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
CWG
851
Cornerstone Wealth Group
North Carolina
$341K
JWA
852
JFS Wealth Advisors
Pennsylvania
$341K
Empower Advisory Group
853
Empower Advisory Group
Colorado
$339K
WWC
854
Waypoint Wealth Counsel
Georgia
$336K
CIA
855
Choate Investment Advisors
Massachusetts
$335K
CP
856
Castleview Partners
Texas
$334K
LAM
857
L2 Asset Management
Massachusetts
$334K
PTB
858
Pioneer Trust Bank
Oregon
$328K
SLI
859
Sumitomo Life Insurance
Japan
$326K
LFA
860
Legacy Financial Advisors
Kentucky
$325K
TAM
861
Todd Asset Management
Kentucky
$325K
LW
862
Linscomb Wealth
Texas
$325K
CCA
863
Cobblestone Capital Advisors
New York
$325K
IC
864
Iconiq Capital
California
$325K
EFG
865
Everhart Financial Group
Ohio
$324K
APG
866
Abacus Planning Group
South Carolina
$323K
FMLI
867
Fukoku Mutual Life Insurance
Japan
$321K
RFO
868
RiverGlades Family Offices
Florida
$321K
BIM
869
Baldwin Investment Management
Pennsylvania
$321K
WIA
870
Westbourne Investment Advisors
Maryland
$321K
MWM
871
Maripau Wealth Management
Indiana
$320K
ATC
872
Argent Trust Co
Tennessee
$318K
IAN
873
Integrated Advisors Network
Texas
$318K
KP
874
Keel Point
Alabama
$318K
RPGK
875
Retirement Planning Group (Kansas)
Kansas
$317K