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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 %
SW
676
Simplicity Wealth
New Jersey
$784K +$525K +1,316 +203%
COI
677
Connable Office Inc
Michigan
$772K -$37.1K -93 -5%
WPC
678
Wedmont Private Capital
Pennsylvania
$770K +$67.4K +179 +10%
BIG
679
Brooklyn Investment Group
New York
$766K +$123K +309 +19%
CIA
680
Capital Investment Advisors
Georgia
$765K +$36.7K +92 +5%
GI
681
GAMMA Investing
California
$762K +$224K +562 +42%
CCA
682
Catalyst Capital Advisors
New York
$761K +$616K +1,544 +425%
RW
683
Rede Wealth
Virginia
$757K – – –
PMFA
684
Plante Moran Financial Advisors
Michigan
$756K – – –
HH
685
Hilltop Holdings
Texas
$754K +$259K +649 +52%
DAS
686
Diversify Advisory Services
Utah
$753K +$472K +1,349 +168%
SIA
687
SkyView Investment Advisors
New Jersey
$752K +$34.7K +87 +5%
PCIA
688
Prime Capital Investment Advisors
Kansas
$742K +$100K +251 +16%
PWM
689
Perigon Wealth Management
California
$738K +$30.3K +76 +4%
BC
690
Barrett & Company
Rhode Island
$736K – – –
UB
691
UMB Bank
Missouri
$731K +$4.39K +11 +0.6%
P
692
Pitcairn
Pennsylvania
$729K -$37.9K -95 -5%
CT
693
Chicago Trust
Illinois
$720K -$102K -255 -12%
WTC
694
WhitTier Trust Company
Nevada
$712K – – –
WIA
695
Wealthedge Investment Advisors
New York
$705K -$4.39K -11 -0.6%
OWCM
696
One Wealth Capital Management
Arizona
$704K +$704K +1,764 New
LW
697
Linscomb Wealth
Texas
$703K +$82.2K +206 +13%
TA
698
Townsend & Associates
Colorado
$703K – – –
VC
699
Vestor Capital
Illinois
$702K -$2K -5 -0.3%
TNB
700
Thomasville National Bank
Georgia
$699K +$212K +530 +43%
26 27
28
29 30