1,208 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, 423 increasing their positions, 468 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
-45
Holders Change %
-3.59%
% of All Funds
16.2%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.39%
New
106
Increased
423
Reduced
468
Closed
130
Calls
$164M
Puts
$157M
Net Calls
+$7.26M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1051
Hollencrest Capital Management
California
$66K
POIA
1052
Pin Oak Investment Advisors
Texas
$64K +$64K +162 New
OCM
1053
Orion Capital Management
California
$62.8K
HI
1054
Harbour Investments
Wisconsin
$62.4K +$1.43K +4 +2%
MPW
1055
MASECO Private Wealth
$61.3K +$61.3K +172 New
NC
1056
NewSquare Capital
Pennsylvania
$60.6K +$40K +112 +193%
NRG
1057
Nemes Rush Group
Michigan
$55.3K
DI
1058
DAGCO Inc
Ohio
$53.5K
FUBT
1059
First United Bank & Trust
Maryland
$53.5K
SSG
1060
Summit Securities Group
New York
$51.7K +$51.7K +145 New
FMII
1061
Farmers & Merchants Investments Inc
Nebraska
$51.4K
SHM
1062
Sagard Holdings Management
Ontario, Canada
$50.7K +$50.7K +142 New
FNWA
1063
Financial Network Wealth Advisors
Utah
$49.6K
BWAM
1064
Boyd Watterson Asset Management
Ohio
$49.2K
EWP
1065
Elevation Wealth Partners
California
$49.2K +$6.78K +19 +16%
CMP
1066
Coston McIsaac & Partners
Maine
$49K
MAM
1067
Meeder Asset Management
Ohio
$47.8K +$7.85K +22 +20%
RA
1068
Rise Advisors
New York
$46.8K +$357 +1 +0.8%
FFA
1069
Frazier Financial Advisors
Ohio
$42.1K +$4.28K +12 +11%
PWMG
1070
Prestige Wealth Management Group
New Jersey
$41.4K
GKIM
1071
GW&K Investment Management
Massachusetts
$41K +$1.43K +4 +4%
SC
1072
SouthState Corp
Florida
$40.7K -$106K -298 -72%
MWM
1073
Mascoma Wealth Management
New Hampshire
$39.6K
CWM
1074
Centricity Wealth Management
Ohio
$38.5K
BIA
1075
Bell Investment Advisors
California
$37.5K -$714 -2 -2%