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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 %
PCH
1026
PGIM Custom Harvest
New Jersey
$221K +$221K +553 New
AWM
1027
Aprio Wealth Management
Georgia
$220K +$220K +551 New
FSA
1028
Fort Sheridan Advisors
Illinois
$220K +$220K +550 New
HNW
1029
High Note Wealth
Minnesota
$219K +$3.59K +9 +2%
EFM
1030
E Fund Management
China
$218K +$218K +546 New
FFN
1031
Focus Financial Network
Minnesota
$218K +$218K +546 New
CA
1032
Cornerstone Advisory
Maryland
$216K -$12.9K -36 -6%
MA
1033
Mutual Advisors
Nebraska
$215K +$215K +641 New
KWA
1034
Kingswood Wealth Advisors
California
$215K +$215K +539 New
BTWM
1035
Baker Tilly Wealth Management
Wisconsin
$214K +$214K +537 New
JCM
1036
Jacobi Capital Management
Pennsylvania
$214K +$214K +536 New
AW
1037
Alteri Wealth
California
$214K -$47.1K -118 -18%
SIC
1038
SFE Investment Counsel
California
$212K +$212K +530 New
CA
1039
Cache Advisors
California
$211K +$211K +529 New
HCM
1040
Highview Capital Management
Illinois
$209K +$209K +524 New
CWM
1041
Chemistry Wealth Management
New York
$209K +$209K +524 New
EFL
1042
ERn Financial LLC
Wisconsin
$209K +$209K +523 New
PFM
1043
Peak Financial Management
Massachusetts
$208K +$208K +521 New
AAS
1044
Annex Advisory Services
Wisconsin
$206K +$206K +517 New
BWP
1045
Balboa Wealth Partners
Arizona
$206K +$206K +517 New
CHP
1046
Cable Hill Partners
Oregon
$205K – – –
FHA
1047
First Horizon Advisors
Tennessee
$205K +$4.39K +11 +2%
AAM
1048
Advisors Asset Management
Colorado
$204K -$237K -594 -54%
CC
1049
Cultivar Capital
Texas
$203K +$203K +509 New
MNBTD
1050
Moody National Bank Trust Division
Texas
$203K +$203K +509 New
40 41
42
43 44