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
TWM
876
Tanager Wealth Management
United Kingdom
$311K
TPA
877
Trivium Point Advisory
Connecticut
$307K
KBFS
878
Kohmann Bosshard Financial Services
Ohio
$306K
EGM
879
Engineers Gate Manager
New York
$304K
GIA
880
Guyasuta Investment Advisors
Pennsylvania
$303K
ASN
881
Advisory Services Network
Georgia
$302K
SFS
882
Sowell Financial Services
Arkansas
$302K
GLA
883
Great Lakes Advisors
Illinois
$299K
FNBOH
884
First National Bank of Hutchinson
Kansas
$295K
CIS
885
Custom Index Systems
New York
$295K
AGC
886
Aspen Grove Capital
Colorado
$293K
JSSH
887
J. Safra Sarasin Holding
$292K
WF
888
Welch & Forbes
Massachusetts
$290K
HWA
889
Heritage Wealth Advisors
Virginia
$289K
BTI
890
Blue Trust Inc
Georgia
$287K
EB
891
Exchange Bank
California
$287K
CIS
892
Connors Investor Services
Pennsylvania
$285K
RW
893
RVW Wealth
California
$285K
VAG
894
VisionPoint Advisory Group
Texas
$283K
TCOO
895
Trust Company of Oklahoma
Oklahoma
$283K
IA
896
Inspire Advisors
Idaho
$282K
MA
897
Mutual Advisors
Nebraska
$281K
BWS
898
Broadway Wealth Solutions
Texas
$281K
RWP
899
RWA Wealth Partners
Massachusetts
$280K
AC
900
Apella Capital
Connecticut
$278K