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 %
NMG
1201
New Millennium Group
Utah
$3.59K – – –
WCM
1202
WealthTrak Capital Management
Virginia
$3.59K +$1.6K +4 +80%
WPA
1203
Wealth Preservation Advisors
Tennessee
$3.59K +$3.59K +9 New
TFM
1204
TFC Financial Management
Massachusetts
$3.2K – – –
BC
1205
Bayforest Capital
United Kingdom
$3.19K -$48.7K -122 -94%
CTB
1206
Country Trust Bank
Illinois
$3.19K – – –
SIC
1207
SJS Investment Consulting
Ohio
$3.19K +$399 +1 +14%
TWD
1208
True Wealth Design
Ohio
$3.17K +$2.38K +6 +300%
HWM
1209
HighMark Wealth Management
Minnesota
$2.83K -$809 -2 -22%
MAS
1210
MPWM Advisory Solutions
Georgia
$2.79K – – –
CAC
1211
Core Alternative Capital
Georgia
$2.79K – – –
WIM
1212
Westside Investment Management
California
$2.79K – – –
PWA
1213
Principia Wealth Advisory
Texas
$2.61K +$747 +2 +40%
TCM
1214
TD Capital Management
Tennessee
$2.4K – – –
NL
1215
NVWM LLC
Pennsylvania
$2.4K +$399 +1 +20%
WA
1216
WestEnd Advisors
North Carolina
$2.4K +$1.6K +4 +200%
BFS
1217
Bare Financial Services
Pennsylvania
$2.4K +$2.4K +6 New
OP
1218
ORG Partners
Indiana
$2.39K -$84.9K -213 -97%
RPA
1219
Redwood Park Advisors
California
$2K – – –
DF
1220
DecisionPoint Financial
Arizona
$2K – – –
FCAS
1221
First Command Advisory Services
Texas
$2K +$2K +5 New
CIAS
1222
CBIZ Investment Advisory Services
Ohio
$2K +$2K +5 New
PP
1223
Pacifica Partners
Canada
$1.97K +$1.97K +5 New
WWM
1224
Wolff Wiese Magana
California
$1.6K – – –
RCM
1225
Raleigh Capital Management
North Carolina
$1.6K -$30.3K -76 -95%
47 48
49
50 51