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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 %
WPA
851
West Paces Advisors
Georgia
$383K -$370K -926 -49%
Empower Advisory Group
852
Empower Advisory Group
Colorado
$380K -$7.98K -20 -2%
KP
853
Keel Point
Alabama
$378K +$66.7K +167 +21%
CFG
854
Cooper Financial Group
California
$377K +$18.8K +47 +5%
CIA
855
Choate Investment Advisors
Massachusetts
$377K +$12K +30 +3%
FT
856
Fiduciary Trust
Massachusetts
$376K +$798 +2 +0.2%
WWC
857
Waypoint Wealth Counsel
Georgia
$374K +$1.2K +3 +0.3%
RPGK
858
Retirement Planning Group (Kansas)
Kansas
$373K +$16.8K +42 +5%
DFCM
859
Dark Forest Capital Management
Puerto Rico
$373K +$373K +934 New
CWG
860
Cornerstone Wealth Group
North Carolina
$372K +$17.6K +44 +5%
ATC
861
Argent Trust Co
Tennessee
$369K – – –
CPIG
862
Chicago Partners Investment Group
Illinois
$369K +$40.6K +113 +12%
EWA
863
EverSource Wealth Advisors
Alabama
$367K +$95K +238 +35%
ST
864
Sabal Trust
Florida
$367K – – –
PTB
865
Pioneer Trust Bank
Oregon
$367K – – –
CCA
866
Cobblestone Capital Advisors
New York
$365K -$14.4K -36 -4%
TAM
867
Todd Asset Management
Kentucky
$365K -$2.79K -7 -0.8%
TCOO
868
Trust Company of Oklahoma
Oklahoma
$364K -$49.9K -125 -12%
IB
869
Intrust Bank
Kansas
$363K +$51.5K +129 +17%
CP
870
Castleview Partners
Texas
$363K +$363K +909 New
OWP
871
ORG Wealth Partners
Texas
$362K +$362K +908 New
TWM
872
Tanager Wealth Management
United Kingdom
$361K +$10.4K +26 +3%
IAN
873
Integrated Advisors Network
Texas
$361K +$90.2K +226 +33%
EH
874
Equitable Holdings
New York
$360K -$24.7K -62 -6%
BWM
875
BlackDiamond Wealth Management
New York
$360K -$6.38K -18 -2%
33 34
35
36 37