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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 %
TAM
626
Trust Asset Management
Texas
$985K +$46.7K +117 +5%
PS
627
Principal Securities
Iowa
$983K – – –
CP
628
Covenant Partners
Tennessee
$979K – – –
MGIA
629
Moneta Group Investment Advisors
Missouri
$965K -$4.79K -12 -0.5%
LWP
630
LeClair Wealth Partners
Ohio
$950K – – –
Los Angeles Capital Management
631
Los Angeles Capital Management
California
$945K -$2.07M -5,189 -69%
VPI
632
Value Partners Investments
Manitoba, Canada
$937K -$249K -623 -21%
SPIA
633
Steward Partners Investment Advisory
New York
$937K +$216K +540 +30%
BSB
634
Bangor Savings Bank
Maine
$931K -$20K -50 -2%
DADC
635
D.A. Davidson & Co
Montana
$929K +$39.5K +99 +4%
PPA
636
Painted Porch Advisors
California
$928K – – –
RWMG
637
Redwood Wealth Management Group
New Jersey
$925K -$120K -301 -11%
BHPW
638
Beverly Hills Private Wealth
California
$916K -$92.2K -231 -9%
PC
639
Permanens Capital
New York
$910K -$127K -317 -12%
HFO
640
Heritage Family Offices
Arizona
$907K -$271K -678 -23%
VFA
641
Valeo Financial Advisors
Indiana
$903K +$40.3K +101 +5%
SAG
642
SageView Advisory Group
California
$896K -$23.9K -60 -3%
AWM
643
Apollon Wealth Management
South Carolina
$892K +$63.5K +159 +8%
RS
644
R Squared
Hong Kong
$890K +$842K +2,110 +1,758%
VSQM
645
V-Square Quantitative Management
Illinois
$887K -$46.3K -116 -5%
PA
646
Parallel Advisors
California
$879K -$7.58K -19 -0.9%
AWS
647
Atria Wealth Solutions
New York
$879K +$255K +640 +41%
AF
648
Aviso Financial
Ontario, Canada
$876K -$92.6K -232 -10%
RWM
649
Ritholtz Wealth Management
New York
$873K +$168K +420 +24%
SRL
650
Scientech Research LLC
New Jersey
$868K +$868K +2,176 New
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