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
ACC
1026
Acorn Creek Capital
Colorado
$206K
GSF
1027
Grove Street Fiduciary
New Hampshire
$205K
GPW
1028
Genesis Private Wealth
Virginia
$205K
CTA
1029
Colonial Trust Advisors
South Carolina
$205K
SW
1030
SVB Wealth
Massachusetts
$204K
DOA
1031
D'Orazio & Associates
Virginia
$204K
FFN
1032
Focus Financial Network
Minnesota
$203K
AWM
1033
Aprio Wealth Management
Georgia
$202K
FSA
1034
Fort Sheridan Advisors
Illinois
$202K
CWA
1035
Carolina Wealth Advisors
South Carolina
$199K
Walleye Capital
1036
Walleye Capital
New York
$195K
HNW
1037
High Note Wealth
Minnesota
$195K
OC
1038
Oakworth Capital
Alabama
$184K
FGAM
1039
Financial Gravity Asset Management
Texas
$179K
PS
1040
Principal Securities
Iowa
$178K
AA
1041
Addison Advisors
Vermont
$178K
AG
1042
AmeriFlex Group
Nevada
$178K
FFL
1043
Financial Freedom LLC
Ohio
$175K
AAS
1044
Ameritas Advisory Services
Nebraska
$174K
CSPIA
1045
Cary Street Partners Investment Advisory
Virginia
$170K
ST
1046
Smithfield Trust
Pennsylvania
$164K
CAL
1047
Capital Analysts LLC
Pennsylvania
$161K
MCM
1048
Manchester Capital Management
Vermont
$154K
BTD
1049
BankPlus Trust Department
Mississippi
$153K
RF
1050
Rossby Financial
Florida
$152K