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 %
CGL
776
Clarius Group LLC
Washington
$459K -$13.6K -38 -3%
GVAG
777
Great Valley Advisor Group
Delaware
$456K +$157K +441 +53%
VWA
778
Visionary Wealth Advisors
Illinois
$452K -$5.35K -15 -1%
CPA
779
Cardiff Park Advisors
California
$452K
RFN
780
RDA Financial Network
Iowa
$450K
GFP
781
Gryphon Financial Partners
Ohio
$448K -$134K -375 -23%
SOW
782
State of Wyoming
Wyoming
$447K +$37.8K +106 +9%
JWCA
783
J.W. Cole Advisors
Florida
$444K +$14.3K +40 +3%
BFS
784
Bradley Foster & Sargent
Connecticut
$442K
IC
785
IEQ Capital
California
$439K -$4.84M -13,573 -92%
DMBA
786
Deseret Mutual Benefit Administrators
Utah
$438K
FCM
787
Fortis Capital Management
Washington
$438K -$22.8K -64 -5%
SIG
788
Sargent Investment Group
Maryland
$436K -$3.27K -9 -0.7%
SFC
789
SYM Financial Corp
Indiana
$436K +$7.14K +20 +2%
FWM
790
Focused Wealth Management
New York
$433K
HCM
791
Howard Capital Management
Georgia
$433K +$48.2K +135 +13%
MYLI
792
Meiji Yasuda Life Insurance
Japan
$433K +$433K +1,213 New
HA
793
HC Advisors
Georgia
$428K
AWA
794
Aaron Wealth Advisors
Illinois
$427K -$20.3K -57 -5%
SCM
795
Shelton Capital Management
Colorado
$427K -$5K -14 -1%
FNBT
796
FineMark National Bank & Trust
Florida
$421K +$2.85K +8 +0.7%
SC
797
Sapient Capital
Indiana
$420K -$3.57K -10 -0.8%
VWA
798
VSM Wealth Advisory
Maryland
$412K
OBGC
799
O'Brien Greene & Co
Pennsylvania
$411K
BL
800
BFSG LLC
California
$404K