1,218 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, 426 increasing their positions, 470 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $76.2B → $69.1B (-$7.07B)

20% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 133

33% less funds holding in top 10

Funds holding in top 10: 4329 (-14)

Holders
1,218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$164M
Puts
$157M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1076
Rise Advisors
New York
$46.8K
FFA
1077
Frazier Financial Advisors
Ohio
$42.1K
PWMG
1078
Prestige Wealth Management Group
New Jersey
$41.4K
GKIM
1079
GW&K Investment Management
Massachusetts
$41K
SC
1080
SouthState Corp
Florida
$40.7K
MWM
1081
Mascoma Wealth Management
New Hampshire
$39.6K
CWM
1082
Centricity Wealth Management
Ohio
$38.5K
BIA
1083
Bell Investment Advisors
California
$37.5K
GC
1084
Garde Capital
Washington
$37.5K
C
1085
Covestor
United Kingdom
$37K
TPWA
1086
Twin Peaks Wealth Advisors
California
$37K
BGAI
1087
Bruce G. Allen Investments
Colorado
$36.4K
ACM
1088
Accent Capital Management
Ohio
$36K
TFGT
1089
TS Financial Group (TSFG)
Illinois
$33K
PB
1090
Pinnacle Bancorp
Nebraska
$32.5K
MEG
1091
Millstone Evans Group
Colorado
$32.1K
TCOT
1092
Trust Company of Toledo
Ohio
$32.1K
AUB
1093
Atlantic Union Bankshares
Virginia
$31K
HWA
1094
HHM Wealth Advisors
Tennessee
$29.3K
AIM
1095
Anchor Investment Management
South Carolina
$28.5K
WTA
1096
Washington Trust Advisors
Massachusetts
$26K
CAL
1097
Capital Advisors Ltd
Ohio
$26K
RA
1098
Rational Advisors
New York
$25.7K
HT
1099
Headlands Technologies
Illinois
$24.6K
KFI
1100
Key Financial Inc
Pennsylvania
$23.5K