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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 %
FCM
776
Fortis Capital Management
Washington
$515K -$4.92M -12,329 -91%
VWA
777
Visionary Wealth Advisors
Illinois
$511K +$5.99K +15 +1%
EP
778
Edgestream Partners
New Jersey
$508K -$3.33M -8,350 -87%
CPA
779
Cardiff Park Advisors
California
$505K – – –
FFA
780
Farther Finance Advisors
California
$505K +$104K +261 +26%
RFN
781
RDA Financial Network
Iowa
$503K +$3.99K +10 +0.8%
PL
782
Perpetual Ltd
Australia
$503K +$21.2K +53 +4%
AWA
783
Aaron Wealth Advisors
Illinois
$500K +$39.9K +100 +9%
CTC
784
Central Trust Company
Missouri
$495K +$55.1K +138 +13%
WI
785
WrapManager Inc
California
$495K +$231K +579 +88%
BFS
786
Bradley Foster & Sargent
Connecticut
$494K -$3.19K -8 -0.6%
KPWS
787
Kestra Private Wealth Services
Texas
$494K -$29.5K -74 -6%
ATPW
788
Ashton Thomas Private Wealth
Arizona
$490K -$21.2K -53 -4%
DMBA
789
Deseret Mutual Benefit Administrators
Utah
$490K +$19.2K +48 +4%
FWM
790
Focused Wealth Management
New York
$484K – – –
SCM
791
Shelton Capital Management
Colorado
$483K -$7.98K -20 -2%
SIG
792
Sargent Investment Group
Maryland
$483K +$63.1K +158 +15%
HIIFS
793
Harel Insurance Investments & Financial Services
Israel
$481K +$151K +378 +46%
JWCA
794
J.W. Cole Advisors
Florida
$481K +$85K +213 +21%
SFC
795
SYM Financial Corp
Indiana
$480K +$3.19K +8 +0.7%
CFP
796
Catalyst Financial Partners
Massachusetts
$479K +$12K +30 +3%
HA
797
HC Advisors
Georgia
$479K – – –
SC
798
Sapient Capital
Indiana
$474K -$16.8K -42 -3%
FNBT
799
FineMark National Bank & Trust
Florida
$467K -$9.98K -25 -2%
EFS
800
Essex Financial Services
Connecticut
$467K -$4.39K -11 -0.9%
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