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
S
1001
Sunpointe
Missouri
$210K
WBC
1002
Westpac Banking Corp
Australia
$209K
HWA
1003
HCR Wealth Advisors
California
$208K
MCCA
1004
Mill Creek Capital Advisors
Pennsylvania
$207K
BAM
1005
Bosun Asset Management
Illinois
$206K
FFN
1006
Focus Financial Network
Minnesota
$206K
GSF
1007
Grove Street Fiduciary
New Hampshire
$205K
CTA
1008
Colonial Trust Advisors
South Carolina
$205K
ACC
1009
Acorn Creek Capital
Colorado
$205K
OL
1010
OneFund LLC
Florida
$204K
DOA
1011
D'Orazio & Associates
Virginia
$202K
CWA
1012
Carolina Wealth Advisors
South Carolina
$199K
HNW
1013
High Note Wealth
Minnesota
$195K
GM
1014
GeoWealth Management
Illinois
$191K
IA
1015
IFP Advisors
Florida
$191K
PS
1016
Principal Securities
Iowa
$183K
FHA
1017
First Horizon Advisors
Tennessee
$179K
FGC
1018
Financial Gravity Companies
Texas
$179K
AA
1019
Addison Advisors
Vermont
$178K
NICM
1020
Neo Ivy Capital Management
New York
$177K
FFL
1021
Financial Freedom LLC
Ohio
$175K
ST
1022
Smithfield Trust
Pennsylvania
$164K
OWA
1023
Opal Wealth Advisors
New York
$163K
OC
1024
Oakworth Capital
Alabama
$161K
CAL
1025
Capital Analysts LLC
Pennsylvania
$161K