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 %
SS
1126
Sunbelt Securities
Texas
$8.62K +$359 +1 +4%
AWM
1127
Abound Wealth Management
Tennessee
$8.57K -$714 -2 -8%
CA
1128
CoreCap Advisors
Michigan
$8.56K -$5.35K -15 -38%
BFS
1129
Bare Financial Services
Pennsylvania
$8.56K +$6.42K +18 +300%
PWA
1130
Physician Wealth Advisors
Utah
$8.22K +$357 +1 +5%
GEA
1131
Glen Eagle Advisors
New Jersey
$8.21K
BCMLT
1132
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.53K
SO
1133
Sierra Ocean
California
$7.49K
KPP
1134
Kings Path Partners
Texas
$7.49K
S
1135
Sachetta
Massachusetts
$7.49K +$1.43K +4 +24%
PWA
1136
Principia Wealth Advisory
Texas
$7.49K +$5K +14 +200%
DIP
1137
DT Investment Partners
Pennsylvania
$7.14K
FPF
1138
First Pacific Financial
Washington
$7.14K +$2.14K +6 +43%
CPG
1139
Cornerstone Planning Group
New Jersey
$6.51K -$6.51K -18 -50%
AW
1140
Avion Wealth
Texas
$6K +$947 +3 +19%
DF
1141
Dunhill Financial
United Kingdom
$5.79K
VWA
1142
Valued Wealth Advisors
Utah
$5.71K -$357 -1 -6%
AFG
1143
Albion Financial Group
Utah
$5.71K
FG
1144
Fairman Group
Pennsylvania
$5.71K
CFD
1145
Creative Financial Designs
Indiana
$5.71K
SA
1146
SRH Advisors
Kansas
$5.71K
BGA
1147
Battery Global Advisors
Massachusetts
$5.39K
PP
1148
PFS Partners
New Jersey
$5.35K
WA
1149
WPG Advisers
Maryland
$5.35K +$357 +1 +7%
CT
1150
Colonial Trust
South Carolina
$5.15K -$14.7K -40 -74%