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 %
BHWM
1151
Beaird Harris Wealth Management
Texas
$5.07K +$1.09K +3 +27%
AEPWM
1152
Atlantic Edge Private Wealth Management
Florida
$4.64K
CBT
1153
Crews Bank & Trust
Florida
$4.64K
IWM
1154
IMG Wealth Management
Florida
$4.64K +$4.64K +13 New
DPW
1155
DiNuzzo Private Wealth
Pennsylvania
$4.28K
MFG
1156
Mendota Financial Group
Wisconsin
$4.28K
WB
1157
Webster Bank
Connecticut
$4.28K +$4.28K +12 New
DWM
1158
Dogwood Wealth Management
Kansas
$4.26K +$2.84K +8 +200%
NWM
1159
Nova Wealth Management
Florida
$4.2K +$4.2K +12 New
GC
1160
GFG Capital
Florida
$3.93K +$3.93K +11 New
NFSG
1161
Newbridge Financial Services Group
Florida
$3.59K
PSFG
1162
Park Square Financial Group
Georgia
$3.57K -$4.64K -13 -57%
CIAS
1163
CBIZ Investment Advisory Services
Ohio
$3.57K +$1.78K +5 +100%
DF
1164
DecisionPoint Financial
Arizona
$3.21K +$1.43K +4 +80%
NMG
1165
New Millennium Group
Utah
$3.21K
WPA
1166
Wealth Preservation Advisors
Tennessee
$3.21K
TWD
1167
True Wealth Design
Ohio
$3.19K +$354 +1 +13%
TFM
1168
TFC Financial Management
Massachusetts
$2.86K
CTB
1169
Country Trust Bank
Illinois
$2.85K
BHWM
1170
Bay Harbor Wealth Management
Maryland
$2.85K +$1.43K +4 +100%
HWM
1171
HighMark Wealth Management
Minnesota
$2.53K
MAS
1172
MPWM Advisory Solutions
Georgia
$2.5K
CAC
1173
Core Alternative Capital
Georgia
$2.5K
TCM
1174
TD Capital Management
Tennessee
$2.15K
HWP
1175
Highline Wealth Partners
California
$2.14K -$1.43K -4 -40%