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
16.2%
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 %
GWMIA
901
Global Wealth Management Investment Advisory
Florida
$270K
NWAG
902
Net Worth Advisory Group
Utah
$269K +$9.99K +28 +4%
SAW
903
Signal Advisors Wealth
Michigan
$269K -$11.4K -32 -4%
GPA
904
Garrison Point Advisors
California
$269K
TPWA
905
TRUE Private Wealth Advisors
Oregon
$266K -$8.21K -23 -3%
NCM
906
New Capital Management
Texas
$264K
VHAM
907
Van Hulzen Asset Management
California
$264K -$49.9K -140 -16%
WC
908
Wexford Capital
Florida
$264K -$92.8K -260 -26%
AC
909
Avestar Capital
New York
$263K -$30K -84 -10%
SWM
910
Seed Wealth Management
Illinois
$263K +$263K +737 New
AGWCA
911
Annis Gardner Whiting Capital Advisors
Florida
$263K +$20.7K +58 +9%
FW
912
FullCircle Wealth
Texas
$262K +$721 +2 +0.3%
FWA
913
FSM Wealth Advisors
Ohio
$261K -$9.54K -27 -4%
PIM
914
Penobscot Investment Management
Massachusetts
$260K -$5.35K -15 -2%
NPF
915
Norris Perne & French
Michigan
$260K +$17.8K +50 +7%
ABWM
916
Alpine Bank Wealth Management
Colorado
$259K
VVP
917
Venture Visionary Partners
Ohio
$258K -$2.14K -6 -0.8%
AWM
918
AE Wealth Management
Kansas
$257K +$50K +140 +24%
CNB
919
Camden National Bank
Maine
$257K -$9.28K -26 -3%
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$257K -$25.3K -71 -9%
LGW
921
Leslie Global Wealth
Illinois
$256K -$8.21K -23 -3%
RWA
922
River Wealth Advisors
Pennsylvania
$256K -$357 -1 -0.1%
OWA
923
One Wealth Advisors
California
$255K -$11.1K -31 -4%
CG
924
Clifford Group
Massachusetts
$253K
MAM
925
McLean Asset Management
Virginia
$253K +$4.22K +12 +2%