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1,251 hedge funds and large institutions have $60.6B invested in Aon in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 479 increasing their positions, 414 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $97.2M | Put options by funds: $68.9M

16% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 414

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

0.31% less ownership

Funds ownership: 87.87%87.56% (-0.31%)

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2791,251 (-28)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$5.99B)

Holders
1,251
Holders Change
-28
Holders Change %
-2.19%
% of All Funds
15.41%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.36%
New
139
Increased
479
Reduced
414
Closed
145
Calls
$97.2M
Puts
$68.9M
Net Calls
+$28.3M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
526
Argent Trust Co
Tennessee
$1.51M +$1.23M +3,710 +382%
CNC
527
Canandaigua National Corp
New York
$1.5M +$1.55M +4,659 New
WW
528
Waterfront Wealth
Kansas
$1.5M +$297K +895 +24%
DWM
529
Diversify Wealth Management
Utah
$1.49M +$919K +2,765 +148%
SC
530
Syon Capital
California
$1.48M +$31.6K +95 +2%
PFBT
531
Parkside Financial Bank & Trust
Missouri
$1.46M -$25.9K -78 -2%
VPI
532
Value Partners Investments
Manitoba, Canada
$1.46M +$168K +506 +13%
RBA
533
Richard Bernstein Advisors
New York
$1.43M +$1.47M +4,425 New
ECM
534
Everence Capital Management
Indiana
$1.42M -$341K -1,027 -19%
EFSCE
535
Enterprise Financial Services Corp (EFSC)
Missouri
$1.42M -$46.2K -139 -3%
NAMI
536
Nomura Asset Management International
Pennsylvania
$1.4M +$191K +574 +15%
ATPW
537
Ashton Thomas Private Wealth
Arizona
$1.4M +$1.01M +3,028 +231%
AWA
538
Arkadios Wealth Advisors
Georgia
$1.4M +$31.2K +94 +2%
GCM
539
Greenland Capital Management
New York
$1.4M -$125K -375 -8%
BCV
540
Banque Cantonale Vaudoise
Switzerland
$1.39M +$845K +2,543 +143%
BFO
541
Biltmore Family Office
North Carolina
$1.37M -$4.09M -12,320 -74%
PWAM
542
Private Wealth Asset Management
Iowa
$1.37M -$665 -2 -0%
NG
543
Norden Group
Utah
$1.36M +$89.7K +270 +7%
AAM
544
Auxier Asset Management
Oregon
$1.36M +$83.1K +250 +6%
CI
545
CX Institutional
Indiana
$1.33M -$67.1K -202 -5%
CIM
546
Cambria Investment Management
California
$1.33M -$105K -315 -7%
MWM
547
Mission Wealth Management
California
$1.33M +$73.1K +220 +6%
MCM
548
Mattern Capital Management
Colorado
$1.33M +$47.2K +142 +4%
ETC
549
Exchange Traded Concepts
Oklahoma
$1.33M +$294K +885 +27%
PWG
550
Portside Wealth Group
Utah
$1.32M -$983K -2,959 -42%