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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 %
WA
726
Waverly Advisors
Alabama
$647K +$48.7K +122 +8%
SLA
727
Silver Lake Advisory
Utah
$647K -$799K -2,001 -55%
WFA
728
Wellspring Financial Advisors
Ohio
$642K +$123K +307 +24%
KWM
729
KFG Wealth Management
Indiana
$636K +$1.6K +4 +0.3%
TCBWMS
730
Texas Capital Bank Wealth Management Services
Texas
$635K +$635K +1,592 New
SAM
731
Smartleaf Asset Management
Massachusetts
$633K +$67.9K +172 +12%
TSW
732
Three Seasons Wealth
Utah
$632K +$632K +1,583 New
FB
733
Fulton Bank
Pennsylvania
$631K +$3.59K +9 +0.6%
GHAM
734
Gilman Hill Asset Management
Connecticut
$630K – – –
PFP
735
Pinnacle Financial Partners
Tennessee
$625K +$33.5K +84 +6%
CA
736
Crane Advisory
California
$624K – – –
SWA
737
Stratos Wealth Advisors
Ohio
$611K -$11.6K -29 -2%
SW
738
SVB Wealth
Massachusetts
$602K -$27.5K -69 -4%
MW
739
MBL Wealth
North Carolina
$600K +$12.4K +31 +2%
SMA
740
Sage Mountain Advisors
Georgia
$599K -$40.3K -101 -6%
GCC
741
Game Creek Capital
Massachusetts
$599K – – –
CCA
742
Conservest Capital Advisors
Pennsylvania
$598K +$25.1K +63 +4%
OFG
743
OmniStar Financial Group
North Carolina
$597K +$597K +1,495 New
AWA
744
Arete Wealth Advisors
Illinois
$595K +$3.99K +10 +0.7%
WFI
745
West Family Investments
California
$585K – – –
IA
746
IFG Advisors
Missouri
$585K – – –
1C
747
111 Capital
France
$582K +$582K +1,458 New
NRS
748
Neville Rodie & Shaw
New York
$581K +$2.79K +7 +0.5%
PCA
749
Pallas Capital Advisors
Massachusetts
$580K +$580K +1,454 New
FPCP
750
Fort Point Capital Partners
California
$577K -$9.18K -23 -2%
28 29
30
31 32