1,234 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, 470 increasing their positions, 398 reducing their positions, and 86 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: $69.2B → $66.2B (-$2.98B)

3.71% less ownership

Funds ownership: 89.79%86.08% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,234
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
RFN
801
RDA Financial Network
Iowa
$446K
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$444K
ATPW
803
Ashton Thomas Private Wealth
Arizona
$443K
FCM
804
Fortis Capital Management
Washington
$442K
BFS
805
Bradley Foster & Sargent
Connecticut
$442K
FL
806
FreeGulliver LLC
Louisiana
$441K
TC
807
TownSquare Capital
Utah
$438K
HCM
808
Howard Capital Management
Georgia
$438K
EFS
809
Essex Financial Services
Connecticut
$435K
FWM
810
Focused Wealth Management
New York
$433K
HA
811
HC Advisors
Georgia
$428K
IWA
812
Inspirion Wealth Advisors
Illinois
$425K
EP
813
Edgestream Partners
New Jersey
$421K
KPWS
814
Kestra Private Wealth Services
Texas
$420K
SCM
815
Shelton Capital Management
Colorado
$417K
AWA
816
Amplius Wealth Advisors
Pennsylvania
$416K
EFG
817
Everhart Financial Group
Ohio
$414K
SC
818
Sapient Capital
Indiana
$414K
SRL
819
Scientech Research LLC
New Jersey
$414K
EWA
820
EverSource Wealth Advisors
Alabama
$413K
VWA
821
VSM Wealth Advisory
Maryland
$412K
SWM
822
SeaCrest Wealth Management
New York
$411K
FT
823
Fiduciary Trust
Massachusetts
$408K
OBGC
824
O'Brien Greene & Co
Pennsylvania
$404K
BL
825
BFSG LLC
California
$404K