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 %
AC
801
Annandale Capital
Texas
$401K
NL
802
NWAM LLC
Washington
$400K +$6.06K +17 +2%
WA
803
Wealthstream Advisors
New York
$399K +$46.4K +130 +13%
JCM
804
Jacobi Capital Management
Pennsylvania
$398K +$207K +580 +108%
IB
805
Intrust Bank
Kansas
$397K +$72.8K +204 +22%
SAM
806
Smartleaf Asset Management
Massachusetts
$394K -$172K -487 -30%
TTWM
807
TCV Trust & Wealth Management
Virginia
$394K -$3.57K -10 -0.9%
CI Investments Inc
808
CI Investments Inc
Ontario, Canada
$385K +$77.5K +217 +25%
FL
809
FreeGulliver LLC
Louisiana
$384K -$14.6K -41 -4%
DIM
810
Delta Investment Management
California
$384K +$8.21K +23 +2%
PCM
811
Penserra Capital Management
California
$382K -$1.01M -2,844 -73%
WI
812
WrapManager Inc
California
$381K -$61.4K -172 -14%
IA
813
IFC Advisors
California
$381K -$35.7K -100 -9%
KPWS
814
Kestra Private Wealth Services
Texas
$379K -$62.4K -175 -14%
FRM
815
Fox Run Management
Connecticut
$379K +$379K +1,061 New
SPC
816
Spirepoint Private Client
Florida
$375K
WCG
817
Weaver Consulting Group
California
$374K -$24.3K -68 -6%
SCA
818
Sandy Cove Advisors
Massachusetts
$372K -$17.8K -50 -5%
OWP
819
ORG Wealth Partners
Texas
$372K +$47.8K +134 +15%
NDSI
820
Newman Dignan & Sheerar Inc
Rhode Island
$371K -$3.21K -9 -0.9%
PA
821
Pinnacle Associates
New York
$370K +$60.6K +170 +20%
BHC
822
Bowen Hanes & Co
Florida
$369K
MLFP
823
MPS Loria Financial Planners
Illinois
$367K
CG
824
Cynosure Group
Utah
$367K +$367K +1,028 New
IWA
825
Inspirion Wealth Advisors
Illinois
$366K -$35.7K -100 -9%