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
MSWM
1151
Mowery & Schoenfeld Wealth Management
Illinois
$12.5K
SC
1152
Solstein Capital
California
$12.1K
CTWM
1153
Cherry Tree Wealth Management
Minnesota
$11.8K
AFG
1154
Albion Financial Group
Utah
$11.8K
CT
1155
Colonial Trust
South Carolina
$10.9K
KG
1156
Kilter Group
New York
$10.7K
NIG
1157
NFJ Investment Group
Texas
$10.7K
CT
1158
Coastline Trust
Rhode Island
$10.7K
S
1159
Sachetta
Massachusetts
$9.63K
BFS
1160
Bare Financial Services
Pennsylvania
$9.63K
CA
1161
CoreCap Advisors
Michigan
$9.27K
BAM
1162
Byrne Asset Management
New Jersey
$8.91K
AWM
1163
Abound Wealth Management
Tennessee
$8.76K
SS
1164
SBI Securities
Japan
$8.56K
SS
1165
Sunbelt Securities
Texas
$8.2K
GEA
1166
Glen Eagle Advisors
New Jersey
$8.2K
DIP
1167
DT Investment Partners
Pennsylvania
$7.13K
AW
1168
Avion Wealth
Texas
$7K
MAM
1169
Marquette Asset Management
Minnesota
$6.42K
PAM
1170
Palisade Asset Management
Minnesota
$6.42K
TFA
1171
Transamerica Financial Advisors
Florida
$6.1K
DPW
1172
DiNuzzo Private Wealth
Pennsylvania
$5.87K
DF
1173
Dunhill Financial
United Kingdom
$5.78K
VWA
1174
Valued Wealth Advisors
Utah
$5.71K
CFD
1175
Creative Financial Designs
Indiana
$5.71K