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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 %
BHC
826
Bowen Hanes & Co
Florida
$413K – – –
FA
827
FDx Advisors
Illinois
$412K -$22K -55 -5%
MLFP
828
MPS Loria Financial Planners
Illinois
$411K – – –
APG
829
Abacus Planning Group
South Carolina
$411K +$4.79K +12 +1%
FC
830
Forte Capital
New York
$410K -$24.3K -61 -6%
BCM
831
Brookstone Capital Management
Illinois
$407K +$41.1K +103 +11%
AA
832
Alta Advisers
United Kingdom
$403K +$120K +300 +42%
EWM
833
Empirical Wealth Management
Washington
$402K +$134K +335 +50%
OIA
834
Optimum Investment Advisors
Illinois
$399K – – –
WC
835
Wexford Capital
Florida
$399K – – –
FNBTCON
836
First National Bank & Trust Co of Newtown
Pennsylvania
$399K +$399K +1,000 New
QL
837
Quarry LP
New York
$399K +$399K +999 New
FFM
838
Forum Financial Management
Illinois
$395K +$16K +40 +4%
WA
839
Wealthstream Advisors
New York
$395K -$7.58K -19 -2%
IC
840
Iconiq Capital
California
$394K +$80.6K +202 +26%
LSA
841
Lansing Street Advisors
Pennsylvania
$392K +$99.4K +249 +34%
CP
842
Creekside Partners
California
$392K – – –
ECM
843
Evergreen Capital Management
Washington
$391K +$20.4K +51 +5%
CPSAC
844
Chas P. Smith & Associates (CPS)
Florida
$391K +$5.59K +14 +1%
CNBOF
845
City National Bank of Florida
Florida
$387K +$112K +280 +41%
SMC
846
Smith, Moore & Co
Missouri
$386K – – –
JWA
847
JFS Wealth Advisors
Pennsylvania
$386K -$23.1K -58 -6%
LFA
848
Legacy Financial Advisors
Kentucky
$386K +$18K +45 +5%
PP
849
PDS Planning
Ohio
$385K +$45.1K +113 +13%
Federated Hermes
850
Federated Hermes
Pennsylvania
$383K -$7.09M -17,760 -95%
32 33
34
35 36