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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 %
MMCM
751
Murphy & Mullick Capital Management
New York
$571K – – –
EW
752
Elyxium Wealth
California
$571K +$571K +1,430 New
ACA
753
Aptus Capital Advisors
Alabama
$570K +$42.3K +106 +8%
RZH
754
Relyea Zuckerberg Hanson
Connecticut
$570K +$10.8K +27 +2%
SQA
755
Simon Quick Advisors
New Jersey
$569K +$159K +399 +39%
MMM
756
Mendel Money Management
Illinois
$562K +$120K +300 +27%
GIM
757
Grassi Investment Management
California
$559K – – –
IAA
758
Independent Advisor Alliance
North Carolina
$559K +$8.78K +22 +2%
ET
759
Entropy Technologies
New York
$557K +$557K +1,396 New
RI
760
Ridgewood Investments
New Jersey
$557K -$258K -646 -32%
WS
761
Wedbush Securities
California
$556K +$123K +307 +28%
GIM
762
Goelzer Investment Management
Indiana
$553K – – –
SB
763
SIG Brokerage
New York
$553K +$553K +1,385 New
FBFS
764
First Business Financial Services
Wisconsin
$552K -$99K -248 -15%
GWM
765
Geneos Wealth Management
Colorado
$549K +$377K +945 +220%
CFO
766
Callan Family Office
Pennsylvania
$547K -$15.6K -39 -3%
PWA
767
Prairie Wealth Advisors
Nebraska
$545K – – –
WPW
768
Waldron Private Wealth
Pennsylvania
$544K -$841K -2,106 -61%
AWA
769
Amplius Wealth Advisors
Pennsylvania
$540K +$18.8K +47 +4%
SWM
770
SeaCrest Wealth Management
New York
$540K -$16.8K -42 -3%
NAMP
771
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$539K – – –
NOI
772
Newton One Investments
Delaware
$533K – – –
NSIM
773
North Star Investment Management
Illinois
$533K -$12K -30 -2%
CGL
774
Clarius Group LLC
Washington
$529K -$4.79K -12 -0.9%
MFA
775
Mayflower Financial Advisors
Massachusetts
$518K -$2K -5 -0.4%
29 30
31
32 33