We are live on ! Find out more

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
BAM
676
Belpointe Asset Management
Nevada
$653K -$523K -1,575 -44%
SAM
677
Sagewood Asset Management
New York
$653K +$672K +2,022 New
GBA
678
Garrison Bradford & Associates
New York
$646K -$631K -1,900 -49%
TIM
679
Thompson Investment Management
Wisconsin
$646K
SC
680
Saturna Capital
Washington
$642K
VVP
681
Venture Visionary Partners
Ohio
$641K -$332 -1 -0.1%
SIA
682
Soltis Investment Advisors
Utah
$641K +$27.6K +83 +4%
CI
683
Cigna Investments
Connecticut
$639K -$22.9K -69 -3%
SAM
684
Smartleaf Asset Management
Massachusetts
$630K -$85.4K -257 -12%
DADC
685
D.A. Davidson & Co
Montana
$629K -$99K -298 -13%
JWCA
686
J.W. Cole Advisors
Florida
$626K +$24.9K +75 +4%
ECM
687
Evergreen Capital Management
Washington
$624K +$280K +843 +77%
BHC
688
Bull Harbor Capital
Maryland
$618K +$636K +1,915 New
FB
689
Fulton Bank
Pennsylvania
$616K +$17.6K +53 +3%
LAM
690
Lountzis Asset Management
Pennsylvania
$613K
RWMG
691
Redwood Wealth Management Group
New Jersey
$613K
RW
692
Rede Wealth
Virginia
$613K
BP
693
Ballentine Partners
Massachusetts
$611K -$75.1K -226 -11%
HW
694
Hancock Whitney
Mississippi
$609K +$4.99K +15 +0.8%
Luther King Capital Management (LKCM)
695
Luther King Capital Management (LKCM)
Texas
$604K -$12K -36 -2%
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$602K -$22.9K -69 -4%
PPA
697
Painted Porch Advisors
California
$602K
PA
698
Profund Advisors
Maryland
$596K -$129K -387 -17%
BC
699
Barrett & Company
Rhode Island
$595K
EW
700
Evoke Wealth
California
$593K +$610K +1,835 New