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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 %
GWMIA
926
Global Wealth Management Investment Advisory
Florida
$302K – – –
ASN
927
Advisory Services Network
Georgia
$302K +$302K +756 New
GPA
928
Garrison Point Advisors
California
$301K – – –
CNB
929
Camden National Bank
Maine
$298K +$13.2K +33 +5%
OWA
930
One Wealth Advisors
California
$298K +$3.59K +9 +1%
PIM
931
Penobscot Investment Management
Massachusetts
$297K – – –
NCM
932
New Capital Management
Texas
$296K – – –
LGW
933
Leslie Global Wealth
Illinois
$296K +$1.6K +4 +0.5%
GAG
934
Goodman Advisory Group
Massachusetts
$294K +$294K +736 New
TNA
935
True North Advisors
Texas
$292K – – –
VVP
936
Venture Visionary Partners
Ohio
$291K +$399 +1 +0.1%
NWAG
937
Net Worth Advisory Group
Utah
$290K -$12.8K -32 -4%
ABWM
938
Alpine Bank Wealth Management
Colorado
$289K +$289K +725 New
SF
939
Summit Financial
New Jersey
$289K +$27.5K +69 +11%
AC
940
Apella Capital
Connecticut
$288K +$288K +770 New
RWA
941
River Wealth Advisors
Pennsylvania
$287K -$3.19K -8 -1%
CIS
942
Custom Index Systems
New York
$285K +$285K +715 New
BL
943
Balentine LLC
Georgia
$285K +$285K +713 New
CG
944
Clifford Group
Massachusetts
$283K – – –
RWP
945
RWA Wealth Partners
Massachusetts
$281K +$3.99K +10 +1%
GPW
946
Genesis Private Wealth
Virginia
$279K -$33.9K -85 -11%
AFT
947
Alpha Family Trust
California
$275K – – –
GGA
948
Granite Group Advisors
Connecticut
$275K – – –
NC
949
NovaPoint Capital
Georgia
$273K – – –
FFA
950
Fragasso Financial Advisors
Pennsylvania
$272K +$7.18K +18 +3%
36 37
38
39 40