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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 %
TPCW
601
TD Private Client Wealth
New York
$1.12M -$108K -270 -9%
RIA
602
Regal Investment Advisors
Michigan
$1.12M -$5.59K -14 -0.5%
OC
603
Oppenheimer & Co
New York
$1.11M +$148K +370 +15%
WW
604
Waterfront Wealth
Kansas
$1.1M – – –
Luther King Capital Management (LKCM)
605
Luther King Capital Management (LKCM)
Texas
$1.09M -$79.8K -200 -7%
WFA
606
Websterrogers Financial Advisors
South Carolina
$1.08M – – –
GCP
607
GSA Capital Partners
United Kingdom
$1.08M -$663K -1,661 -38%
QI
608
Qtron Investments
Massachusetts
$1.07M +$571K +1,432 +114%
DWM
609
Diversify Wealth Management
Utah
$1.06M +$695K +1,985 +190%
JIC
610
Joel Isaacson & Co
New York
$1.05M +$167K +418 +19%
CWP
611
Curated Wealth Partners
California
$1.05M – – –
SRA
612
Secured Retirement Advisors
Minnesota
$1.05M +$1.05M +2,622 New
FFP
613
FourThought Financial Partners
Florida
$1.04M -$35.1K -88 -3%
TPWM
614
Twelve Points Wealth Management
Massachusetts
$1.03M +$26.3K +66 +3%
CWM
615
Connecticut Wealth Management
Connecticut
$1.03M -$12K -30 -1%
Kayne Anderson Rudnick Investment Management
616
Kayne Anderson Rudnick Investment Management
California
$1.03M -$113K -282 -10%
PAM
617
Panagora Asset Management
Massachusetts
$1.02M -$27.1K -68 -3%
HIC
618
Hartline Investment Corp
Illinois
$1.01M -$83K -208 -8%
Envestnet Portfolio Solutions
619
Envestnet Portfolio Solutions
Illinois
$1.01M -$2.45M -6,134 -71%
TIAA Trust, National Association
620
TIAA Trust, National Association
North Carolina
$1.01M -$111K -279 -10%
HA
621
Harbor Advisors
Florida
$998K – – –
GL
622
Graypoint LLC
New York
$996K +$398K +997 +67%
TSS
623
Two Sigma Securities
New York
$995K +$667K +1,671 +204%
CWM
624
Circle Wealth Management
New Jersey
$985K -$311K -780 -24%
AFG
625
Atomi Financial Group
New York
$985K +$260K +652 +36%
23 24
25
26 27