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
SCM
801
Shelton Capital Management
Colorado
$427K
FNBT
802
FineMark National Bank & Trust
Florida
$421K
SC
803
Sapient Capital
Indiana
$420K
VWA
804
VSM Wealth Advisory
Maryland
$412K
OBGC
805
O'Brien Greene & Co
Pennsylvania
$411K
BL
806
BFSG LLC
California
$404K
AC
807
Annandale Capital
Texas
$401K
NL
808
NWAM LLC
Washington
$400K
WA
809
Wealthstream Advisors
New York
$399K
JCM
810
Jacobi Capital Management
Pennsylvania
$398K
IB
811
Intrust Bank
Kansas
$397K
SAM
812
Smartleaf Asset Management
Massachusetts
$394K
TTWM
813
TCV Trust & Wealth Management
Virginia
$394K
CI Investments Inc
814
CI Investments Inc
Ontario, Canada
$385K
FL
815
FreeGulliver LLC
Louisiana
$384K
DIM
816
Delta Investment Management
California
$384K
JSAM
817
J. Safra Asset Management
New York
$383K
PCM
818
Penserra Capital Management
California
$382K
WI
819
WrapManager Inc
California
$381K
IA
820
IFC Advisors
California
$381K
KPWS
821
Kestra Private Wealth Services
Texas
$379K
FRM
822
Fox Run Management
Connecticut
$379K
SPC
823
Spirepoint Private Client
Florida
$375K
WCG
824
Weaver Consulting Group
California
$374K
SCA
825
Sandy Cove Advisors
Massachusetts
$372K