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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 %
LI
1001
LRI Investments
Florida
$238K +$49.9K +125 +26%
SIM
1002
Sentry Investment Management
Wisconsin
$238K -$495K -1,356 -68%
S
1003
Sunpointe
Missouri
$238K -$399 -1 -0.2%
TWA
1004
TCI Wealth Advisors
Arizona
$236K +$4.79K +12 +2%
ACC
1005
Acorn Creek Capital
Colorado
$236K +$2.39K +6 +1%
FAIM
1006
Financial Advocates Investment Management
Washington
$235K +$5.59K +14 +2%
CH
1007
Cromwell Holdings
Wyoming
$235K – – –
MW
1008
Marcum Wealth
Ohio
$234K +$7.98K +20 +4%
MM
1009
MQS Management
New York
$234K +$234K +586 New
QWP
1010
Quotient Wealth Partners
Texas
$232K +$232K +582 New
AWM
1011
AE Wealth Management
Kansas
$232K -$82.3K -206 -26%
OQS
1012
Occudo Quantitative Strategies
Florida
$232K +$232K +587 New
DOA
1013
D'Orazio & Associates
Virginia
$231K +$2K +5 +0.9%
BAM
1014
Bosun Asset Management
Illinois
$231K – – –
GSF
1015
Grove Street Fiduciary
New Hampshire
$230K – – –
CTA
1016
Colonial Trust Advisors
South Carolina
$229K – – –
OL
1017
OneFund LLC
Florida
$229K – – –
PFS
1018
Prospera Financial Services
Texas
$229K +$229K +573 New
VF
1019
Vest Financial
Virginia
$227K +$227K +570 New
SP
1020
Stonebrook Private
Michigan
$226K +$226K +567 New
IWM
1021
IHT Wealth Management
Illinois
$226K -$2.35K -6 -1%
CWA
1022
Carolina Wealth Advisors
South Carolina
$222K – – –
GM
1023
GeoWealth Management
Illinois
$222K -$164K -410 -42%
TWP
1024
Tyche Wealth Partners
Texas
$222K +$222K +555 New
GWM
1025
GK Wealth Management
Nevada
$221K +$221K +555 New
39 40
41
42 43