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
ACM
951
Avalon Capital Management
California
$235K
DWA
952
Dougherty Wealth Advisers
Minnesota
$235K
MPM
953
MBB Public Markets
Illinois
$235K
AA
954
Armis Advisers
Georgia
$234K
RFG
955
REAP Financial Group
Texas
$234K
CFFP
956
Center for Financial Planning
Michigan
$233K
UPS
957
UHLMANN PRICE SECURITIES
Illinois
$232K
GCM
958
Goldstream Capital Management
Hong Kong
$232K
HNB
959
Hilltop National Bank
Wyoming
$232K
MAA
960
Matrix Asset Advisors
New York
$231K
SIM
961
Sentry Investment Management
Wisconsin
$231K
AIP
962
ARS Investment Partners
New York
$230K
SCM
963
Stevens Capital Management
Pennsylvania
$230K
CFGW
964
Chancellor Financial Group WB
Pennsylvania
$229K
BIAS
965
Beacon Investment Advisory Services
New Jersey
$228K
MSE
966
MUFG Securities EMEA
United Kingdom
$227K
Federated Hermes
967
Federated Hermes
Pennsylvania
$227K
SI
968
Seeds Investor
New York
$225K
SW
969
SVB Wealth
Massachusetts
$224K
WA
970
Waddell & Associates
Tennessee
$224K
DA
971
Dover Advisors
Virginia
$223K
GWM
972
Geneos Wealth Management
Colorado
$223K
CBTWT
973
Community Bank & Trust (Waco, Texas)
Texas
$222K
GWM
974
Gitterman Wealth Management
New Jersey
$222K
BL
975
Balentine LLC
Georgia
$222K