1,242 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, 474 increasing their positions, 401 reducing their positions, and 86 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: $69.2B → $66.2B (-$2.95B)

3.68% less ownership

Funds ownership: 89.78%86.1% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,242
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
ADL
976
Asset Dedication LLC
California
$242K
WA
977
Waddell & Associates
Tennessee
$241K
FHC
978
First Horizon Corporation
Tennessee
$239K
LI
979
LRI Investments
Florida
$239K
HFS
980
Hopwood Financial Services
Virginia
$235K
DWA
981
Dougherty Wealth Advisers
Minnesota
$235K
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$235K
RFG
983
REAP Financial Group
Texas
$234K
MWM
984
Maridea Wealth Management
New York
$234K
WI
985
WrapManager Inc
California
$234K
PFM
986
Patton Fund Management
Texas
$234K
CFFP
987
Center for Financial Planning
Michigan
$233K
UPS
988
UHLMANN PRICE SECURITIES
Illinois
$232K
GCM
989
Goldstream Capital Management
Hong Kong
$231K
MAA
990
Matrix Asset Advisors
New York
$231K
DA
991
Dover Advisors
Virginia
$231K
AIP
992
ARS Investment Partners
New York
$230K
CFGW
993
Chancellor Financial Group WB
Pennsylvania
$229K
KIA
994
KCM Investment Advisors
California
$227K
IC
995
Inscription Capital
Texas
$225K
BL
996
Balentine LLC
Georgia
$224K
MSR
997
Main Street Research
Connecticut
$224K
CP
998
Canopy Partners
Ohio
$222K
GWM
999
Gitterman Wealth Management
New Jersey
$222K
FDW
1000
Fourth Dimension Wealth
Ohio
$222K