AON PLC (AON) — Hedge Fund Ownership Q4 2025
AON
- AON PLC (AON) is held by 11 of 81 tracked hedge funds, with Weitz Investment Management (5%) and First Pacific Advisors (3%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in AON holdings came from Dodge & Cox (+127%) and Cantillon Capital Management (+1%), highlighting conviction.
- The biggest decreases in AON holdings came from Polen Capital Management (-26%) and Viking Global Investors (-45%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to AON PLC (AON) by +19% vs the prior quarter and +6% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Weitz Investment Management Wallace Weitz
|
4.58% | 219K | +2.48% | -16.18% | $77.2M | $352.88 | — |
| 2 |
First Pacific Advisors Steven Romick
|
3.05% | 657K | +0.32% | -9.88% | $231.7M | $352.88 | — |
| 3 |
Polen Capital Management
|
2.78% | 1.8M | -25.86% | +156.67% | $651.5M | $352.88 | — |
| 4 |
Cantillon Capital Management William von Mueffling
|
2.37% | 1.2M | +0.75% | -6.06% | $438.6M | $352.88 | — |
| 5 |
Dodge & Cox
|
1.50% | 7.9M | +126.64% | — | $2.77B | $352.88 | — |
| 6 |
Viking Global Investors Andreas Halvorsen
|
0.73% | 784K | -44.60% | +8.79% | $276.5M | $352.88 | — |
| 7 |
Berkshire Hathaway
|
0.46% | 3.6M | -12.12% | -12.12% | $1.27B | $352.88 | — |
| 8 |
Markel Group Tom Gayner
|
0.38% | 134K | +3.27% | +6.22% | $47.3M | $352.88 | — |
| 9 |
Yacktman Asset Management Donald Yacktman
|
0.06% | 13K | — | +10.67% | $4.6M | $352.88 | — |
| 10 |
Jensen Investment Management
|
0.06% | 11K | +4.98% | +20.08% | $3.7M | $352.88 | — |
| 11 |
Matrix Asset Advisors David Katz
|
0.02% | 648 | — | -6.22% | $228,666 | $352.88 | — |
| 11 | Total | — | 16.4M | +19.22% | +6.37% | $5.77B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.