AON icon

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 %
SSB
1126
Sandy Spring Bank
Maryland
$34.7K – – –
HWA
1127
HHM Wealth Advisors
Tennessee
$32.7K +$11.6K +29 +55%
AIM
1128
Anchor Investment Management
South Carolina
$31.9K – – –
CAL
1129
Capital Advisors Ltd
Ohio
$31K -$2.42K -6 -7%
SCB
1130
Saudi Central Bank
Saudi Arabia
$30.7K +$30.7K +77 New
SWA
1131
SOA Wealth Advisors
New York
$27.9K – – –
FGAM
1132
Financial Gravity Asset Management
Texas
$27.5K +$27.5K +69 New
USB
1133
Union Savings Bank
Connecticut
$27.5K – – –
HFS
1134
Hughes Financial Services
Virginia
$23.9K +$23.9K +60 New
WTA
1135
Washington Trust Advisors
Massachusetts
$23.5K – – –
PB
1136
Pinnacle Bancorp
Nebraska
$23.1K – – –
NC
1137
NewSquare Capital
Pennsylvania
$23.1K +$21.2K +53 +1,060%
CFG
1138
CKW Financial Group
Hawaii
$23K +$23K +57 New
DJSG
1139
D.J. St. Germain
Massachusetts
$22.7K – – –
SIA
1140
Sit Investment Associates
Minnesota
$22K – – –
CT
1141
Colonial Trust
South Carolina
$21.6K +$8.4K +21 +64%
OAJ
1142
Ogorek Anthony Joseph
New York
$21K +$21K +53 New
RDFA
1143
Ritter Daniher Financial Advisory
Ohio
$20.8K – – –
WF
1144
Wayfinding Financial
Washington
$20K +$20K +51 New
AP
1145
Aspect Partners
Virginia
$19.2K +$1.2K +3 +7%
AF
1146
Atala Financial
California
$18.8K – – –
TIM
1147
Tortoise Investment Management
New York
$18.4K – – –
BONH
1148
Bank of New Hampshire
New Hampshire
$18K – – –
AWM
1149
Activest Wealth Management
Florida
$17.6K +$16.8K +42 +2,100%
VNA
1150
Valley National Advisers
Pennsylvania
$17K +$1.13K +3 +7%
44 45
46
47 48