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
SW
1026
SVB Wealth
Massachusetts
$204K
DOA
1027
D'Orazio & Associates
Virginia
$204K
FFN
1028
Focus Financial Network
Minnesota
$203K
IA
1029
IFP Advisors
Florida
$202K
AWM
1030
Aprio Wealth Management
Georgia
$202K
FSA
1031
Fort Sheridan Advisors
Illinois
$202K
CWA
1032
Carolina Wealth Advisors
South Carolina
$199K
Walleye Capital
1033
Walleye Capital
New York
$195K
HNW
1034
High Note Wealth
Minnesota
$195K
OC
1035
Oakworth Capital
Alabama
$184K
FGAM
1036
Financial Gravity Asset Management
Texas
$179K
PS
1037
Principal Securities
Iowa
$178K
AA
1038
Addison Advisors
Vermont
$178K
AG
1039
AmeriFlex Group
Nevada
$178K
FFL
1040
Financial Freedom LLC
Ohio
$175K
AAS
1041
Ameritas Advisory Services
Nebraska
$174K
CSPIA
1042
Cary Street Partners Investment Advisory
Virginia
$170K
ST
1043
Smithfield Trust
Pennsylvania
$164K
CAL
1044
Capital Analysts LLC
Pennsylvania
$161K
MCM
1045
Manchester Capital Management
Vermont
$154K
BTD
1046
BankPlus Trust Department
Mississippi
$153K
RF
1047
Rossby Financial
Florida
$152K
AAM
1048
Advisors Asset Management
Colorado
$151K
GWM
1049
Geneos Wealth Management
Colorado
$151K
MTC
1050
Matrix Trust Company
Colorado
$150K