1,227 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, 466 increasing their positions, 395 reducing their positions, and 85 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: $69.1B → $66.2B (-$2.94B)

3.68% less ownership

Funds ownership: 89.73%86.05% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,227
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
BWS
901
Broadway Wealth Solutions
Texas
$301K
EI
902
Ellevest Inc
New York
$299K
CNBOF
903
City National Bank of Florida
Florida
$298K
CIS
904
Custom Index Systems
New York
$295K
TA
905
Tectonic Advisors
Texas
$289K
EB
906
Exchange Bank
California
$287K
KF
907
Krilogy Financial
Missouri
$286K
HWA
908
Heritage Wealth Advisors
Virginia
$286K
HNB
909
Hilltop National Bank
Wyoming
$286K
Acadian Asset Management
910
Acadian Asset Management
Massachusetts
$286K
CIS
911
Connors Investor Services
Pennsylvania
$285K
RW
912
RVW Wealth
California
$285K
Walleye Trading
913
Walleye Trading
New York
$283K
OWA
914
One Wealth Advisors
California
$283K
IA
915
Inspire Advisors
Idaho
$282K
TCOO
916
Trust Company of Oklahoma
Oklahoma
$281K
RWP
917
RWA Wealth Partners
Massachusetts
$280K
AGC
918
Aspen Grove Capital
Colorado
$277K
EWM
919
Empirical Wealth Management
Washington
$275K
HFS
920
Horizon Financial Services
North Carolina
$275K
FAM
921
Flaharty Asset Management
Florida
$274K
QWM
922
Quadcap Wealth Management
Texas
$273K
SIC
923
Salem Investment Counselors
North Carolina
$272K
VAG
924
VisionPoint Advisory Group
Texas
$272K
DFG
925
Dynamic Financial Group
Iowa
$272K