1,253 hedge funds and large institutions have $76.2B invested in Aon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 463 increasing their positions, 392 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+78
Holders Change %
+6.64%
% of All Funds
17.02%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
0.58%
New
169
Increased
463
Reduced
392
Closed
69
Calls
$761M
Puts
$436M
Net Calls
+$325M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RF
1076
Rossby Financial
Florida
$125K +$125K +372 New
WT
1077
Washington Trust
Rhode Island
$120K
KWM
1078
Kiker Wealth Management
Georgia
$120K +$120K +300 New
IA
1079
IFP Advisors
Florida
$118K -$2.39K -6 -2%
HB
1080
Horizon Bancorp
Indiana
$116K
HIA
1081
Harbor Investment Advisory
Maryland
$112K
ETC
1082
Exchange Traded Concepts
Oklahoma
$111K +$60.7K +152 +122%
GSWM
1083
Golden State Wealth Management
California
$107K
HWM
1084
Hemington Wealth Management
Virginia
$107K +$7.53K +19 +8%
AG
1085
AmeriFlex Group
Nevada
$99.8K
TCOV
1086
Trust Company of Vermont
Vermont
$96.6K -$11.2K -28 -10%
GFPC
1087
Global Financial Private Client
Florida
$91.8K +$2.4K +6 +3%
IAS
1088
IMA Advisory Services
Colorado
$88.6K +$88.6K +222 New
CSPIA
1089
Cary Street Partners Investment Advisory
Virginia
$85.8K +$32.7K +82 +62%
TFIPS
1090
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.8K
LC
1091
Lavaca Capital
Texas
$79.8K
AT
1092
Arlington Trust
Alabama
$79.8K
MHR
1093
Matthew Hamilton Rosenberg
$79.4K
CCM
1094
Cloud Capital Management
Washington
$79K +$79K +198 New
HCM
1095
Hollencrest Capital Management
California
$73.8K
BGAI
1096
Bruce G. Allen Investments
Colorado
$71.8K +$2K +5 +3%
OCM
1097
Orion Capital Management
California
$70.2K
HI
1098
Harbour Investments
Wisconsin
$68.2K +$2.4K +6 +4%
TFA
1099
Transamerica Financial Advisors
Florida
$67K -$83.8K -210 -56%
AF
1100
Advisornet Financial
Minnesota
$66.6K +$399 +1 +0.6%