1,234 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, 470 increasing their positions, 398 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 (-$2.98B)

3.71% less ownership

Funds ownership: 89.79%86.08% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,234
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
HFS
976
Hopwood Financial Services
Virginia
$235K
DWA
977
Dougherty Wealth Advisers
Minnesota
$235K
MPWT
978
MassMutual Private Wealth & Trust
Connecticut
$235K
RFG
979
REAP Financial Group
Texas
$234K
MWM
980
Maridea Wealth Management
New York
$234K
WI
981
WrapManager Inc
California
$234K
PFM
982
Patton Fund Management
Texas
$234K
CFFP
983
Center for Financial Planning
Michigan
$233K
UPS
984
UHLMANN PRICE SECURITIES
Illinois
$232K
GCM
985
Goldstream Capital Management
Hong Kong
$231K
MAA
986
Matrix Asset Advisors
New York
$231K
DA
987
Dover Advisors
Virginia
$231K
AIP
988
ARS Investment Partners
New York
$230K
CFGW
989
Chancellor Financial Group WB
Pennsylvania
$229K
KIA
990
KCM Investment Advisors
California
$227K
IC
991
Inscription Capital
Texas
$225K
BL
992
Balentine LLC
Georgia
$224K
MSR
993
Main Street Research
Connecticut
$224K
CP
994
Canopy Partners
Ohio
$222K
GWM
995
Gitterman Wealth Management
New Jersey
$222K
FDW
996
Fourth Dimension Wealth
Ohio
$222K
WBC
997
Westpac Banking Corp
Australia
$221K
SI
998
Seeds Investor
New York
$221K
MCCA
999
Mill Creek Capital Advisors
Pennsylvania
$219K
WF
1000
Welch & Forbes
Massachusetts
$219K