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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 %
ME
1151
McIlrath & Eck
Washington
$16.8K – – –
RFS
1152
Richardson Financial Services
Massachusetts
$16.4K -$17.6K -44 -52%
UCB
1153
United Community Bank
South Carolina
$16K +$16K +40 New
CA
1154
CoreCap Advisors
Michigan
$15.6K +$5.99K +15 +63%
WA
1155
Whipplewood Advisors
Colorado
$15.2K +$5.6K +24 +59%
GWSG
1156
GPS Wealth Strategies Group
Colorado
$15K – – –
CT
1157
Clearstead Trust
Maine
$14K +$14K +35 New
CPG
1158
Cornerstone Planning Group
New Jersey
$13.3K +$9.22K +25 +227%
CTWM
1159
Cherry Tree Wealth Management
Minnesota
$13.2K – – –
FFO
1160
Fortitude Family Office
Arizona
$12.8K – – –
CT
1161
Coastline Trust
Rhode Island
$12K – – –
QC
1162
Quent Capital
New York
$11.6K -$2.79K -7 -19%
FMP
1163
Financial Management Professionals
Texas
$11.2K -$5.99K -15 -35%
AWM
1164
Abound Wealth Management
Tennessee
$10.4K -$5.19K -13 -33%
AAG
1165
Armstrong Advisory Group
Massachusetts
$10.1K – – –
BAM
1166
Byrne Asset Management
New Jersey
$9.98K – – –
PSFG
1167
Park Square Financial Group
Georgia
$9.18K -$13.6K -34 -60%
SS
1168
Sunbelt Securities
Texas
$9.18K -$399 -1 -4%
GEA
1169
Glen Eagle Advisors
New Jersey
$9.18K – – –
PWA
1170
Physician Wealth Advisors
Utah
$8.8K – – –
BCMLT
1171
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.41K – – –
KPP
1172
Kings Path Partners
Texas
$8.38K – – –
SO
1173
Sierra Ocean
California
$8.38K – – –
DIP
1174
DT Investment Partners
Pennsylvania
$7.98K – – –
BWL
1175
Bogart Wealth LLC
Virginia
$7.58K +$7.58K +19 New
45 46
47
48 49