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
SWM
951
Steinberganna Wealth Management
New York
$254K
CG
952
Clifford Group
Massachusetts
$253K
NCM
953
New Capital Management
Texas
$252K
BBW
954
Blue Barn Wealth
Utah
$252K
Harris Associates
955
Harris Associates
Illinois
$251K
FW
956
FullCircle Wealth
Texas
$250K
SIM
957
Sentry Investment Management
Wisconsin
$248K
NP
958
Nilsine Partners
Colorado
$246K
BEI
959
Benjamin Edwards Inc
Missouri
$246K
AFT
960
Alpha Family Trust
California
$246K
GGA
961
Granite Group Advisors
Connecticut
$246K
CIA
962
Concurrent Investment Advisors
Florida
$244K
NC
963
NovaPoint Capital
Georgia
$244K
Kayne Anderson Rudnick Investment Management
964
Kayne Anderson Rudnick Investment Management
California
$244K
CBTWT
965
Community Bank & Trust (Waco, Texas)
Texas
$243K
ADL
966
Asset Dedication LLC
California
$242K
WA
967
Waddell & Associates
Tennessee
$241K
FHC
968
First Horizon Corporation
Tennessee
$239K
LI
969
LRI Investments
Florida
$239K
HFS
970
Hopwood Financial Services
Virginia
$235K
DWA
971
Dougherty Wealth Advisers
Minnesota
$235K
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$235K
RFG
973
REAP Financial Group
Texas
$234K
MWM
974
Maridea Wealth Management
New York
$234K
WI
975
WrapManager Inc
California
$234K