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 %
PFM
1301
Peak Financial Management
Massachusetts
-$208K -521 Closed
BWP
1302
Balboa Wealth Partners
Arizona
-$206K -517 Closed
AAS
1303
Annex Advisory Services
Wisconsin
-$206K -517 Closed
CC
1304
Cultivar Capital
Texas
-$203K -509 Closed
MNBTD
1305
Moody National Bank Trust Division
Texas
-$203K -509 Closed
AWP
1306
Abacus Wealth Partners
California
-$203K -508 Closed
PAMG
1307
Patton Albertson Miller Group
Tennessee
-$202K -507 Closed
NFG
1308
Nadler Financial Group
Illinois
-$202K -506 Closed
VF
1309
Virtu Financial
New York
-$201K -505 Closed
APW
1310
Austin Private Wealth
Texas
-$202K -505 Closed
FLPIM
1311
F.L. Putnam Investment Management
Massachusetts
-$200K -502 Closed
RT
1312
Rockland Trust
Massachusetts
-$200K -502 Closed
HCP
1313
Hexagon Capital Partners
Arkansas
-$126K -315 Closed
WT
1314
Washington Trust
Rhode Island
-$120K -300 Closed
GFPC
1315
Global Financial Private Client
Florida
-$91.8K -230 Closed
CCM
1316
Cloud Capital Management
Washington
-$79K -198 Closed
TFA
1317
Transamerica Financial Advisors
Florida
-$67K -168 Closed
Twin Tree Management
1318
Twin Tree Management
Texas
-$51.5K -129 Closed
CWC
1319
Carolinas Wealth Consulting
North Carolina
-$47.9K -120 Closed
SCB
1320
Saudi Central Bank
Saudi Arabia
-$30.7K -77 Closed
CFG
1321
CKW Financial Group
Hawaii
-$23K -57 Closed
WF
1322
Wayfinding Financial
Washington
-$20K -51 Closed
AF
1323
Atala Financial
California
-$18.8K -47 Closed
QC
1324
Quent Capital
New York
-$11.6K -29 Closed
CHC
1325
City Holding Co
West Virginia
-$7.18K -18 Closed