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Aon
AON

Overview Fund Activity

1,253 hedge funds and large institutions have $76.2B invested in Aon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 463 increasing their positions, 392 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+78
Holders Change %
+6.64%
% of All Funds
17.02%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
0.58%
New
169
Increased
463
Reduced
392
Closed
69
Calls
$761M
Puts
$436M
Net Calls
+$325M
Net Calls Change
-$27.4M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$913M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$491M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$187M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$185M
5
UBS Group
UBS Group
Switzerland
+$166M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$712M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$543M
3
MG
Meritage Group
California
-$358M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$343M
5
SGA
Sustainable Growth Advisers
Connecticut
-$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
351
Atria Investments
North Carolina
$5.63M +$3.48M +8,726 +162%
PAI
352
Pittenger & Anderson Inc
Nebraska
$5.51M -$539K -1,350 -9%
BCM
353
Buckhead Capital Management
Georgia
$5.51M +$51.5K +129 +0.9%
CPA
354
Capital Planning Advisors
California
$5.42M -$14.4K -36 -0.3%
CA
355
Clearstead Advisors
Ohio
$5.37M +$1.12M +2,803 +26%
KRS
356
Kentucky Retirement Systems
Kentucky
$5.35M -$608K -1,523 -10%
JRP
357
Jasper Ridge Partners
California
$5.34M – – –
SFA
358
Sequoia Financial Advisors
Ohio
$5.3M +$82.6K +207 +2%
MML Investors Services
359
MML Investors Services
Massachusetts
$5.03M +$58.3K +146 +1%
MWM
360
Modera Wealth Management
New Jersey
$5.01M +$101K +253 +2%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$4.91M -$4.79K -12 -0.1%
Osaic Holdings
362
Osaic Holdings
Arizona
$4.9M -$5.52M -13,834 -53%
CA
363
Cornerstone Advisors
North Carolina
$4.87M – – –
WB
364
WesBanco Bank
West Virginia
$4.77M +$12.4K +31 +0.3%
SLG
365
Stanley-Laman Group
Pennsylvania
$4.72M -$205K -514 -4%
PP
366
Prudential plc
United Kingdom
$4.71M +$1.77M +4,428 +60%
YAM
367
Yacktman Asset Management
Texas
$4.66M – – –
AAM
368
AR Asset Management
California
$4.64M – – –
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$4.63M – – –
AP
370
Arlington Partners
Alabama
$4.59M -$295K -739 -6%
SC
371
Savant Capital
Illinois
$4.58M +$193K +483 +4%
AWM
372
Accurate Wealth Management
Florida
$4.58M -$16.2K -43 -0.4%
NRI
373
NFP Retirement Inc
California
$4.58M -$146K -365 -3%
NA
374
NewEdge Advisors
Louisiana
$4.57M -$245K -613 -5%
SAM
375
Securian Asset Management
Minnesota
$4.55M -$79.8K -200 -2%
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15
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