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
VWA
1151
Valued Wealth Advisors
Utah
$5.71K
AFG
1152
Albion Financial Group
Utah
$5.71K
CFD
1153
Creative Financial Designs
Indiana
$5.71K
SA
1154
SRH Advisors
Kansas
$5.71K
FG
1155
Fairman Group
Pennsylvania
$5.71K
BGA
1156
Battery Global Advisors
Massachusetts
$5.39K
PP
1157
PFS Partners
New Jersey
$5.35K
WA
1158
WPG Advisers
Maryland
$5.35K
CT
1159
Colonial Trust
South Carolina
$5.15K
BHWM
1160
Beaird Harris Wealth Management
Texas
$5.07K
AEPWM
1161
Atlantic Edge Private Wealth Management
Florida
$4.64K
CBT
1162
Crews Bank & Trust
Florida
$4.64K
IWM
1163
IMG Wealth Management
Florida
$4.64K
DPW
1164
DiNuzzo Private Wealth
Pennsylvania
$4.28K
MFG
1165
Mendota Financial Group
Wisconsin
$4.28K
WB
1166
Webster Bank
Connecticut
$4.28K
DWM
1167
Dogwood Wealth Management
Kansas
$4.25K
NWM
1168
Nova Wealth Management
Florida
$4.2K
GC
1169
GFG Capital
Florida
$3.92K
EPAM
1170
Evelyn Partners Asset Management
$3.92K
NFSG
1171
Newbridge Financial Services Group
Florida
$3.59K
PSFG
1172
Park Square Financial Group
Georgia
$3.57K
CIAS
1173
CBIZ Investment Advisory Services
Ohio
$3.57K
DF
1174
DecisionPoint Financial
Arizona
$3.21K
NMG
1175
New Millennium Group
Utah
$3.21K