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 %
GC
1076
Garde Capital
Washington
$37.5K
C
1077
Covestor
United Kingdom
$37K -$356 -1 -1%
TPWA
1078
Twin Peaks Wealth Advisors
California
$37K +$37K +102 New
BGAI
1079
Bruce G. Allen Investments
Colorado
$36.4K -$27.8K -78 -43%
ACM
1080
Accent Capital Management
Ohio
$36K
TFGT
1081
TS Financial Group (TSFG)
Illinois
$33K
PB
1082
Pinnacle Bancorp
Nebraska
$32.5K +$11.8K +33 +57%
MEG
1083
Millstone Evans Group
Colorado
$32.1K
TCOT
1084
Trust Company of Toledo
Ohio
$32.1K +$32.1K +90 New
AUB
1085
Atlantic Union Bankshares
Virginia
$31K +$31K +87 New
HWA
1086
HHM Wealth Advisors
Tennessee
$29.3K
AIM
1087
Anchor Investment Management
South Carolina
$28.5K
WTA
1088
Washington Trust Advisors
Massachusetts
$26K +$5K +14 +24%
CAL
1089
Capital Advisors Ltd
Ohio
$26K -$1.81K -5 -6%
RA
1090
Rational Advisors
New York
$25.7K +$25.7K +72 New
HT
1091
Headlands Technologies
Illinois
$24.6K -$251K -704 -91%
KFI
1092
Key Financial Inc
Pennsylvania
$23.5K +$23.5K +66 New
USB
1093
Union Savings Bank
Connecticut
$22.8K -$1.78K -5 -7%
AIM
1094
Access Investment Management
Georgia
$22.1K +$22.1K +62 New
SWA
1095
SOA Wealth Advisors
New York
$20.7K -$4.28K -12 -17%
DJSG
1096
D.J. St. Germain
Massachusetts
$20.3K
HFS
1097
Hughes Financial Services
Virginia
$20K -$1.82K -5 -8%
SIA
1098
Sit Investment Associates
Minnesota
$19K
RDFA
1099
Ritter Daniher Financial Advisory
Ohio
$18.6K
TIM
1100
Tortoise Investment Management
New York
$18.6K +$2.14K +6 +13%