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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 %
RS
1226
Rakuten Securities
Japan
$1.6K +$1.2K +3 +300%
BHWM
1227
Bay Harbor Wealth Management
Maryland
$1.6K +$1.6K +4 New
MSWA
1228
Marshall & Sterling Wealth Advisors
New York
$1.6K +$1.6K +4 New
DWM
1229
Dogwood Wealth Management
Kansas
$1.6K +$1.6K +4 New
BI
1230
Binnacle Investments
Iowa
$1.6K +$1.6K +4 New
PWA
1231
Provenance Wealth Advisors
Florida
$1.2K – – –
CIM
1232
Contravisory Investment Management
Massachusetts
$1.2K – – –
CYG
1233
Clean Yield Group
Vermont
$1.2K – – –
JFG
1234
JDM Financial Group
Texas
$1.2K – – –
PCTC
1235
Perkins Coie Trust Company
Washington
$1.2K +$1.2K +3 New
PS
1236
PayPay Securities
Japan
$1.07K -$3.22K -6 -75%
SFA
1237
Semmax Financial Advisors
North Carolina
$1.06K +$1.06K +3 New
RAM
1238
Riggs Asset Management
Pennsylvania
$799 – – –
ACA
1239
American Capital Advisory
Idaho
$799 +$799 +2 New
CA
1240
Continuum Advisory
Idaho
$798 -$798 -2 -50%
PWM
1241
Parkworth Wealth Management
California
$798 – – –
CAWM
1242
Capital A Wealth Management
Pennsylvania
$798 – – –
SFG
1243
Stonebridge Financial Group
Pennsylvania
$798 +$798 +2 New
PEAK6
1244
PEAK6
Illinois
$722 +$722 +2 New
Q1WB
1245
Quest 10 Wealth Builders
Virginia
$455 -$5.46K -12 -92%
TCM
1246
Tradewinds Capital Management
Washington
$400 – – –
HIA
1247
HFM Investment Advisors
New Jersey
$400 +$400 +1 New
RWM
1248
Rialto Wealth Management
New York
$400 +$400 +1 New
HC
1249
Hara Capital
Washington
$399 -$399 -1 -50%
BLC
1250
Brown, Lisle/Cummings
Rhode Island
$399 +$399 +1 New
48 49
50
51 52