1,227 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, 466 increasing their positions, 395 reducing their positions, and 85 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: $69.1B → $66.2B (-$2.94B)

3.68% less ownership

Funds ownership: 89.73%86.05% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,227
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
SSG
1051
Summit Securities Group
New York
$133K
RFP
1052
Root Financial Partners
California
$122K
STB
1053
S&T Bank
Pennsylvania
$120K
TSMHT
1054
Thurston Springer Miller Herd & Titak
Indiana
$117K
JWM
1055
JPL Wealth Management
Colorado
$115K
NFSG
1056
Newbridge Financial Services Group
Florida
$112K
IAS
1057
IMA Advisory Services
Colorado
$111K
SWM
1058
Spire Wealth Management
Virginia
$111K
JFGIW
1059
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
HB
1060
Horizon Bancorp
Indiana
$103K
TFIPS
1061
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K
HWM
1062
Hemington Wealth Management
Virginia
$99K
GSWM
1063
Golden State Wealth Management
California
$96.6K
C
1064
Covestor
United Kingdom
$79K
AF
1065
Alerus Financial
North Dakota
$78.4K
CCM
1066
Cloud Capital Management
Washington
$74K
LC
1067
Lavaca Capital
Texas
$71.3K
AT
1068
Arlington Trust
Alabama
$71.3K
MHR
1069
Matthew Hamilton Rosenberg
$71K
HI
1070
Harbour Investments
Wisconsin
$68.1K
AF
1071
Advisornet Financial
Minnesota
$66.7K
HCM
1072
Hollencrest Capital Management
California
$66K
HIA
1073
Harbor Investment Advisory
Maryland
$64.5K
OCM
1074
Orion Capital Management
California
$62.8K
MPW
1075
MASECO Private Wealth
$61.3K