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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 %
SVCP
1101
Silicon Valley Capital Partners
California
$64K – – –
NRG
1102
Nemes Rush Group
Michigan
$61.7K +$398 +1 +0.6%
FUBT
1103
First United Bank & Trust
Maryland
$59.9K – – –
DI
1104
DAGCO Inc
Ohio
$59.9K +$59.9K +150 New
FMII
1105
Farmers & Merchants Investments Inc
Nebraska
$57.5K – – –
GIS
1106
Grayhawk Investment Strategies
Alberta, Canada
$56.7K – – –
FNWA
1107
Financial Network Wealth Advisors
Utah
$55.5K +$55.5K +139 New
BWAM
1108
Boyd Watterson Asset Management
Ohio
$55.1K – – –
CMP
1109
Coston McIsaac & Partners
Maine
$55K – – –
RA
1110
Rise Advisors
New York
$51.8K +$7.18K +18 +16%
Twin Tree Management
1111
Twin Tree Management
Texas
$51.5K +$51.5K +129 New
CWC
1112
Carolinas Wealth Consulting
North Carolina
$47.9K – – –
EWP
1113
Elevation Wealth Partners
California
$47.5K +$6.79K +17 +17%
PWMG
1114
Prestige Wealth Management Group
New Jersey
$46.3K -$3.99K -10 -8%
MAM
1115
Meeder Asset Management
Ohio
$44.7K +$23.5K +59 +111%
MWM
1116
Mascoma Wealth Management
New Hampshire
$44.3K – – –
GKIM
1117
GW&K Investment Management
Massachusetts
$44K +$2.38K +6 +6%
CWM
1118
Centricity Wealth Management
Ohio
$43.1K – – –
BIA
1119
Bell Investment Advisors
California
$42.7K +$1.2K +3 +3%
FFA
1120
Frazier Financial Advisors
Ohio
$42.3K – – –
C
1121
Covestor
United Kingdom
$42K +$1.2K +3 +3%
GC
1122
Garde Capital
Washington
$41.9K +$41.9K +105 New
ACM
1123
Accent Capital Management
Ohio
$40.3K +$40.3K +101 New
TFGT
1124
TS Financial Group (TSFG)
Illinois
$37K +$37K +92 New
MEG
1125
Millstone Evans Group
Colorado
$35.9K – – –
43 44
45
46 47