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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
FWMM
626
Foundation Wealth Management (Missouri)
Missouri
$856K +$2.33K +7 +0.3%
WFA
627
Websterrogers Financial Advisors
South Carolina
$854K
EWA
628
EverSource Wealth Advisors
Alabama
$851K +$350K +1,054 +67%
KWM
629
Koa Wealth Management
California
$851K -$21.9K -66 -2%
Parallax Volatility Advisers
630
Parallax Volatility Advisers
California
$849K +$841K +2,532 New
MWM
631
Modern Wealth Management
Kansas
$820K +$847K +2,550 New
TPCW
632
TD Private Client Wealth
New York
$812K -$47.5K -143 -5%
HA
633
Harbor Advisors
Florida
$807K
ZBNA
634
Zions Bancorporation, National Association
Utah
$799K -$1.52M -4,585 -65%
FTWA
635
Fifth Third Wealth Advisors
Ohio
$799K +$161K +484 +24%
PAS
636
Park Avenue Securities
New York
$792K -$61.1K -184 -7%
CWA
637
Crux Wealth Advisors
California
$781K +$804K +2,419 New
TAM
638
Trust Asset Management
Texas
$771K
AO
639
Advisor OS
Illinois
$766K +$478K +1,437 +154%
CWM
640
Connecticut Wealth Management
Connecticut
$757K
GAM
641
Griffin Asset Management
New York
$754K +$41.5K +125 +6%
CA
642
Clune & Associates
Illinois
$750K -$616K -1,855 -44%
ASN
643
Advisory Services Network
Georgia
$749K +$540K +1,625 +234%
APM
644
a16z Perennial Management
California
$746K
PCA
645
Pallas Capital Advisors
Massachusetts
$744K +$323K +972 +73%
DFCM
646
Dark Forest Capital Management
Puerto Rico
$742K +$764K +2,299 New
AAP
647
Arax Advisory Partners
Colorado
$735K +$4.65K +14 +0.6%
ATI
648
Act Two Investors
California
$734K
CIA
649
Capital Investment Advisors
Georgia
$733K +$129K +389 +21%
AF
650
Aviso Financial
Ontario, Canada
$732K -$16.6K -50 -2%