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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
PFPG
601
Pinnacle Financial Partners (Georgia)
Georgia
$990K -$75.4K -227 -7%
IP
602
Intellectus Partners
California
$989K +$47.9K +144 +5%
HC
603
Henshaw Capital
Massachusetts
$987K
PHS
604
Pekin Hardy Strauss
Illinois
$978K -$195K -586 -16%
AMCA
605
Arthur M. Cohen & Associates
Illinois
$970K
PWM
606
Perigon Wealth Management
California
$968K +$20.9K +63 +2%
RC
607
RBF Capital
California
$968K
AF
608
Ally Financial
Michigan
$968K +$997K +3,000 New
OFG
609
Oxford Financial Group
Indiana
$959K -$7.31K -22 -0.7%
PL
610
Perpetual Ltd
Australia
$955K +$492K +1,480 +100%
GM
611
GeoWealth Management
Illinois
$942K +$970K +2,918 New
PA
612
PFW Advisors
Georgia
$929K
AIA
613
Armor Investment Advisors
North Carolina
$919K +$1.99K +6 +0.2%
MG
614
Mather Group
Illinois
$905K -$39.9K -120 -4%
AIP
615
Ameritas Investment Partners
Nebraska
$902K +$665 +2 +0.1%
KPWS
616
Kestra Private Wealth Services
Texas
$898K +$514K +1,548 +126%
RWM
617
Ritholtz Wealth Management
New York
$888K +$272K +819 +42%
JIC
618
Joel Isaacson & Co
New York
$882K
AFG
619
Atomi Financial Group
New York
$882K +$70.5K +212 +8%
BHPW
620
Beverly Hills Private Wealth
California
$880K +$107K +321 +13%
CWM
621
Circle Wealth Management
New Jersey
$876K -$370K -1,113 -29%
MA
622
Mutual Advisors
Nebraska
$871K -$8.31K -25 -0.9%
SAM
623
Sompo Asset Management
Japan
$868K -$6.65K -20 -0.7%
KWM
624
Kingsview Wealth Management
Oregon
$862K -$34.6K -104 -4%
LA
625
LBP AM
France
$857K -$2.87M -8,635 -76%