1,242 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, 474 increasing their positions, 401 reducing their positions, and 86 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: $69.2B → $66.2B (-$2.95B)

3.68% less ownership

Funds ownership: 89.78%86.11% (-3.7%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
1,242
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
CPG
1126
Cornerstone Planning Group
New Jersey
$22.6K
SC
1127
SouthState Corp
Florida
$22.5K
RA
1128
Rational Advisors
New York
$22.1K
AIM
1129
Access Investment Management
Georgia
$22.1K
PWA
1130
Physician Wealth Advisors
Utah
$21.4K
SWA
1131
SOA Wealth Advisors
New York
$20.7K
DJSG
1132
D.J. St. Germain
Massachusetts
$20.3K
SIA
1133
Sit Investment Associates
Minnesota
$19K
RDFA
1134
Ritter Daniher Financial Advisory
Ohio
$18.5K
AP
1135
Aspect Partners
Virginia
$18.2K
HFS
1136
Hughes Financial Services
Virginia
$17.9K
TIM
1137
Tortoise Investment Management
New York
$17.8K
MAM
1138
Meeder Asset Management
Ohio
$17.5K
AWM
1139
Activest Wealth Management
Florida
$17.5K
UCB
1140
United Community Bank
South Carolina
$17.1K
QC
1141
Quent Capital
New York
$16.8K
HHMI
1142
Howard Hughes Medical Institute
Maryland
$16.4K
BONH
1143
Bank of New Hampshire
New Hampshire
$16K
FFO
1144
Fortitude Family Office
Arizona
$16K
VNA
1145
Valley National Advisers
Pennsylvania
$15K
ME
1146
McIlrath & Eck
Washington
$15K
TC
1147
Truvestments Capital
Florida
$14.6K
GWSG
1148
GPS Wealth Strategies Group
Colorado
$14.4K
OAJ
1149
Ogorek Anthony Joseph
New York
$14K
PGAM
1150
Princeton Global Asset Management
New Jersey
$12.8K