$488K
PWA
767
Prairie Wealth Advisors
Nebraska
$487K
EFS
768
Essex Financial Services
Connecticut
$484K
PL
769
Perpetual Ltd
Australia
$484K
CFP
770
Catalyst Financial Partners
Massachusetts
$483K
SWM
771
SeaCrest Wealth Management
New York
$482K
AWA
772
Amplius Wealth Advisors
Pennsylvania
$482K
NAMP
773
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$482K
NOI
774
Newton One Investments
Delaware
$476K
NSIM
775
North Star Investment Management
Illinois
$476K