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 %
MAA
951
Matrix Asset Advisors
New York
$231K
SIM
952
Sentry Investment Management
Wisconsin
$231K
AIP
953
ARS Investment Partners
New York
$230K +$230K +645 New
SCM
954
Stevens Capital Management
Pennsylvania
$230K +$230K +645 New
CFGW
955
Chancellor Financial Group WB
Pennsylvania
$229K
BIAS
956
Beacon Investment Advisory Services
New Jersey
$228K +$228K +639 New
MSE
957
MUFG Securities EMEA
United Kingdom
$227K +$227K +637 New
Federated Hermes
958
Federated Hermes
Pennsylvania
$227K -$116K -324 -34%
SI
959
Seeds Investor
New York
$225K -$65.3K -183 -23%
SW
960
SVB Wealth
Massachusetts
$224K -$314K -880 -58%
WA
961
Waddell & Associates
Tennessee
$224K
DA
962
Dover Advisors
Virginia
$223K
GWM
963
Geneos Wealth Management
Colorado
$223K -$268K -751 -55%
CBTWT
964
Community Bank & Trust (Waco, Texas)
Texas
$222K +$713 +2 +0.3%
GWM
965
Gitterman Wealth Management
New Jersey
$222K -$150K -420 -40%
BL
966
Balentine LLC
Georgia
$222K -$32.5K -91 -13%
SP
967
Stonebrook Private
Michigan
$222K +$19.3K +54 +10%
BHWM
968
Bar Harbor Wealth Management
New Hampshire
$221K -$52.4K -147 -19%
MSR
969
Main Street Research
Connecticut
$221K -$714 -2 -0.3%
PSP
970
Principal Street Partners
Tennessee
$221K +$221K +618 New
BEI
971
Benjamin Edwards Inc
Missouri
$220K +$220K +618 New
LI
972
LRI Investments
Florida
$219K +$6.07K +17 +3%
AT
973
American Trust
Kentucky
$219K +$219K +614 New
SEIA
974
Signature Estate & Investment Advisors
California
$218K -$6.07K -17 -3%
JSAM
975
J. Safra Asset Management
New York
$218K