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
RWA
1101
Redmont Wealth Advisors
Illinois
$22.8K
USB
1102
Union Savings Bank
Connecticut
$22.8K
AIM
1103
Access Investment Management
Georgia
$22.1K
SWA
1104
SOA Wealth Advisors
New York
$20.7K
DJSG
1105
D.J. St. Germain
Massachusetts
$20.3K
HFS
1106
Hughes Financial Services
Virginia
$20K
SIA
1107
Sit Investment Associates
Minnesota
$19K
RDFA
1108
Ritter Daniher Financial Advisory
Ohio
$18.6K
TIM
1109
Tortoise Investment Management
New York
$18.6K
AP
1110
Aspect Partners
Virginia
$16.4K
HHMI
1111
Howard Hughes Medical Institute
Maryland
$16.4K
BONH
1112
Bank of New Hampshire
New Hampshire
$16.1K
OAJ
1113
Ogorek Anthony Joseph
New York
$16K
CT
1114
Clearstead Trust
Maine
$15.4K
VNA
1115
Valley National Advisers
Pennsylvania
$15K
ME
1116
McIlrath & Eck
Washington
$15K
FFO
1117
Fortitude Family Office
Arizona
$15K
GWSG
1118
GPS Wealth Strategies Group
Colorado
$14.4K
UCB
1119
United Community Bank
South Carolina
$14.3K
RAM
1120
Riggs Asset Management
Pennsylvania
$13.6K
PGAM
1121
Princeton Global Asset Management
New Jersey
$12.8K
MSWM
1122
Mowery & Schoenfeld Wealth Management
Illinois
$12.5K
WIM
1123
Westside Investment Management
California
$12.5K
WA
1124
Whipplewood Advisors
Colorado
$12.5K
SS
1125
SBI Securities
Japan
$12.1K