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
PHS
601
Pekin Hardy Strauss
Illinois
$978K
AMCA
602
Arthur M. Cohen & Associates
Illinois
$970K
PWM
603
Perigon Wealth Management
California
$968K
RC
604
RBF Capital
California
$968K
AF
605
Ally Financial
Michigan
$968K
OFG
606
Oxford Financial Group
Indiana
$959K
PL
607
Perpetual Ltd
Australia
$955K
GM
608
GeoWealth Management
Illinois
$942K
PA
609
PFW Advisors
Georgia
$929K
AIA
610
Armor Investment Advisors
North Carolina
$919K
MG
611
Mather Group
Illinois
$905K
AIP
612
Ameritas Investment Partners
Nebraska
$902K
KPWS
613
Kestra Private Wealth Services
Texas
$898K
RWM
614
Ritholtz Wealth Management
New York
$888K
JIC
615
Joel Isaacson & Co
New York
$882K
AFG
616
Atomi Financial Group
New York
$882K
BHPW
617
Beverly Hills Private Wealth
California
$880K
CWM
618
Circle Wealth Management
New Jersey
$876K
MA
619
Mutual Advisors
Nebraska
$871K
SAM
620
Sompo Asset Management
Japan
$868K
KWM
621
Kingsview Wealth Management
Oregon
$862K
LA
622
LBP AM
France
$857K
FWMM
623
Foundation Wealth Management (Missouri)
Missouri
$856K
WFA
624
Websterrogers Financial Advisors
South Carolina
$854K
EWA
625
EverSource Wealth Advisors
Alabama
$851K