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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 %
IA
801
IFC Advisors
California
$466K -$46.7K -117 -9%
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$465K +$451K +1,129 +3,051%
VWA
803
VSM Wealth Advisory
Maryland
$461K +$461K +1,155 New
OBGC
804
O'Brien Greene & Co
Pennsylvania
$459K – – –
SOW
805
State of Wyoming
Wyoming
$458K -$67.8K -170 -13%
NWA
806
New World Advisors
Massachusetts
$453K +$453K +1,135 New
BL
807
BFSG LLC
California
$452K – – –
TFS
808
Thoroughbred Financial Services
Tennessee
$452K – – –
SPA
809
Sherbrooke Park Advisers
New York
$451K +$451K +1,129 New
IWA
810
Inspirion Wealth Advisors
Illinois
$450K -$39.9K -100 -8%
AC
811
Annandale Capital
Texas
$448K – – –
FL
812
FreeGulliver LLC
Louisiana
$446K +$2K +5 +0.4%
WCG
813
Weaver Consulting Group
California
$445K – – –
TTWM
814
TCV Trust & Wealth Management
Virginia
$445K – – –
CAG
815
Csenge Advisory Group
Florida
$441K -$65.8K -179 -13%
NL
816
NWAM LLC
Washington
$441K +$1.6K +4 +0.4%
SCA
817
Sandy Cove Advisors
Massachusetts
$437K +$35.9K +90 +9%
PCP
818
Proficio Capital Partners
Massachusetts
$431K -$3.19K -8 -0.7%
HCM
819
Howard Capital Management
Georgia
$431K -$66.6K -167 -13%
PWPS
820
Pinnacle Wealth Planning Services
Ohio
$422K +$12.8K +32 +3%
DIM
821
Delta Investment Management
California
$420K – – –
SPC
822
Spirepoint Private Client
Florida
$420K – – –
NDSI
823
Newman Dignan & Sheerar Inc
Rhode Island
$419K – – –
GWM
824
Gitterman Wealth Management
New Jersey
$416K -$396K -993 -49%
EI
825
Ellevest Inc
New York
$415K +$51.9K +130 +14%
31 32
33
34 35