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 %
PTB
851
Pioneer Trust Bank
Oregon
$328K
SLI
852
Sumitomo Life Insurance
Japan
$326K -$765K -2,143 -70%
LFA
853
Legacy Financial Advisors
Kentucky
$325K -$19.3K -54 -6%
TAM
854
Todd Asset Management
Kentucky
$325K -$714 -2 -0.2%
LW
855
Linscomb Wealth
Texas
$325K -$303K -849 -48%
CCA
856
Cobblestone Capital Advisors
New York
$325K -$1.07K -3 -0.3%
IC
857
Iconiq Capital
California
$325K -$27.8K -78 -8%
EFG
858
Everhart Financial Group
Ohio
$324K +$3.92K +11 +1%
APG
859
Abacus Planning Group
South Carolina
$323K -$45K -126 -12%
FMLI
860
Fukoku Mutual Life Insurance
Japan
$321K
BIM
861
Baldwin Investment Management
Pennsylvania
$321K
RFO
862
RiverGlades Family Offices
Florida
$321K
WIA
863
Westbourne Investment Advisors
Maryland
$321K
MWM
864
Maripau Wealth Management
Indiana
$320K +$43.5K +122 +16%
ATC
865
Argent Trust Co
Tennessee
$318K -$11.8K -33 -4%
IAN
866
Integrated Advisors Network
Texas
$318K -$4.64K -13 -1%
KP
867
Keel Point
Alabama
$318K -$20K -56 -6%
RPGK
868
Retirement Planning Group (Kansas)
Kansas
$317K -$16.1K -45 -5%
TWM
869
Tanager Wealth Management
United Kingdom
$311K -$11.8K -33 -4%
TPA
870
Trivium Point Advisory
Connecticut
$307K -$11.1K -31 -3%
KBFS
871
Kohmann Bosshard Financial Services
Ohio
$306K
EGM
872
Engineers Gate Manager
New York
$304K -$6.66M -18,671 -96%
GIA
873
Guyasuta Investment Advisors
Pennsylvania
$303K
ASN
874
Advisory Services Network
Georgia
$302K +$32.7K +92 +12%
SFS
875
Sowell Financial Services
Arkansas
$302K +$69.2K +194 +30%