1,244 hedge funds and large institutions have $60.6B invested in Aon in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 478 increasing their positions, 410 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2751,244 (-31)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$6B)

Holders
1,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.2M
Puts
$68.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
526
Diversify Wealth Management
Utah
$1.49M
SC
527
Syon Capital
California
$1.48M
PFBT
528
Parkside Financial Bank & Trust
Missouri
$1.46M
VPI
529
Value Partners Investments
Manitoba, Canada
$1.46M
RBA
530
Richard Bernstein Advisors
New York
$1.43M
ECM
531
Everence Capital Management
Indiana
$1.42M
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$1.42M
NAMI
533
Nomura Asset Management International
Pennsylvania
$1.4M
ATPW
534
Ashton Thomas Private Wealth
Arizona
$1.4M
AWA
535
Arkadios Wealth Advisors
Georgia
$1.4M
GCM
536
Greenland Capital Management
New York
$1.4M
BCV
537
Banque Cantonale Vaudoise
Switzerland
$1.39M
BFO
538
Biltmore Family Office
North Carolina
$1.37M
PWAM
539
Private Wealth Asset Management
Iowa
$1.37M
NG
540
Norden Group
Utah
$1.36M
AAM
541
Auxier Asset Management
Oregon
$1.36M
CI
542
CX Institutional
Indiana
$1.33M
CIM
543
Cambria Investment Management
California
$1.33M
MWM
544
Mission Wealth Management
California
$1.33M
MCM
545
Mattern Capital Management
Colorado
$1.33M
ETC
546
Exchange Traded Concepts
Oklahoma
$1.33M
PWG
547
Portside Wealth Group
Utah
$1.32M
CTA
548
Chesley Taft & Associates
Illinois
$1.31M
AI
549
Accredited Investors
Minnesota
$1.31M
WIA
550
Wealthedge Investment Advisors
New York
$1.31M