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1,250 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

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:

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2781,250 (-28)

9% less capital invested

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

Holders
1,250
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
PFPG
601
Pinnacle Financial Partners (Georgia)
Georgia
$990K
IP
602
Intellectus Partners
California
$989K
HC
603
Henshaw Capital
Massachusetts
$987K
PHS
604
Pekin Hardy Strauss
Illinois
$978K
AMCA
605
Arthur M. Cohen & Associates
Illinois
$970K
PWM
606
Perigon Wealth Management
California
$968K
RC
607
RBF Capital
California
$968K
AF
608
Ally Financial
Michigan
$968K
OFG
609
Oxford Financial Group
Indiana
$959K
PL
610
Perpetual Ltd
Australia
$955K
GM
611
GeoWealth Management
Illinois
$942K
PA
612
PFW Advisors
Georgia
$929K
AIA
613
Armor Investment Advisors
North Carolina
$919K
MG
614
Mather Group
Illinois
$905K
AIP
615
Ameritas Investment Partners
Nebraska
$902K
KPWS
616
Kestra Private Wealth Services
Texas
$898K
RWM
617
Ritholtz Wealth Management
New York
$888K
JIC
618
Joel Isaacson & Co
New York
$882K
AFG
619
Atomi Financial Group
New York
$882K
BHPW
620
Beverly Hills Private Wealth
California
$880K
CWM
621
Circle Wealth Management
New Jersey
$876K
MA
622
Mutual Advisors
Nebraska
$871K
SAM
623
Sompo Asset Management
Japan
$868K
KWM
624
Kingsview Wealth Management
Oregon
$862K
LA
625
LBP AM
France
$857K