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
TCOT
1101
Trust Company of Toledo
Ohio
$32.1K
MEG
1102
Millstone Evans Group
Colorado
$32.1K
WTA
1103
Washington Trust Advisors
Massachusetts
$31.4K
SL
1104
Salomon & Ludwin
Virginia
$30.6K
HWA
1105
Heartwood Wealth Advisors
Virginia
$28.9K
AIM
1106
Anchor Investment Management
South Carolina
$28.5K
HWA
1107
HHM Wealth Advisors
Tennessee
$26.4K
CAL
1108
Capital Advisors Ltd
Ohio
$26K
WIM
1109
Westside Investment Management
California
$25.2K
WWA
1110
Wealth Watch Advisors
Colorado
$25K
FMP
1111
Financial Management Professionals
Texas
$23.2K
KFI
1112
Key Financial Inc
Pennsylvania
$23K
RWA
1113
Redmont Wealth Advisors
Illinois
$22.8K
CPG
1114
Cornerstone Planning Group
New Jersey
$22.6K
SC
1115
SouthState Corp
Florida
$22.5K
RA
1116
Rational Advisors
New York
$22.1K
AIM
1117
Access Investment Management
Georgia
$22.1K
PWA
1118
Physician Wealth Advisors
Utah
$21.4K
SWA
1119
SOA Wealth Advisors
New York
$20.7K
DJSG
1120
D.J. St. Germain
Massachusetts
$20.3K
SIA
1121
Sit Investment Associates
Minnesota
$19K
RDFA
1122
Ritter Daniher Financial Advisory
Ohio
$18.5K
AP
1123
Aspect Partners
Virginia
$18.2K
HFS
1124
Hughes Financial Services
Virginia
$17.9K
TIM
1125
Tortoise Investment Management
New York
$17.8K