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
CG
851
Cynosure Group
Utah
$366K
LFA
852
Legacy Financial Advisors
Kentucky
$364K
JCM
853
Jacobi Capital Management
Pennsylvania
$362K
AA
854
Alta Advisers
United Kingdom
$360K
DIG
855
Dauntless Investment Group
New Hampshire
$360K
OIA
856
Optimum Investment Advisors
Illinois
$357K
AGA
857
Arkos Global Advisors
Texas
$355K
Los Angeles Capital Management
858
Los Angeles Capital Management
California
$352K
CP
859
Creekside Partners
California
$350K
LAM
860
L2 Asset Management
Massachusetts
$349K
BWM
861
BlackDiamond Wealth Management
New York
$349K
CGL
862
Clarius Group LLC
Washington
$347K
SMC
863
Smith, Moore & Co
Missouri
$345K
AA
864
ALPS Advisors
Colorado
$344K
CPSAC
865
Chas P. Smith & Associates (CPS)
Florida
$344K
SFS
866
Sowell Financial Services
Arkansas
$342K
JWA
867
JFS Wealth Advisors
Pennsylvania
$342K
CP
868
Castleview Partners
Texas
$339K
WWC
869
Waypoint Wealth Counsel
Georgia
$338K
CIA
870
Choate Investment Advisors
Massachusetts
$337K
Federated Hermes
871
Federated Hermes
Pennsylvania
$336K
QL
872
Quarry LP
New York
$336K
CWG
873
Cornerstone Wealth Group
North Carolina
$335K
TPA
874
Trivium Point Advisory
Connecticut
$329K
NFW
875
Noble Family Wealth
Florida
$328K