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
AWM
1301
Aprio Wealth Management
Georgia
FSA
1302
Fort Sheridan Advisors
Illinois
EFM
1303
E Fund Management
China
KWA
1304
Kingswood Wealth Advisors
California
BTWM
1305
Baker Tilly Wealth Management
Wisconsin
AW
1306
Alteri Wealth
California
SIC
1307
SFE Investment Counsel
California
CA
1308
Cache Advisors
California
CWM
1309
Chemistry Wealth Management
New York
HCM
1310
Highview Capital Management
Illinois
EFL
1311
ERn Financial LLC
Wisconsin
PFM
1312
Peak Financial Management
Massachusetts
BWP
1313
Balboa Wealth Partners
Arizona
AAS
1314
Annex Advisory Services
Wisconsin
MNBTD
1315
Moody National Bank Trust Division
Texas
CC
1316
Cultivar Capital
Texas
AWP
1317
Abacus Wealth Partners
California
PAMG
1318
Patton Albertson Miller Group
Tennessee
NFG
1319
Nadler Financial Group
Illinois
VF
1320
Virtu Financial
New York
APW
1321
Austin Private Wealth
Texas
FLPIM
1322
F.L. Putnam Investment Management
Massachusetts
RT
1323
Rockland Trust
Massachusetts
HCP
1324
Hexagon Capital Partners
Arkansas
WT
1325
Washington Trust
Rhode Island