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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
FWMM
626
Foundation Wealth Management (Missouri)
Missouri
$856K
WFA
627
Websterrogers Financial Advisors
South Carolina
$854K
EWA
628
EverSource Wealth Advisors
Alabama
$851K
KWM
629
Koa Wealth Management
California
$851K
Parallax Volatility Advisers
630
Parallax Volatility Advisers
California
$849K
MWM
631
Modern Wealth Management
Kansas
$820K
TPCW
632
TD Private Client Wealth
New York
$812K
HA
633
Harbor Advisors
Florida
$807K
ZBNA
634
Zions Bancorporation, National Association
Utah
$799K
FTWA
635
Fifth Third Wealth Advisors
Ohio
$799K
PAS
636
Park Avenue Securities
New York
$792K
CWA
637
Crux Wealth Advisors
California
$781K
TAM
638
Trust Asset Management
Texas
$771K
AO
639
Advisor OS
Illinois
$766K
CWM
640
Connecticut Wealth Management
Connecticut
$757K
GAM
641
Griffin Asset Management
New York
$754K
CA
642
Clune & Associates
Illinois
$750K
ASN
643
Advisory Services Network
Georgia
$749K
APM
644
a16z Perennial Management
California
$746K
PCA
645
Pallas Capital Advisors
Massachusetts
$744K
DFCM
646
Dark Forest Capital Management
Puerto Rico
$742K
AAP
647
Arax Advisory Partners
Colorado
$735K
ATI
648
Act Two Investors
California
$734K
CIA
649
Capital Investment Advisors
Georgia
$733K
AF
650
Aviso Financial
Ontario, Canada
$732K