We are live on ! Find out more

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
CPIG
576
Chicago Partners Investment Group
Illinois
$1.12M +$706K +2,125 +164%
AAB
577
ABN AMRO Bank
Netherlands
$1.11M
HCA
578
Harbor Capital Advisors
Illinois
$1.1M +$1.14M +3,416 New
S
579
SignatureFD
Georgia
$1.1M +$13.3K +40 +1%
LGF
580
LGT Group Foundation
Liechtenstein
$1.1M +$665 +2 +0.1%
GT
581
Greenleaf Trust
Michigan
$1.09M -$116K -349 -9%
BPCE
582
Bank Pictet & Cie (Europe)
Germany
$1.08M
PS
583
Principal Securities
Iowa
$1.07M +$1.11M +3,329 New
RBI
584
Raiffeisen Bank International
Austria
$1.07M +$5.32K +16 +0.5%
AWM
585
Apollon Wealth Management
South Carolina
$1.07M +$432K +1,301 +65%
GWM
586
Gibbs Wealth Management
Georgia
$1.06M -$409K -1,231 -27%
HP
587
Holistic Planning
Texas
$1.06M +$280K +842 +34%
DSC
588
Duncker Streett & Co
Missouri
$1.06M
USCWA
589
U.S. Capital Wealth Advisors
Texas
$1.06M +$34.9K +105 +3%
SWP
590
Stratos Wealth Partners
Ohio
$1.04M +$135K +406 +14%
PTC
591
Private Trust Company
Ohio
$1.04M -$17.6K -53 -2%
DE
592
Diversified Enterprises
Delaware
$1.04M -$1.14M -3,429 -52%
CFM
593
Comprehensive Financial Management
California
$1.03M
VWM
594
Venturi Wealth Management
Texas
$1.03M +$116K +350 +12%
RG
595
Rathbones Group
United Kingdom
$1.02M
CC
596
Chicago Capital
Illinois
$1.01M +$354K +1,065 +52%
MHIC
597
Marble Harbor Investment Counsel
Massachusetts
$1M -$3.32K -10 -0.3%
NA
598
Nordwand Advisors
Pennsylvania
$996K -$291K -875 -22%
FRA
599
Frank Rimerman Advisors
California
$992K -$16K -48 -2%
CC
600
Citrine Capital
California
$991K -$9.97K -30 -1%