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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
CTA
551
Chesley Taft & Associates
Illinois
$1.31M -$1.66K -5 -0.1%
AI
552
Accredited Investors
Minnesota
$1.31M -$39.2K -118 -3%
WIA
553
Wealthedge Investment Advisors
New York
$1.31M +$762K +2,293 +130%
VI
554
Vestcor Inc
New Brunswick, Canada
$1.29M -$73.1K -220 -5%
DWM
555
Dynasty Wealth Management
Florida
$1.29M +$49.2K +148 +4%
EIP
556
Ellis Investment Partners
Pennsylvania
$1.26M -$27.9K -84 -2%
HNB
557
Huntington National Bank
Ohio
$1.25M -$35.9K -108 -3%
HCMT
558
Highland Capital Management (Tennessee)
Tennessee
$1.24M
FPAS
559
Focus Partners Advisor Solutions
Missouri
$1.24M +$1.28M +3,847 New
FFA
560
Farther Finance Advisors
California
$1.24M +$241K +724 +23%
LFM
561
LGT Fund Management
Liechtenstein
$1.23M
CWP
562
Curated Wealth Partners
California
$1.21M -$31.6K -95 -2%
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
$1.2M +$332 +1 +0%
RIA
564
Regal Investment Advisors
Michigan
$1.2M +$249K +749 +25%
HIM
565
Hillsdale Investment Management
Ontario, Canada
$1.19M +$1.23M +3,700 New
NP
566
NorthRock Partners
Minnesota
$1.19M +$175K +528 +17%
NB
567
NBT Bank
New York
$1.18M -$184K -555 -13%
VT
568
Vise Technologies
New York
$1.18M
SLA
569
Silver Lake Advisory
Utah
$1.17M
PAM
570
Panagora Asset Management
Massachusetts
$1.16M +$451K +1,357 +61%
AF
571
Allworth Financial
California
$1.16M +$330K +994 +38%
EPW
572
Evolve Private Wealth
California
$1.16M -$198K -596 -14%
DWT
573
Dorsey & Whitney Trust
South Dakota
$1.15M +$77.8K +234 +7%
FAB
574
First American Bank
Illinois
$1.14M
CH
575
Canton Hathaway
Rhode Island
$1.13M