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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 %
NPF
951
Norris Perne & French
Michigan
$271K -$79.8K -200 -23%
AGWCA
952
Annis Gardner Whiting Capital Advisors
Florida
$271K +$65.9K +165 +32%
HWA
953
HCR Wealth Advisors
California
$270K – – –
CFG
954
Carr Financial Group
Massachusetts
$270K – – –
MCCA
955
Mill Creek Capital Advisors
Pennsylvania
$269K +$34.7K +87 +15%
ADL
956
Asset Dedication LLC
California
$269K +$798 +2 +0.3%
BAAM
957
Baker Avenue Asset Management
California
$264K +$21.9K +55 +9%
HFS
958
Hopwood Financial Services
Virginia
$263K – – –
DWA
959
Dougherty Wealth Advisers
Minnesota
$263K – – –
KWM
960
Kingsview Wealth Management
Oregon
$263K +$5.58K +14 +2%
EL
961
Essex LLC
Illinois
$263K – – –
KMWM
962
Keudell/Morrison Wealth Management
Oregon
$263K +$263K +658 New
AAP
963
Arax Advisory Partners
Colorado
$262K +$51.1K +128 +24%
AGC
964
Aspen Grove Capital
Colorado
$261K – – –
RFG
965
REAP Financial Group
Texas
$261K +$798 +2 +0.3%
AA
966
Armis Advisers
Georgia
$261K +$798 +2 +0.3%
CFFP
967
Center for Financial Planning
Michigan
$261K – – –
SFS
968
Sowell Financial Services
Arkansas
$260K +$260K +652 New
UPS
969
UHLMANN PRICE SECURITIES
Illinois
$260K – – –
CIA
970
Concurrent Investment Advisors
Florida
$259K +$259K +650 New
GCM
971
Goldstream Capital Management
Hong Kong
$259K – – –
MAA
972
Matrix Asset Advisors
New York
$259K -$17.2K -43 -6%
CFGW
973
Chancellor Financial Group WB
Pennsylvania
$256K – – –
MAM
974
McLean Asset Management
Virginia
$255K +$4.68K +13 +2%
LA
975
Legacy Advisors
Pennsylvania
$253K +$18.8K +47 +8%
37 38
39
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