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 %
TNA
826
True North Advisors
Texas
$361K +$99.9K +280 +38%
AA
827
Alta Advisers
United Kingdom
$360K
EWA
828
EverSource Wealth Advisors
Alabama
$360K +$31.7K +89 +10%
CPIG
829
Chicago Partners Investment Group
Illinois
$359K -$7.15K -20 -2%
Los Angeles Capital Management
830
Los Angeles Capital Management
California
$359K -$486K -1,362 -57%
GIM
831
Grassi Investment Management
California
$357K -$143K -400 -29%
OIA
832
Optimum Investment Advisors
Illinois
$357K
BWM
833
BlackDiamond Wealth Management
New York
$356K -$7.5K -21 -2%
ECM
834
Evergreen Capital Management
Washington
$354K +$4.64K +13 +1%
CP
835
Creekside Partners
California
$350K
CAG
836
Csenge Advisory Group
Florida
$349K -$97.9K -263 -22%
FT
837
Fiduciary Trust
Massachusetts
$349K +$12.1K +34 +4%
EI
838
Ellevest Inc
New York
$349K -$22.5K -63 -6%
FA
839
FDx Advisors
Illinois
$348K -$20K -56 -5%
CNBOF
840
City National Bank of Florida
Florida
$346K +$357 +1 +0.1%
SMC
841
Smith, Moore & Co
Missouri
$345K
CPSAC
842
Chas P. Smith & Associates (CPS)
Florida
$344K -$5K -14 -1%
WPA
843
West Paces Advisors
Georgia
$342K
CWG
844
Cornerstone Wealth Group
North Carolina
$341K +$8.92K +25 +3%
JWA
845
JFS Wealth Advisors
Pennsylvania
$341K -$3.57K -10 -1%
Empower Advisory Group
846
Empower Advisory Group
Colorado
$339K -$714 -2 -0.2%
WWC
847
Waypoint Wealth Counsel
Georgia
$336K +$2.14K +6 +0.6%
CIA
848
Choate Investment Advisors
Massachusetts
$335K -$2.14K -6 -0.6%
CP
849
Castleview Partners
Texas
$334K +$9.99K +28 +3%
LAM
850
L2 Asset Management
Massachusetts
$334K +$16.1K +45 +5%